← 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
4026	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$23.1K	$0	3	0.01%	Maintained
4027	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$21.9K	+$5.24K	3	0.03%	Increased
4028	ACM Anfield Capital Management Irvine, California	$21.8K	-$24	4	0.01%	Reduced
4029	DMKJ David M. Knott Jr	$21K	$0	1	0.01%	Maintained
4030	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$21K	+$19.2K	2	0.01%	New
4031	WOSD WFA of San Diego San Diego, California	$20.8K	+$18.5K	3	0.02%	New
4032	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$20.5K	$0	2	0.01%	Maintained
4033	PP PrairieView Partners St. Paul, Minnesota	$20K	$0	2	0%	Maintained
4034	SC Stephens Consulting Flint, Michigan	$19.7K	+$11.3K	4	0%	Increased
4035	Altshuler Shaham Tel Aviv, Israel	$18.5K	+$8.85K	2	0%	Increased
4036	MWA Moser Wealth Advisors Bellevue, Washington	$18.5K	$0	1	0.01%	Maintained
4037	PS PayPay Securities Tokyo, Japan	$18.1K	+$1.83K	3	0.88%	Increased
4038	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$16.4K	$0	1	0%	Maintained
4039	PWM Parkworth Wealth Management Los Gatos, California	$16.2K	+$10.1K	4	0.01%	Increased
4040	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$15K	+$14.2K	2	0.01%	New
4041	EA Evolution Advisers Richmond, Virginia	$13K	$0	1	0.01%	Maintained
4042	TCM TruNorth Capital Management Kalamazoo, Michigan	$12.4K	-$460K	3	0%	Reduced
4043	UFF USA Financial Formulas Ada, Michigan	$12.3K	-$1.19M	1	0%	Reduced
4044	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$10.1K	-$69.4K	1	0.01%	Reduced
4045	LWA Lowe Wealth Advisors Columbia, Maryland	$9.54K	$0	1	0%	Maintained
4046	PIS POM Investment Strategies Raleigh, North Carolina	$9.39K	+$117	2	0.01%	Increased
4047	PLU Performa Ltd (US) Charleston, South Carolina	$8.96K	-$7.2K	1	0%	Reduced
4048	GIM Gold Investment Management Edmonton, Alberta, Canada	$8.43K	$0	1	0%	Maintained
4049	RL Rogco LP Claremore, Oklahoma	$7.77K	$0	1	0%	Maintained
4050	FVIM Fort Vancouver Investment Management Vancouver, Washington	$7.5K	+$6.45K	1	0.01%	New