← 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	GGI Godsey & Gibb Inc Richmond, Virginia	$15.2K	-$37.3K	2	0%	Reduced
3902	CPL Capital & Planning LLC Jonesboro, Georgia	$14.8K	+$13.7K	3	0.01%	New
3903	WWA Wingate Wealth Advisors Lexington, Massachusetts	$14.8K	+$14.2K	3	0.01%	New
3904	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$14K	$0	1	0%	Maintained
3905	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$13.7K	+$12.8K	1	0.01%	Increased
3906	SWM Sanctuary Wealth Management Pocatello, Idaho	$13.7K	+$3.79K	3	0.01%	Increased
3907	WW Winnow Wealth Waco, Texas	$13.6K	+$13.6K	3	0.01%	New
3908	Clal Insurance Tel-Aviv, Israel	$13K	+$12.3K	2	0%	New
3909	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$12.9K	+$12.2K	3	0.01%	New
3910	STB S&T Bank Indiana, Pennsylvania	$12K	+$11.5K	1	0%	New
3911	LWA Lowe Wealth Advisors Columbia, Maryland	$11.7K	+$5.42K	1	0.01%	Increased
3912	TCM TruNorth Capital Management Kalamazoo, Michigan	$11.4K	-$1.92K	2	0%	Reduced
3913	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$10.6K	+$7.26K	1	0%	New
3914	GIM Gold Investment Management Edmonton, Alberta, Canada	$10.4K	$0	1	0%	Maintained
3915	RL Rogco LP Claremore, Oklahoma	$10.3K	-$2.5K	2	0%	Reduced
3916	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$10K	$0	2	0%	Maintained
3917	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$9.7K	-$8.3K	1	0.01%	Reduced
3918	JFG JDM Financial Group Austin, Texas	$8.31K	$0	3	0%	Maintained
3919	PLU Performa Ltd (US) Charleston, South Carolina	$8.26K	-$26.4K	1	0%	Reduced
3920	BG Bollard Group Boston, Massachusetts	$8K	$0	1	0%	Maintained
3921	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$7.42K	$0	1	0.01%	Maintained
3922	HI Human Investing Lake Oswego, Oregon	$6.82K	+$6.29K	2	0%	New
3923	NS NBC Securities Birmingham, Alabama	$6.56K	-$7.02M	4	0.6%	Reduced
3924	CPA Compass Planning Associates Greenfield, Massachusetts	$5.3K	+$5.06K	1	0.01%	New
3925	YAL Your Advocates Ltd Houston, Texas	$5.3K	$0	1	0%	Maintained