← 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
4101	PSFG Park Square Financial Group Roswell, Georgia	$19.4K	-$515K	1	0.08%	Reduced
4102	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$19.1K	-$549	2	0.01%	Reduced
4103	APM Advanced Portfolio Management New York	$18.6K	+$16.9K	2	0.05%	New
4104	ICA Infrastructure Capital Advisors New York	$18.4K	+$16.4K	1	0%	New
4105	UFF USA Financial Formulas Ada, Michigan	$18.4K	+$7.47K	1	0%	Increased
4106	DMKJ David M. Knott Jr	$18.2K	$0	1	0.01%	Maintained
4107	PS PayPay Securities Tokyo, Japan	$18.1K	-$1.12K	3	0.65%	Reduced
4108	PA Pineridge Advisors St. Charles, Missouri	$16.6K	-$9.94K	3	0%	Reduced
4109	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$14.7K	$0	1	0%	Maintained
4110	NWM Navigoe Wealth Management Redondo Beach, California	$14K	+$12.1K	1	0.01%	Increased
4111	IW Imprint Wealth Mount Pleasant, South Carolina	$13.8K	+$14K	1	0.04%	New
4112	SAM Sherman Asset Management Ventura, California	$12.3K	-$70.9K	1	0.01%	Reduced
4113	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$12K	+$8.1K	2	0%	Increased
4114	MCA Midwest Capital Advisors Grand Rapids, Michigan	$11K	-$12.8K	2	0.01%	Reduced
4115	EA Evolution Advisers Richmond, Virginia	$11K	$0	1	0%	Maintained
4116	PIS POM Investment Strategies Raleigh, North Carolina	$10.8K	+$2.43K	3	0.01%	Increased
4117	FF Friedenthal Financial Marlton, New Jersey	$9.12K	+$8.1K	1	0%	New
4118	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$8.77K	$0	1	0%	Maintained
4119	CFG Clayton Financial Group St. Louis, Missouri	$8.23K	+$7.66K	2	0.01%	New
4120	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$8.14K	+$6.85K	3	0%	Increased
4121	PLU Performa Ltd (US) Charleston, South Carolina	$7.36K	-$1.77K	1	0%	Reduced
4122	GIM Gold Investment Management Edmonton, Alberta, Canada	$7.35K	$0	1	0%	Maintained
4123	LWA Lowe Wealth Advisors Columbia, Maryland	$7.35K	-$1.01K	1	0%	Reduced
4124	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$5.92K	-$8.22K	1	0%	Reduced
4125	PG Proffitt & Goodson Knoxville, Tennessee	$5.84K	+$5.19K	1	0%	New