← 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
3876	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$23K	$0	1	0.03%	Maintained
3877	CW Curio Wealth Annapolis, Maryland	$22.7K	+$17.5K	1	0.01%	New
3878	TLA Tanglewood Legacy Advisors Houston, Texas	$22.7K	$0	1	0.01%	Maintained
3879	SIM Synergy Investment Management Altamonte Springs, Florida	$22.6K	+$21.6K	2	0.01%	New
3880	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$21.8K	$0	2	0.01%	Maintained
3881	PG Proffitt & Goodson Knoxville, Tennessee	$21.4K	-$6.54K	1	0%	Reduced
3882	DWA Delos Wealth Advisors Dallas, Texas	$21.1K	+$5.75K	2	0.02%	Increased
3883	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$21.1K	+$17.4K	2	0.01%	New
3884	PP PrairieView Partners St. Paul, Minnesota	$20K	+$175	2	0%	Increased
3885	CCA Criterion Capital Advisors Nashville, Tennessee	$19.5K	$0	2	0.01%	Maintained
3886	RF Robinswood Financial Kirkland, Washington	$19.3K	+$1.75K	3	0.01%	Increased
3887	MWA Moser Wealth Advisors Bellevue, Washington	$19.1K	$0	1	0.01%	Maintained
3888	FA Financial Avengers Oakland, California	$18.9K	$0	1	0.01%	Maintained
3889	HFS HBC Financial Services Seattle, Washington	$18K	$0	3	0.01%	Maintained
3890	PWA Principia Wealth Advisory Dallas, Texas	$17.8K	+$16.4K	4	0.02%	New
3891	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$17.1K	$0	1	0.01%	Maintained
3892	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$17K	$0	1	0%	Maintained
3893	MFC Mechanics Financial Corp Mansfield, Ohio	$16.7K	$0	1	0.01%	Maintained
3894	PFT Providence First Trust Scottsdale, Arizona	$16.7K	+$16K	1	0.01%	New
3895	XC XY Capital Central, Hong Kong	$16K	+$15.3K	1	0.01%	New
3896	EA Evolution Advisers Richmond, Virginia	$16K	$0	1	0.01%	Maintained
3897	ACM Anfield Capital Management Irvine, California	$15.9K	-$2.1K	4	0.01%	Reduced
3898	APM a16z Perennial Management Menlo Park, California	$15.7K	-$3.06M	2	0%	Reduced
3899	FCMT Founders Capital Management (Texas) Houston, Texas	$15.7K	$0	1	0.01%	Maintained
3900	PS PayPay Securities Tokyo, Japan	$15.3K	+$564	3	0.66%	Increased