← 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
2276	WIC Whitegate Investment Counselors Concord, New Hampshire	$226K	+$214K	1	0.03%	New
2277	1WM 1900 Wealth Management San Antonio, Texas	$225K	+$212K	1	0.02%	New
2278	MCM McRae Capital Management Morristown, New Jersey	$225K	+$198K	1	0.05%	New
2279	FRA Frank Rimerman Advisors Palo Alto, California	$225K	-$11.1K	1	0.09%	Reduced
2280	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$224K	+$206K	1	0.11%	New
2281	FAG Financial Advisory Group Houston, Texas	$224K	+$212K	1	0.05%	New
2282	FCFC First Citizens Financial Corp Mason City, Iowa	$224K	+$211K	1	0.17%	New
2283	FPFS First Personal Financial Services Charlotte, North Carolina	$224K	$0	2	0.06%	Maintained
2284	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$224K	+$212K	1	0.02%	New
2285	FFA Founders Financial Alliance Raleigh, North Carolina	$223K	+$211K	1	0.1%	New
2286	CFS CRA Financial Services Northfield, New Jersey	$222K	+$209K	1	0.08%	New
2287	ANBT American National Bank & Trust Wichita Falls, Texas	$221K	+$13.4K	1	0.05%	Increased
2288	JWM Janiczek Wealth Management Denver, Colorado	$221K	+$23.8K	3	0.08%	Increased
2289	PMFA Plante Moran Financial Advisors Southfield, Michigan	$221K	-$308K	3	0.05%	Reduced
2290	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$221K	+$209K	1	0.12%	New
2291	SAM Seelaus Asset Management Chatham, New Jersey	$221K	-$138K	1	0.13%	Reduced
2292	SEP Southland Equity Partners Wildwood, Missouri	$221K	+$208K	1	0.1%	New
2293	AIS American Investment Services Great Barrington, Massachusetts	$220K	$0	1	0.05%	Maintained
2294	BDS Banco de Sabadell Miami, Florida	$220K	-$4.15M	1	0.15%	Reduced
2295	PCWA Pacific Capital Wealth Advisors Corona, California	$220K	$0	1	0.11%	Maintained
2296	CF Corrigan Financial Middletown, Rhode Island	$220K	+$207K	1	0.07%	New
2297	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$219K	+$207K	1	0.03%	New
2298	WFA Wellspring Financial Advisors Cleveland, Ohio	$219K	+$207K	1	0.07%	New
2299	MIA MainStreet Investment Advisors Chicago, Illinois	$216K	+$204K	1	0.02%	New
2300	PWMG Prestige Wealth Management Group Flemington, New Jersey	$215K	-$224K	3	0.06%	Reduced