← 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
3851	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$33.4K	$0	1	0.03%	Maintained
3852	SRCM Signature Resources Capital Management Newport Beach, California	$32.6K	$0	1	0.03%	Maintained
3853	RFA Reyes Financial Architecture San Diego, California	$32.4K	+$31K	1	0.03%	New
3854	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$32.2K	+$26.9K	2	0.01%	New
3855	WCM WealthTrak Capital Management Virginia Beach, Virginia	$32.1K	+$29.2K	5	0.03%	New
3856	CF Collier Financial Denver, Colorado	$31.6K	+$30K	1	0.03%	New
3857	CIAS CBIZ Investment Advisory Services Independence, Ohio	$30.7K	+$12.9K	3	0%	Increased
3858	NI NCP Inc La Quinta, California	$30.4K	$0	1	0.02%	Maintained
3859	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$30.2K	+$40	4	0.01%	Increased
3860	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$30.1K	$0	1	0.02%	Maintained
3861	PIS POM Investment Strategies Raleigh, North Carolina	$29.9K	$0	2	0.02%	Maintained
3862	CFS Compass Financial Services West Des Moines, Iowa	$29.8K	+$28.4K	1	0.02%	New
3863	NECFA New England Capital Financial Advisors Meriden, Connecticut	$29.7K	$0	3	0.01%	Maintained
3864	PP PFS Partners Mine Hill, New Jersey	$29.1K	+$7.4K	2	0.02%	Increased
3865	FWM FLP Wealth Management Bentonville, Arkansas	$28.5K	+$27.1K	1	0.07%	New
3866	MCA Midwest Capital Advisors Grand Rapids, Michigan	$28.3K	+$27K	2	0.02%	New
3867	SR Syntax Research Boca Raton, Florida	$26.5K	$0	1	0.02%	Maintained
3868	LC Luminist Capital Grand Rapids, Michigan	$26.4K	+$18.9K	2	0.05%	New
3869	WAG Wiser Advisor Group Phoenix, Arizona	$25.9K	$0	1	0.04%	Maintained
3870	SA SRH Advisors Salina, Kansas	$25.8K	+$25.3K	1	0.01%	New
3871	DMKJ David M. Knott Jr	$25.7K	$0	1	0.01%	Maintained
3872	RBF Capital San Francisco, California	$25.3K	$0	1	0%	Maintained
3873	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$24.4K	$0	3	0.01%	Maintained
3874	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$23.3K	-$2.3K	2	0.01%	Reduced
3875	CAM Costello Asset Management Feasterville, Pennsylvania	$23.1K	$0	1	0.02%	Maintained