← 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
3276	NI NCP Inc La Quinta, California	$24.9K	$0	1	0.01%	Maintained
3277	PIS POM Investment Strategies Raleigh, North Carolina	$24.7K	-$29.1K	2	0.02%	Reduced
3278	SWM Sugarloaf Wealth Management Duluth, Georgia	$24K	$0	2	0%	Maintained
3279	PG Proffitt & Goodson Knoxville, Tennessee	$23.7K	-$29.8K	2	0%	Reduced
3280	PA Pineridge Advisors St. Charles, Missouri	$23.7K	$0	3	0.01%	Maintained
3281	AFWM Abich Financial Wealth Management Ashburn, Virginia	$23.6K	+$4.21K	2	0.05%	Increased
3282	BGAI Bruce G. Allen Investments Denver, Colorado	$22.7K	-$73	2	0.02%	Reduced
3283	RWA Redmont Wealth Advisors Chicago, Illinois	$22.6K	$0	2	0.04%	Maintained
3284	SR Syntax Research Boca Raton, Florida	$22.4K	$0	1	0.02%	Maintained
3285	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$21.8K	+$16.6K	3	0.01%	Increased
3286	NAAA New Age Alpha Advisors Rye, New York	$21.2K	$0	2	0.01%	Maintained
3287	WAG Wiser Advisor Group Phoenix, Arizona	$21.1K	-$256	1	0.03%	Reduced
3288	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$21.1K	$0	3	0.01%	Maintained
3289	DMKJ David M. Knott Jr	$21K	$0	1	0.01%	Maintained
3290	PFG Peterson Financial Group Des Moines, Iowa	$20.5K	+$19.2K	1	0.08%	New
3291	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$20K	-$1.64K	1	0.02%	Reduced
3292	TC Trust Company Manhattan, Kansas	$19.9K	+$2.85K	2	0%	Increased
3293	CCA Criterion Capital Advisors Nashville, Tennessee	$19.5K	$0	2	0.01%	Maintained
3294	GSC Ground Swell Capital Folly Beach, South Carolina	$19.4K	+$17.9K	1	0.02%	New
3295	NECFA New England Capital Financial Advisors Meriden, Connecticut	$19.2K	-$5.37K	3	0.01%	Reduced
3296	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$19K	+$10.7K	2	0.01%	Increased
3297	CAM Costello Asset Management Feasterville, Pennsylvania	$18.9K	$0	1	0.01%	Maintained
3298	GWSA Global Wealth Strategies & Associates Denver, Colorado	$17.9K	+$2.47K	2	0.01%	Increased
3299	Country Trust Bank Bloomington, Illinois	$17.9K	$0	1	0%	Maintained
3300	MTC Matrix Trust Company Denver, Colorado	$17K	+$15.9K	1	0%	New