← 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
2076	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$16K	$0	1	0.01%	Maintained
2077	RG Retirement Group San Diego, California	$16K	-$42.7K	1	0.01%	Reduced
2078	AIL AGF Investments LLC Toronto, Ontario, Canada	$14K	-$3.13K	1	0%	Reduced
2079	BBL Beck Bode LLC Dedham, Massachusetts	$13K	+$10.9K	1	0%	New
2080	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$13K	$0	1	0.01%	Maintained
2081	HWM HighMark Wealth Management St. Paul, Minnesota	$13K	-$447	2	0.01%	Reduced
2082	RIM Ranger Investment Management Dallas, Texas	$13K	$0	1	0%	Maintained
2083	Sageworth Trust Lancaster, Pennsylvania	$13K	-$876	1	0%	Reduced
2084	AP Atwood & Palmer Kansas City, Missouri	$12K	$0	1	0%	Maintained
2085	TD Ameritrade Investment Management Omaha, Nebraska	$12K	+$447	1	0%	Increased
2086	FNBOSM First National Bank of South Miami South Miami, Florida	$11K	$0	1	0.01%	Maintained
2087	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$11K	+$6.57K	1	0%	Increased
2088	PFG Pacific Financial Group Bellevue, Washington	$10K	+$8.76K	1	0.01%	New
2089	Highbridge Capital Management New York	$9K	+$8.27M	1	0%	New
2090	MWA Moser Wealth Advisors Bellevue, Washington	$8K	$0	1	0.01%	Maintained
2091	PS Planned Solutions Folsom, California	$8K	+$6.57K	1	0.01%	New
2092	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$7K	$0	1	0.01%	Maintained
2093	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$7K	-$1.53K	2	0%	Reduced
2094	LFG LifePlan Financial Group Dayton, Ohio	$7K	$0	1	0%	Maintained
2095	BC Barnett & Company Chattanooga, Tennessee	$6K	-$5.47K	1	0%	Reduced
2096	IWP IAG Wealth Partners Waukesha, Wisconsin	$6K	$0	1	0%	Maintained
2097	SAM S.A. Mason Holland, Michigan	$6K	+$5.7K	1	0.01%	New
2098	FP Fiduciary Planning Englewood, Florida	$5K	+$4.38K	1	0.01%	New
2099	MIM Macroview Investment Management Bethesda, Maryland	$5K	+$4.18K	2	0.01%	New
2100	PCC Park Circle Company Baltimore, Maryland	$5K	+$4.75K	1	0.01%	New