← 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
3901	TM Torren Management San Diego, California	$36.5K	-$16.2K	3	0.02%	Reduced
3902	CFS CGC Financial Services Lake Oswego, Oregon	$36.1K	$0	2	0.01%	Maintained
3903	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$35.7K	$0	2	0.01%	Maintained
3904	PP PFS Partners Mine Hill, New Jersey	$35.6K	+$8.2K	4	0.01%	Increased
3905	FF Friedenthal Financial Marlton, New Jersey	$35.5K	$0	1	0.02%	Maintained
3906	PMIM Prudent Man Investment Management Louisville, Colorado	$35.2K	$0	1	0.01%	Maintained
3907	CI CAZ Investments Houston, Texas	$35K	$0	1	0.01%	Maintained
3908	EAM Eukles Asset Management Cincinnati, Ohio	$34.7K	+$273	2	0.01%	Increased
3909	PCTC Perkins Coie Trust Company Seattle, Washington	$34.2K	-$31.4K	2	0.01%	Reduced
3910	CIAS CBIZ Investment Advisory Services Independence, Ohio	$34.1K	$0	3	0%	Maintained
3911	UIA Ulland Investment Advisors Minneapolis, Minnesota	$33K	-$3.17K	1	0.02%	Reduced
3912	PCFFS Pacific Center for Financial Services San Ramon, California	$31.4K	-$4.09K	3	0.01%	Reduced
3913	MG MilWealth Group Milwaukee, Wisconsin	$30.4K	$0	2	0.01%	Maintained
3914	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$30K	-$3.45K	2	0.01%	Reduced
3915	GFA Godfrey Financial Associates Glenmont, New York	$29.5K	-$3.34K	4	0.02%	Reduced
3916	RF Robinswood Financial Kirkland, Washington	$29K	$0	3	0.01%	Maintained
3917	S Sachetta Lynnfield, Massachusetts	$28.6K	-$241K	3	0.01%	Reduced
3918	EF Entrust Financial Wayne, Pennsylvania	$28.4K	-$352	1	0.02%	Reduced
3919	AI Atomic Invest New York	$27.8K	-$23.4K	3	0%	Reduced
3920	MS Monetary Solutions Dayton, Ohio	$27.4K	$0	2	0.02%	Maintained
3921	VWA Valued Wealth Advisors Holladay, Utah	$26.8K	-$14.6K	3	0.01%	Reduced
3922	SRCM Signature Resources Capital Management Newport Beach, California	$26.4K	-$6.65K	4	0.01%	Reduced
3923	PP Pacifica Partners Surrey, Canada	$25.9K	-$879	2	0.01%	Reduced
3924	WBWA William B. Walkup & Associates Columbia, South Carolina	$25.5K	+$4.94K	3	0.01%	Increased
3925	DCM Dorato Capital Management Denver, Colorado	$23.8K	$0	1	0.02%	Maintained