← 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
2451	UID Union Investments & Development Tel Aviv, Israel	$116K	$0	1	0.05%	Maintained
2452	BAM Byrne Asset Management Kingston, New Jersey	$111K	-$917K	3	0.08%	Reduced
2453	HI Hudock Inc Williamsport, Pennsylvania	$111K	-$11.5K	2	0.04%	Reduced
2454	PWMG Prestige Wealth Management Group Flemington, New Jersey	$111K	-$266K	3	0.03%	Reduced
2455	MIG McGuire Investment Group Wakefield, Rhode Island	$107K	$0	1	0.02%	Maintained
2456	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$105K	$0	1	0.03%	Maintained
2457	HFS Heritage Financial Services Westwood, Massachusetts	$105K	+$112K	2	0.06%	New
2458	CFA Capstone Financial Advisors Downers Grove, Illinois	$103K	+$112K	1	0.01%	New
2459	AJ Ashburton (Jersey) St Helier, Jersey	$100K	$0	1	0.05%	Maintained
2460	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$100K	$0	1	0.06%	Maintained
2461	HWA HCR Wealth Advisors Los Angeles, California	$100K	-$248K	1	0.02%	Reduced
2462	Apella Capital West Hartford, Connecticut	$99K	+$613	1	0.01%	Increased
2463	ACA Atlas Capital Advisors Jackson, Wyoming	$98.9K	-$190K	2	0.02%	Reduced
2464	ACM Antonetti Capital Management Naples, Florida	$98K	-$9.72K	2	0.1%	Reduced
2465	Caption Management Oklahoma City, Oklahoma	$98K	-$4.3M	1	0%	Reduced
2466	FBFS First Business Financial Services Madison, Wisconsin	$98K	$0	1	0.01%	Maintained
2467	LJHT Laurie J. Hall Trustee	$98K	$0	2	0.05%	Maintained
2468	MW Milestone Wealth Buffalo, New York	$97K	-$7.95K	1	0.1%	Reduced
2469	AIC Archer Investment Corporation Carmel, Indiana	$96.5K	$0	2	0.04%	Maintained
2470	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$95K	$0	1	0.08%	Maintained
2471	PCA Providence Capital Advisors Charlotte, North Carolina	$95K	$0	2	0.03%	Maintained
2472	TF TimeScale Financial Danvers, Massachusetts	$95K	-$27.2K	3	0.03%	Reduced
2473	KIG Kessler Investment Group Columbus, Indiana	$94K	$0	2	0.08%	Maintained
2474	HFS Howard Financial Services Dallas, Texas	$92K	+$988	1	0.03%	Increased
2475	RWI Red Wave Investments Dillsburg, Pennsylvania	$92K	$0	1	0.04%	Maintained