← 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
2001	IPAM Investment Partners Asset Management Metuchen, New Jersey	$1.92M	+$654K	2	1.07%	Increased
2002	WAM Wakefield Asset Management Englewood, Colorado	$1.92M	+$17.3K	3	0.43%	Increased
2003	KA Kercheville Advisors San Antonio, Texas	$1.91M	-$1.15M	1	0.58%	Reduced
2004	CCM Crew Capital Management Cincinnati, Ohio	$1.91M	+$2.02M	2	1.04%	New
2005	SEP Signature Equity Partners Columbus, Ohio	$1.91M	+$623K	6	0.88%	Increased
2006	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$1.91M	-$125K	4	0.51%	Reduced
2007	FDS Freedom Day Solutions Houston, Texas	$1.91M	+$1.9M	1	0.42%	New
2008	CWM Cabot Wealth Management Salem, Massachusetts	$1.9M	-$513K	3	0.19%	Reduced
2009	GIA GHP Investment Advisors Denver, Colorado	$1.9M	+$1.99M	3	0.07%	Increased
2010	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$1.9M	-$32.4K	2	1.01%	Reduced
2011	Aspiriant LLC Los Angeles, California	$1.89M	+$98.5K	1	0.05%	Increased
2012	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$1.89M	-$182K	2	0.05%	Reduced
2013	KAM Karani Asset Management New York	$1.89M	+$811K	2	1.36%	Increased
2014	TCPG Trivant Custom Portfolio Group San Diego, California	$1.89M	-$319K	2	1.01%	Reduced
2015	AA Altman Advisors Chicago, Illinois	$1.89M	+$2.21M	1	0.68%	New
2016	F8IS Figure 8 Investment Strategies Boise, Idaho	$1.88M	+$1.14M	1	1.59%	Increased
2017	CCS Concentric Capital Strategies Stamford, Connecticut	$1.88M	+$2M	2	0.1%	New
2018	CWMK Caliber Wealth Management (Kansas) Overland Park, Kansas	$1.88M	+$326K	1	0.18%	Increased
2019	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$1.88M	+$62.3K	3	0.28%	Increased
2020	BCA Bay Colony Advisors Concord, Massachusetts	$1.87M	-$3.68M	1	0.21%	Reduced
2021	BDWCC B&D White Capital Company Lakeway, Texas	$1.87M	+$1.85M	2	0.19%	Increased
2022	NI Natural Investments Windsor, California	$1.87M	-$125K	2	0.41%	Reduced
2023	FC FORA Capital Miami, Florida	$1.87M	-$1.61M	4	0.13%	Reduced
2024	MC Machina Capital Paris, France	$1.87M	-$2.21M	2	0.3%	Reduced
2025	MAWA Moss Adams Wealth Advisors Seattle, Washington	$1.87M	-$7.56K	3	0.12%	Reduced