← 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
2451	WTB Washington Trust Bank Spokane, Washington	$264K	+$291K	1	0.03%	New
2452	CP CenterBook Partners Greenwich, Connecticut	$263K	+$266K	1	0.15%	New
2453	SEP Southland Equity Partners Wildwood, Missouri	$263K	+$12.4K	1	0.11%	Increased
2454	CSA Cottage Street Advisors Marion, Massachusetts	$262K	-$91.6K	1	0.15%	Reduced
2455	FPFS First Personal Financial Services Charlotte, North Carolina	$261K	-$16.4K	2	0.06%	Reduced
2456	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$261K	+$8.43K	1	0.09%	Increased
2457	SFM Signet Financial Management Parsippany, New Jersey	$261K	+$278K	3	0.04%	New
2458	YWS Yarger Wealth Strategies Westerville, Ohio	$261K	+$264K	1	0.28%	New
2459	AIS American Investment Services Great Barrington, Massachusetts	$260K	$0	1	0.06%	Maintained
2460	ORC O'Rourke & Company Boston, Massachusetts	$260K	+$288K	1	0.17%	New
2461	PCWA Pacific Capital Wealth Advisors Corona, California	$260K	$0	1	0.07%	Maintained
2462	PGAM Princeton Global Asset Management Princeton, New Jersey	$260K	-$276K	1	0.07%	Reduced
2463	CCB Cutter & Co Brokerage Ballwin, Missouri	$259K	-$176K	1	0.07%	Reduced
2464	SAM Seelaus Asset Management Chatham, New Jersey	$259K	$0	1	0.14%	Maintained
2465	GWM Gray Wealth Management Bangor, Maine	$257K	+$10.1K	1	0.13%	Increased
2466	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$256K	-$15.2K	1	0.09%	Reduced
2467	PIP Peachtree Investment Partners Indian River Shores,, Florida	$256K	+$283K	1	0.11%	New
2468	RCA Ranch Capital Advisors Sarasota, Florida	$256K	-$57.6K	1	0.17%	Reduced
2469	TIM Thompson Investment Management Madison, Wisconsin	$256K	$0	1	0.04%	Maintained
2470	SW StrongBox Wealth Lee's Summit, Missouri	$255K	+$309K	1	0.13%	New
2471	AIA Arbor Investment Advisors Winston Salem, North Carolina	$254K	$0	1	0.05%	Maintained
2472	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$254K	-$281	1	0.02%	Reduced
2473	BCM Basso Capital Management Stamford, Connecticut	$254K	$0	1	0.03%	Maintained
2474	CFIA Cantor Fitzgerald Investment Advisors New York	$254K	$0	1	0.02%	Maintained
2475	CWM CCG Wealth Management San Diego, California	$254K	$0	1	0.13%	Maintained