← 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
2876	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$259K	-$563	1	0.02%	Reduced
2877	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$258K	$0	1	0.1%	Maintained
2878	WRM Weybosset Research & Management Province, Rhode Island	$258K	+$2.68K	1	0.1%	Increased
2879	TFA Trinity Financial Advisors Columbus, Ohio	$258K	$0	1	0.12%	Maintained
2880	BIP Blueprint Investment Partners Greensboro, North Carolina	$257K	-$772K	1	0.06%	Reduced
2881	FTC Farmers Trust Company Youngstown, Ohio	$257K	$0	1	0.05%	Maintained
2882	CV Counterweight Ventures Wilmington, North Carolina	$257K	-$4.01K	1	0.19%	Reduced
2883	CA CV Advisors Aventura, Florida	$257K	$0	1	0.13%	Maintained
2884	AGA Arkos Global Advisors Houston, Texas	$257K	-$325K	1	0.04%	Reduced
2885	AC Avory & Company Miami, Florida	$257K	-$61K	1	0.18%	Reduced
2886	NCM Northside Capital Management Hood River, Oregon	$256K	$0	1	0.04%	Maintained
2887	BLAM Bourne Lent Asset Management Pawling, New York	$256K	$0	1	0.1%	Maintained
2888	SFS Sharp Financial Services Horsham, Pennsylvania	$256K	$0	1	0.22%	Maintained
2889	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$255K	-$241K	1	1.13%	Reduced
2890	OHWA Oak Hill Wealth Advisors Lansdowne, Virginia	$255K	+$265K	1	0.08%	New
2891	FWM Forza Wealth Management Sarasota, Florida	$254K	+$17.1K	1	0.13%	Increased
2892	CWM Chesapeake Wealth Management Williamsburg, Virginia	$254K	-$4.4K	1	0.09%	Reduced
2893	BWA BlueChip Wealth Advisors Milton, Georgia	$254K	+$264K	1	0.15%	New
2894	WWP WR Wealth Planners Columbia, Missouri	$253K	-$5.56K	6	0.08%	Reduced
2895	AW Apricus Wealth Beaufort, South Carolina	$253K	$0	1	0.18%	Maintained
2896	CAIMH Central Asset Investments & Management Holdings Hong Kong	$253K	-$4.08M	1	0.09%	Reduced
2897	CB Chris Bulman Roseville, California	$253K	+$256K	3	0.17%	New
2898	GIM Groesbeck Investment Management Paramus, New Jersey	$252K	+$253K	1	0.35%	New
2899	WC Wexford Capital West Palm Beach, Florida	$252K	-$79.2K	1	0.06%	Reduced
2900	EP EPIQ Partners Minneapolis, Minnesota	$252K	$0	1	0.17%	Maintained