← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3251	PCC Park Circle Company Baltimore, Maryland	$40.8K	$0	2	0.04%	Maintained
3252	PP Pacifica Partners Surrey, Canada	$40.3K	-$46K	2	0.02%	Reduced
3253	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$40.1K	$0	3	0.01%	Maintained
3254	DF DecisionPoint Financial Mesa, Arizona	$38.6K	$0	3	0.01%	Maintained
3255	TC Tacita Capital Toronto, Ontario, Canada	$38.5K	$0	2	0.03%	Maintained
3256	PK Pflug Koory Omaha, Nebraska	$37.8K	+$35.3K	1	0.02%	New
3257	CIR Clear Investment Research Alpharetta, Georgia	$37.1K	+$6.51K	2	0.05%	Increased
3258	PCTC Perkins Coie Trust Company Seattle, Washington	$36.9K	$0	1	0.01%	Maintained
3259	CMP Coston McIsaac & Partners Bar Harbor, Maine	$35K	+$7.55K	4	0.01%	Increased
3260	PLU Performa Ltd (US) Charleston, South Carolina	$33.9K	-$1.84K	1	0.01%	Reduced
3261	CAM Chesapeake Asset Management New York	$33.2K	+$5.13K	3	0.03%	Increased
3262	RWM Ruedi Wealth Management Champaign, Illinois	$32.7K	-$8.3K	2	0.01%	Reduced
3263	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$32K	$0	1	0.01%	Maintained
3264	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$30.1K	$0	1	0.02%	Maintained
3265	MIM Macroview Investment Management Bethesda, Maryland	$29.4K	+$4.33K	3	0.03%	Increased
3266	CB Centennial Bank Conway, Arkansas	$28.8K	-$16.6K	2	0.01%	Reduced
3267	GFL Granite FO LLC Bedford, New Hampshire	$28.2K	+$26.4K	1	0.02%	New
3268	APW Atlantic Private Wealth Chapel Hill, North Carolina	$27.4K	+$25.6K	1	0.02%	New
3269	ICA Infrastructure Capital Advisors New York	$27.4K	+$25.6K	1	0%	New
3270	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$27.4K	$0	1	0.02%	Maintained
3271	SRCM Signature Resources Capital Management Newport Beach, California	$26.6K	-$1.98K	1	0.02%	Reduced
3272	FFWM Future Financial Wealth Management Cincinnati, Ohio	$25.6K	+$24.5K	1	0.02%	New
3273	NMM Naples Money Management Naples, Florida	$25.5K	+$7.23K	3	0.02%	Increased
3274	RBF Capital San Francisco, California	$25.3K	$0	1	0%	Maintained
3275	HWM HighMark Wealth Management St. Paul, Minnesota	$25.2K	-$6.26K	3	0.01%	Reduced