← 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	NA Networth Advisors Canonsburg, Pennsylvania	$19.9K	+$11.1K	2	0.01%	Increased
4102	SI Symmetry Investments St Helier, Jersey	$19K	+$21.8K	1	0%	New
4103	MCRM Midway Capital Research & Management Chicago, Illinois	$18.7K	+$20.7K	1	0.02%	New
4104	CWIG Chung Wu Investment Group Sugar Land, Texas	$18.5K	-$382K	3	0.02%	Reduced
4105	SAM Sherman Asset Management Ventura, California	$18.3K	-$572K	2	0.02%	Reduced
4106	B Bayban Bayport, Minnesota	$18K	+$6.68K	3	0.02%	Increased
4107	WCM Winthrop Capital Management Carmel, Indiana	$18K	$0	1	0%	Maintained
4108	CF Collier Financial Denver, Colorado	$17.7K	+$207	1	0.01%	Increased
4109	HHGA Halbert Hargrove Global Advisors Long Beach, California	$17.6K	-$2.6K	3	0%	Reduced
4110	BA Blueline Advisors Exeter, New Hampshire	$16.7K	$0	1	0.01%	Maintained
4111	1NWS 1 North Wealth Services Annapolis, Maryland	$16.5K	$0	2	0.01%	Maintained
4112	PK Pflug Koory Omaha, Nebraska	$15.9K	$0	1	0.01%	Maintained
4113	WBWA William B. Walkup & Associates Columbia, South Carolina	$15.4K	$0	1	0.01%	Maintained
4114	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$15.2K	$0	3	0.01%	Maintained
4115	MASM MH & Associates Securities Management Carlsbad, California	$14.6K	+$15.3K	1	0.01%	New
4116	DMKJ David M. Knott Jr	$14.4K	$0	1	0.01%	Maintained
4117	SR Syntax Research Boca Raton, Florida	$13.1K	$0	1	0.01%	Maintained
4118	DWA Delos Wealth Advisors Dallas, Texas	$12.8K	-$10.9K	3	0.01%	Reduced
4119	APW Atlantic Private Wealth Chapel Hill, North Carolina	$12.6K	-$26.5K	1	0.01%	Reduced
4120	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$12.3K	$0	1	0.01%	Maintained
4121	PIS POM Investment Strategies Raleigh, North Carolina	$11.9K	-$22.1K	3	0.01%	Reduced
4122	HIA HFM Investment Advisors Glassboro, New Jersey	$11.7K	-$9.52K	3	0%	Reduced
4123	WOSD WFA of San Diego San Diego, California	$11.4K	$0	2	0.01%	Maintained
4124	SC Stance Capital Boston, Massachusetts	$10.9K	-$2.35M	1	0.01%	Reduced
4125	PS PayPay Securities Tokyo, Japan	$10.7K	-$11K	3	0.37%	Reduced