← 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
3951	1NWS 1 North Wealth Services Annapolis, Maryland	$13.2K	$0	2	0%	Maintained
3952	SR Syntax Research Boca Raton, Florida	$12.4K	$0	1	0.01%	Maintained
3953	DMKJ David M. Knott Jr	$12.1K	$0	1	0.01%	Maintained
3954	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$12K	-$7.79M	4	0%	Reduced
3955	RF Robbins Farley Bedford, New Hampshire	$11.9K	-$631K	1	0%	Reduced
3956	MASM MH & Associates Securities Management Carlsbad, California	$11.7K	$0	1	0.01%	Maintained
3957	GSEP Golden State Equity Partners South Coast Metro, California	$10.2K	-$10.3M	3	0.03%	Reduced
3958	APW Atlantic Private Wealth Chapel Hill, North Carolina	$10K	$0	1	0.01%	Maintained
3959	CB Centennial Bank Conway, Arkansas	$9.93K	$0	1	0%	Maintained
3960	HC Hara Capital Bellevue, Washington	$9.78K	$0	1	0.01%	Maintained
3961	WA Walsh & Associates Sarasota, Florida	$9.43K	-$666	1	0.01%	Reduced
3962	PIS POM Investment Strategies Raleigh, North Carolina	$9.38K	-$801	3	0.01%	Reduced
3963	SAM Sherman Asset Management Ventura, California	$9.1K	-$7.12K	1	0.01%	Reduced
3964	MFS Montgomery Financial Services Ocean City, Maryland	$8.98K	+$10.5K	1	0.01%	New
3965	BGA Battery Global Advisors Boston, Massachusetts	$8.94K	$0	1	0%	Maintained
3966	FW Fairway Wealth Independence, Ohio	$8.79K	-$55.9K	2	0%	Reduced
3967	B Bayban Bayport, Minnesota	$8.36K	-$7.84K	2	0.01%	Reduced
3968	BC Bulwark Capital Fernandina Beach, Florida	$8.3K	+$4.92K	1	0%	Increased
3969	MCRM Midway Capital Research & Management Chicago, Illinois	$7.83K	-$8.79K	1	0.01%	Reduced
3970	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$7.83K	-$2.81K	1	0.01%	Reduced
3971	YAL Your Advocates Ltd Houston, Texas	$7.38K	+$4.74K	2	0%	Increased
3972	RIAS Rachor Investment Advisory Services Linden, Michigan	$6.87K	-$23.4K	2	0%	Reduced
3973	CCMI Creative Capital Management Investments San Diego, California	$6.69K	+$7.52K	5	0%	New
3974	VERPA Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia	$6.45K	$0	1	0.01%	Maintained
3975	BCH Berkshire Capital Holdings San Jose, California	$6.13K	-$12.5M	2	0%	Reduced