← 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
3801	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$21.2K	-$7.33K	3	0%	Reduced
3802	PA Pineridge Advisors St. Charles, Missouri	$21.1K	-$39.9K	3	0.01%	Reduced
3803	FA Financial Avengers Oakland, California	$21.1K	$0	1	0.01%	Maintained
3804	WAG Wiser Advisor Group Phoenix, Arizona	$20.8K	$0	1	0.03%	Maintained
3805	DMKJ David M. Knott Jr	$20.7K	$0	1	0.01%	Maintained
3806	SR Syntax Research Boca Raton, Florida	$19.9K	$0	1	0.01%	Maintained
3807	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$19.3K	+$9.45K	2	0.01%	Increased
3808	PWA Principia Wealth Advisory Dallas, Texas	$18.9K	+$3.25K	4	0.02%	Increased
3809	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$17.9K	+$878	3	0.01%	Increased
3810	FCMT Founders Capital Management (Texas) Houston, Texas	$17.5K	$0	1	0.01%	Maintained
3811	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$17.4K	+$18.2K	2	0.03%	New
3812	WW Winnow Wealth Waco, Texas	$17.4K	+$6.53K	3	0.02%	Increased
3813	PP PrairieView Partners St. Paul, Minnesota	$17K	$0	2	0%	Maintained
3814	ACM Anfield Capital Management Irvine, California	$15.8K	+$1.43K	4	0.01%	Increased
3815	WBWA William B. Walkup & Associates Columbia, South Carolina	$15.4K	+$16K	1	0.01%	New
3816	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$14.6K	+$17.1K	3	0.01%	New
3817	PCM Perritt Capital Management Chicago, Illinois	$14.4K	+$13.9K	3	0.01%	Increased
3818	MWA Moser Wealth Advisors Bellevue, Washington	$14.3K	$0	1	0.01%	Maintained
3819	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$14.1K	+$6.59K	2	0.01%	Increased
3820	PAM Parvin Asset Management Sioux Falls, South Dakota	$13.4K	+$15K	2	0.01%	Increased
3821	PLU Performa Ltd (US) Charleston, South Carolina	$13.4K	+$8.37K	1	0%	Increased
3822	EA Evolution Advisers Richmond, Virginia	$13K	$0	1	0.01%	Maintained
3823	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$12.7K	$0	1	0%	Maintained
3824	PS PayPay Securities Tokyo, Japan	$12.7K	-$928	3	0.72%	Reduced
3825	APM a16z Perennial Management Menlo Park, California	$12.3K	$0	2	0%	Maintained