← 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
4126	WA Walsh & Associates Sarasota, Florida	$10.6K	+$720	3	0.01%	Increased
4127	CB Centennial Bank Conway, Arkansas	$10.5K	-$2.65K	1	0%	Reduced
4128	WCM Westend Capital Management Sausalito, California	$10.3K	-$8.97M	2	0%	Reduced
4129	HC Hara Capital Bellevue, Washington	$9.99K	+$11.5K	1	0.01%	New
4130	BGA Battery Global Advisors Boston, Massachusetts	$9.41K	-$464K	1	0.01%	Reduced
4131	Vanguard Advisers Inc Malvern, Pennsylvania	$9.07K	+$9.48K	1	0%	New
4132	EA Evolution Advisers Richmond, Virginia	$9K	$0	1	0%	Maintained
4133	MWA Merkkuri Wealth Advisors Hicksville, New York	$8.98K	+$9.76K	2	0.01%	New
4134	PSFG Park Square Financial Group Roswell, Georgia	$8.79K	+$9.72K	1	0.07%	New
4135	UFF USA Financial Formulas Ada, Michigan	$7K	+$1.41K	1	0%	Increased
4136	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$7K	$0	1	0%	Maintained
4137	SWA Strategic Wealth Advisors Scottsdale, Arizona	$7K	+$3.06K	1	0.01%	Increased
4138	VERPA Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia	$6.8K	+$7.65K	1	0.01%	New
4139	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$5.92K	$0	1	0.01%	Maintained
4140	GIM Gold Investment Management Edmonton, Alberta, Canada	$5.79K	$0	1	0%	Maintained
4141	HIC Hamrick Investment Counsel Seattle, Washington	$4.97K	+$5.2K	1	0%	New
4142	XC XY Capital Central, Hong Kong	$4.83K	+$5.05K	1	0%	New
4143	MWC MBM Wealth Consultants Chesterfield, Missouri	$4.78K	+$5.32K	2	0%	New
4144	BC Bulwark Capital Fernandina Beach, Florida	$4.67K	$0	1	0%	Maintained
4145	WFG Wormser Freres Gestion Paris, France	$4.58K	-$6.7M	1	0%	Reduced
4146	PLU Performa Ltd (US) Charleston, South Carolina	$4.26K	+$509	1	0%	Increased
4147	TVWM Tower View Wealth Management Shorewood, Wisconsin	$4.18K	-$16.1K	1	0%	Reduced
4148	SAS Spurstone Advisory Services Higganum, Connecticut	$3.73K	+$4.14K	1	0.06%	New
4149	YAL Your Advocates Ltd Houston, Texas	$3.66K	+$1.18K	1	0%	Increased
4150	MTI Merrithew & Thorsten Inc San Diego, California	$3K	$0	1	0%	Maintained