← 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
4051	NECFA New England Capital Financial Advisors Meriden, Connecticut	$50.2K	-$324	3	0.02%	Reduced
4052	GK Graney & King Latham, New York	$49.6K	$0	2	0.03%	Maintained
4053	LC Luminist Capital Grand Rapids, Michigan	$48.7K	-$9.72K	2	0.04%	Reduced
4054	CAM Clarity Asset Management Ames, Iowa	$46.9K	+$14.1K	1	0.03%	Increased
4055	GWSA Global Wealth Strategies & Associates Denver, Colorado	$46.6K	+$11.9K	3	0.01%	Increased
4056	PPA Painted Porch Advisors Santa Barbara, California	$46.5K	$0	4	0.02%	Maintained
4057	VWA Valued Wealth Advisors Holladay, Utah	$45.5K	+$1.17K	3	0.02%	Increased
4058	HFS Hopwood Financial Services Reston, Virginia	$45.5K	+$45K	2	0.03%	Increased
4059	TCM TruNorth Capital Management Kalamazoo, Michigan	$45.3K	+$33.3K	2	0.01%	Increased
4060	BTC Bank & Trust Company Litchfield, Illinois	$45K	$0	1	0.03%	Maintained
4061	PP PFS Partners Mine Hill, New Jersey	$44.8K	+$252	3	0.02%	Increased
4062	WAM WFA Asset Management Whitefish Bay, Wisconsin	$43.4K	$0	1	0.02%	Maintained
4063	APW Atlantic Private Wealth Chapel Hill, North Carolina	$41.7K	-$47.5K	2	0.03%	Reduced
4064	PAS Point72 Asia (Singapore) Singapore	$40.7K	-$2.07M	1	0.01%	Reduced
4065	EAM Eukles Asset Management Cincinnati, Ohio	$39.8K	$0	2	0.02%	Maintained
4066	MG MilWealth Group Milwaukee, Wisconsin	$39.1K	$0	1	0.01%	Maintained
4067	PWA Principia Wealth Advisory Dallas, Texas	$38.5K	+$3.39K	4	0.03%	Increased
4068	FCMT Founders Capital Management (Texas) Houston, Texas	$37.8K	$0	1	0.02%	Maintained
4069	STB S&T Bank Indiana, Pennsylvania	$37.3K	+$5.26K	3	0.01%	Increased
4070	RBF Capital San Francisco, California	$36.6K	$0	1	0%	Maintained
4071	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$36.3K	-$12.7K	2	0.01%	Reduced
4072	PP Pacifica Partners Surrey, Canada	$35.1K	+$1.26K	1	0.01%	Increased
4073	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$34K	$0	1	0.06%	Maintained
4074	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$34K	$0	1	0.01%	Maintained
4075	CAM Chesapeake Asset Management New York	$33.4K	$0	2	0.03%	Maintained