← 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
3751	RF Robinswood Financial Kirkland, Washington	$49K	+$39.1K	3	0.02%	Increased
3752	GK Graney & King Latham, New York	$48.4K	+$5.45K	2	0.04%	Increased
3753	PPA Pilgrim Partners Asia Singapore	$48.3K	-$3.73M	1	0.05%	Reduced
3754	KPP Kings Path Partners Sugar Land, Texas	$47.2K	-$95.5K	1	0.02%	Reduced
3755	GGI Godsey & Gibb Inc Richmond, Virginia	$45.3K	+$33.6K	3	0%	Increased
3756	RBF Capital San Francisco, California	$44.8K	$0	1	0%	Maintained
3757	MG MilWealth Group Milwaukee, Wisconsin	$44.3K	$0	1	0.01%	Maintained
3758	RTL Red Tortoise LLC Atlanta, Georgia	$44.3K	+$311	2	0.02%	Increased
3759	TC Tacita Capital Toronto, Ontario, Canada	$43.6K	$0	2	0.03%	Maintained
3760	VWA Valued Wealth Advisors Holladay, Utah	$42.7K	+$622	3	0.03%	Increased
3761	MAS MPWM Advisory Solutions Alpharetta, Georgia	$42K	-$30.7K	3	0.03%	Reduced
3762	WC Wexford Capital West Palm Beach, Florida	$41K	-$524K	1	0.01%	Reduced
3763	IWM Inlight Wealth Management Atlanta, Georgia	$40.7K	+$46.1K	4	0.03%	New
3764	HHGA Halbert Hargrove Global Advisors Long Beach, California	$40K	+$3.39K	5	0%	Increased
3765	Clal Insurance Tel-Aviv, Israel	$39K	+$33.9K	2	0%	Increased
3766	CAM Chesapeake Asset Management New York	$38.9K	+$1.9K	3	0.04%	Increased
3767	SC Steph & Co Marinette, Wisconsin	$38.5K	+$10.4K	2	0.01%	Increased
3768	TCM Tradewinds Capital Management Bellingham, Washington	$37.8K	-$78.2K	3	0.01%	Reduced
3769	PPA Painted Porch Advisors Santa Barbara, California	$37.2K	+$3.02K	4	0.02%	Increased
3770	PK Pflug Koory Omaha, Nebraska	$37K	$0	1	0.02%	Maintained
3771	FFWM Future Financial Wealth Management Cincinnati, Ohio	$36.8K	$0	2	0.03%	Maintained
3772	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$36.8K	$0	1	0.03%	Maintained
3773	PP Pacifica Partners Surrey, Canada	$36.7K	-$1.88K	1	0.02%	Reduced
3774	NECFA New England Capital Financial Advisors Meriden, Connecticut	$34.8K	+$7.64K	3	0.02%	Increased
3775	1IA 1620 Investment Advisors Plymouth, Massachusetts	$32.6K	-$18K	3	0.03%	Reduced