← 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
2851	SCM Sebold Capital Management Lisle, Illinois	$324K	-$8.29K	1	0.21%	Reduced
2852	ST Sabal Trust St. Petersburg, Florida	$322K	+$3.84K	1	0.02%	Increased
2853	Krane Funds Advisors New York	$322K	-$17.6K	1	0.01%	Reduced
2854	WWP WR Wealth Planners Columbia, Missouri	$320K	+$7.22K	4	0.09%	Increased
2855	WAM Werlinich Asset Management Stamford, Connecticut	$320K	$0	1	0.19%	Maintained
2856	AIC Archer Investment Corporation Carmel, Indiana	$318K	-$3.07K	4	0.09%	Reduced
2857	RI Ridgewood Investments Springfield, New Jersey	$318K	-$97.6K	3	0.16%	Reduced
2858	IIA Integral Investment Advisors Turlock, California	$316K	-$2.47K	1	0.11%	Reduced
2859	NC Napatree Capital Westerly, Rhode Island	$315K	+$295K	1	0.22%	New
2860	VF Vawter Financial Columbus, Ohio	$313K	$0	1	0.19%	Maintained
2861	KCPG Kavar Capital Partners Group Leawood, Kansas	$312K	$0	1	0.05%	Maintained
2862	RIM Rockbridge Investment Management Syracuse, New York	$311K	+$1.53K	1	0.04%	Increased
2863	EFA Evernest Financial Advisors Carmel, Indiana	$311K	-$8.2K	1	0.08%	Reduced
2864	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$310K	$0	1	0.14%	Maintained
2865	DFG Delta Financial Group Basking Ridge, New Jersey	$310K	+$7.17K	1	0.12%	Increased
2866	SIC Sigma Investment Counselors Northville, Michigan	$310K	$0	1	0.02%	Maintained
2867	CNWM Clay Northam Wealth Management Huntington Beach, California	$309K	+$255K	1	0.21%	New
2868	PWAM Pinnacle West Asset Management Casper, Wyoming	$309K	+$3.84K	1	0.22%	Increased
2869	KA Kercheville Advisors San Antonio, Texas	$309K	+$12.3K	1	0.13%	Increased
2870	FAM Forte Asset Management Bedford, New York	$308K	$0	1	0.16%	Maintained
2871	PCA Peddock Capital Advisors Braintree, Massachusetts	$308K	-$2.56K	1	0.07%	Reduced
2872	RRA Round Rock Advisors Wilton, Connecticut	$307K	+$87.6K	1	0.07%	Increased
2873	VI VanderPol Investments Caledonia, Michigan	$307K	+$25.1K	1	0.68%	Increased
2874	MAG Mayfair Advisory Group Birmingham, Alabama	$307K	-$1.41K	1	0.19%	Reduced
2875	BBNA Bremer Bank National Association St Paul, Minnesota	$307K	-$49.4K	1	0.06%	Reduced