← 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
2201	WIC Woodmont Investment Counsel Nashville, Tennessee	$212K	$0	1	0.04%	Maintained
2202	CCC Chelsea Counsel Company Los Angeles, California	$211K	$0	1	0.1%	Maintained
2203	LCS Levin Capital Strategies New York	$211K	$0	1	0.02%	Maintained
2204	SAM Secure Asset Management Troy, Michigan	$211K	+$221K	1	0.12%	New
2205	Waverly Advisors Birmingham, Alabama	$211K	+$210K	1	0.02%	New
2206	CSA Cottage Street Advisors Marion, Massachusetts	$210K	-$223K	1	0.14%	Reduced
2207	FRA Frank Rimerman Advisors Palo Alto, California	$210K	+$247K	1	0.09%	New
2208	RWM Raffa Wealth Management Washington, District of Columbia	$209K	+$93.4K	3	0.07%	Increased
2209	LFA Legacy Financial Advisors Covington, Kentucky	$208K	-$25.6K	1	0.06%	Reduced
2210	SIA Soltis Investment Advisors St. George, Utah	$208K	-$270K	1	0.04%	Reduced
2211	RRA Round Rock Advisors Wilton, Connecticut	$205K	+$215K	1	0.16%	New
2212	APG Abacus Planning Group Columbia, South Carolina	$204K	+$214K	1	0.07%	New
2213	FPFS First Personal Financial Services Charlotte, North Carolina	$203K	-$114K	2	0.06%	Reduced
2214	AIS American Investment Services Great Barrington, Massachusetts	$201K	+$528	1	0.05%	Increased
2215	AssetMark Inc Concord, California	$201K	-$24.3K	2	0%	Reduced
2216	CBN Cadence Bank NA Houston, Texas	$201K	-$287K	1	0.06%	Reduced
2217	SCM Stevens Capital Management Radnor, Pennsylvania	$201K	-$934K	1	0.11%	Reduced
2218	PCWA Pacific Capital Wealth Advisors Corona, California	$200K	+$211K	1	0.11%	New
2219	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$200K	-$670K	1	0.05%	Reduced
2220	ATC Adirondack Trust Company Saratoga Springs, New York	$199K	+$112K	1	0.11%	Increased
2221	SL Savior LLC Wellesley Hills, Massachusetts	$197K	+$5.58K	3	0.2%	Increased
2222	TWP TFO Wealth Partners Maumee, Ohio	$195K	+$205K	2	0.06%	New
2223	BFC Bedel Financial Consulting Indianapolis, Indiana	$191K	+$31K	2	0.07%	Increased
2224	DWP Destiny Wealth Partners Tavares, Florida	$190K	+$4.67K	2	0.04%	Increased
2225	BCM Blume Capital Management Berkeley, California	$189K	+$56.2K	3	0.07%	Increased