← 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
4276	MCM MidAtlantic Capital Management Richmond, Virginia	$49.8K	+$55.8K	1	0.03%	New
4277	Clal Insurance Tel-Aviv, Israel	$49K	-$5.83K	2	0%	Reduced
4278	SRCM Signature Resources Capital Management Newport Beach, California	$48.8K	-$35.7K	3	0.02%	Reduced
4279	CFG Clayton Financial Group St. Louis, Missouri	$48.4K	+$42.6K	3	0.02%	Increased
4280	BFS Bare Financial Services Gap, Pennsylvania	$47.9K	-$11.7K	4	0.01%	Reduced
4281	BGAI Bruce G. Allen Investments Denver, Colorado	$47.9K	-$30.4K	2	0.03%	Reduced
4282	VWA Valued Wealth Advisors Holladay, Utah	$47.6K	+$4.23K	3	0.02%	Increased
4283	MG MilWealth Group Milwaukee, Wisconsin	$46.4K	+$2.71K	2	0.01%	Increased
4284	GWSA Global Wealth Strategies & Associates Denver, Colorado	$45.7K	-$46	2	0.01%	Reduced
4285	PIS POM Investment Strategies Raleigh, North Carolina	$44.6K	+$38.8K	4	0.02%	Increased
4286	PP PFS Partners Mine Hill, New Jersey	$44.5K	$0	3	0.02%	Maintained
4287	PWA Principia Wealth Advisory Dallas, Texas	$44.4K	+$6.78K	4	0.03%	Increased
4288	CIC Concord Investment Counsel Irvine, California	$44K	-$4.28M	1	0.01%	Reduced
4289	AI Atomic Invest New York	$43.4K	+$43.2K	3	0.02%	New
4290	CRI Commonwealth Retirement Investments Richmond, Virginia	$43K	+$41.9K	3	0.01%	New
4291	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$42.8K	+$23.1K	2	0.01%	Increased
4292	RIAS Rachor Investment Advisory Services Linden, Michigan	$42.5K	+$44.3K	3	0.02%	New
4293	MS Monetary Solutions Dayton, Ohio	$42.4K	+$42.7K	2	0.04%	New
4294	LC Luminist Capital Grand Rapids, Michigan	$42K	-$5.61K	2	0.05%	Reduced
4295	APW Atlantic Private Wealth Chapel Hill, North Carolina	$41.8K	-$2.35K	2	0.03%	Reduced
4296	Altshuler Shaham Tel Aviv, Israel	$41.3K	+$20.7K	3	0%	Increased
4297	NECFA New England Capital Financial Advisors Meriden, Connecticut	$41.2K	-$8.2K	3	0.02%	Reduced
4298	PP Pacifica Partners Surrey, Canada	$40.6K	+$3.08K	2	0.02%	Increased
4299	STB S&T Bank Indiana, Pennsylvania	$39K	+$2.79K	3	0.01%	Increased
4300	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$37.9K	$0	1	0.01%	Maintained