← 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
2976	RWM Revisor Wealth Management Akron, Ohio	$238K	+$243K	1	0.11%	New
2977	BCG Breakwater Capital Group Paramus, New Jersey	$238K	-$4.62K	1	0.06%	Reduced
2978	JLBC J.L. Bainbridge & Co Sarasota, Florida	$236K	+$4.04K	1	0.03%	Increased
2979	KA Kercheville Advisors San Antonio, Texas	$236K	+$235K	1	0.11%	New
2980	LAM Lifestyle Asset Management Friendswood, Texas	$236K	+$226K	1	0.14%	New
2981	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$236K	+$218K	1	0.02%	New
2982	WHC Wulff, Hansen & Co San Rafael, California	$236K	-$189K	1	0.24%	Reduced
2983	MFS Madrona Financial Services Everett, Washington	$236K	+$226K	1	0.08%	New
2984	GWP Gateway Wealth Partners Appleton, Wisconsin	$235K	+$225K	1	0.08%	New
2985	ONSWM Old North State Wealth Management Wilmington, North Carolina	$235K	-$2.56M	1	0.15%	Reduced
2986	GCA Greenwood Capital Associates Greenwood, South Carolina	$235K	+$242K	1	0.03%	New
2987	WC Weil Company San Diego, California	$234K	-$309K	1	0.09%	Reduced
2988	IIA Integral Investment Advisors Turlock, California	$234K	+$3.79K	1	0.1%	Increased
2989	A AJOVista Boston, Massachusetts	$233K	-$157K	1	0.63%	Reduced
2990	BFA Benedict Financial Advisors Atlanta, Georgia	$233K	$0	1	0.06%	Maintained
2991	BLAM Bourne Lent Asset Management Pawling, New York	$232K	$0	1	0.09%	Maintained
2992	JWBC John W. Brooker & Co Oakland, California	$232K	$0	1	0.12%	Maintained
2993	AWM Abound Wealth Management Franklin, Tennessee	$231K	+$12.4K	4	0.09%	Increased
2994	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$230K	+$221K	1	0.06%	New
2995	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$230K	+$221K	1	0.03%	New
2996	JWM JFG Wealth Management Denver, Colorado	$230K	-$713K	1	0.06%	Reduced
2997	AW Apricus Wealth Beaufort, South Carolina	$230K	$0	1	0.16%	Maintained
2998	FLC Fifth Lane Capital Austin, Texas	$230K	+$213K	1	0.2%	New
2999	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$230K	-$19K	1	0.04%	Reduced
3000	SCM SOL Capital Management Rockville, Maryland	$230K	-$43.3K	1	0.03%	Reduced