← 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
1926	PCM Princeton Capital Management Red Bank, New Jersey	$2.12M	+$203K	2	0.48%	Increased
1927	FBFS First Business Financial Services Madison, Wisconsin	$2.12M	+$36.4K	3	0.16%	Increased
1928	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.12M	+$258K	1	0.99%	Increased
1929	AF Atala Financial Calabasas, California	$2.11M	+$51.6K	2	1.29%	Increased
1930	CCM Chiron Capital Management Tallahassee, Florida	$2.11M	-$390K	2	1.9%	Reduced
1931	JBC Jefferson Bridge Capital Nashville, Tennessee	$2.11M	$0	2	1.83%	Maintained
1932	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$2.11M	+$2.27M	2	0.14%	New
1933	KAM Kazazian Asset Management Fort Lauderdale, Florida	$2.1M	+$337K	1	1.89%	Increased
1934	PCM Parsons Capital Management Providence, Rhode Island	$2.1M	-$269K	2	0.1%	Reduced
1935	BWG Beta Wealth Group San Diego, California	$2.1M	+$716K	2	0.79%	Increased
1936	SPWM Straight Path Wealth Management Jenison, Michigan	$2.1M	+$47.7K	1	0.49%	Increased
1937	WAS Winch Advisory Services Appleton, Wisconsin	$2.09M	+$91.1K	3	0.44%	Increased
1938	Sands Capital Management Arlington, Virginia	$2.09M	-$3.97M	1	0.01%	Reduced
1939	MWM Maridea Wealth Management Brooklyn, New York	$2.09M	+$923K	2	0.23%	Increased
1940	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$2.08M	+$506K	1	0.5%	Increased
1941	GWP Gateway Wealth Partners Appleton, Wisconsin	$2.08M	-$3.15M	4	0.12%	Reduced
1942	HAM Harmony Asset Management Scottsdale, Arizona	$2.08M	-$1.03M	3	0.56%	Reduced
1943	Forum Financial Management Lombard, Illinois	$2.08M	-$17M	2	0.03%	Reduced
1944	SOW State of Wyoming Cheyenne, Wyoming	$2.07M	-$611K	4	0.21%	Reduced
1945	PAM Pegasus Asset Management Montebello, New York	$2.06M	-$2.07M	1	0.59%	Reduced
1946	NHT New Hampshire Trust Concord, New Hampshire	$2.06M	-$34.6K	2	0.39%	Reduced
1947	RGF Retirement Guys Formula Maumee, Ohio	$2.06M	+$226K	1	0.78%	Increased
1948	POIA Pin Oak Investment Advisors Houston, Texas	$2.06M	-$11.4K	3	1.46%	Reduced
1949	VCM Versant Capital Management Phoenix, Arizona	$2.05M	-$374K	6	0.18%	Reduced
1950	KWM Keebeck Wealth Management Chicago, Illinois	$2.05M	+$699K	4	0.2%	Increased