← 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
2526
OH
Oikos Holdings
New York
$0 -$99.2M 0 – Closed
2527
P
Palladiem
Pennsylvania
$0 -$209K 0 – Closed
2528
PM
Parametrica Management
Hong Kong
$0 -$779K 0 – Closed
2529
PM
Pembroke Management
Quebec, Canada
$0 -$15.3M 0 – Closed
2530
PAA
Peregrine Asset Advisers
Oregon
$0 -$577K 0 – Closed
2531
PIM
Perpetual Investment Management
Australia
$0 -$202K 0 – Closed
2532
PFA
Pinnacle Family Advisors
Missouri
$0 -$1.22M 0 – Closed
2533
Plancorp LLC
Plancorp LLC
Missouri
$0 -$352K 0 – Closed
2534
PS
Planned Solutions
California
$0 -$64K 0 – Closed
2535
PSSGI
P-STS SPV GP I
California
$0 -$103M 0 – Closed
2536
PSSGI
P-STS SPV GP IA
California
$0 -$433M 0 – Closed
2537
QC
QCM Cayman
Texas
$0 -$806K 0 – Closed
2538
RWM
RBA Wealth Management
California
$0 -$217K 0 – Closed
2539
RIA
Regal Investment Advisors
Michigan
$0 -$3.06M 0 – Closed
2540
RWA
RGT Wealth Advisors
Texas
$0 -$290K 0 – Closed
2541
RI
Ridgewood Investments
New Jersey
$0 -$279K 0 – Closed
2542
RCP
Rothschild Capital Partners
New York
$0 -$5.29M 0 – Closed
2543
RHP
Royal Harbor Partners
Texas
$0 -$1.07M 0 – Closed
2544
SIAG
Safeguard Investment Advisory Group
California
$0 -$82K 0 – Closed
2545
SBWIC
Schaper Benz & Wise Investment Counsel
Wisconsin
$0 -$205K 0 – Closed
2546
Scout Investments
Scout Investments
Missouri
$0 -$12.6M 0 – Closed
2547
SWM
Sculati Wealth Management
Michigan
$0 -$200K 0 – Closed
2548
SIM
Seaview Investment Managers
Florida
$0 -$62K 0 – Closed
2549
SIG
Senator Investment Group
New York
$0 -$42.3M 0 – Closed
2550
SGAM
Smith Group Asset Management
Texas
$0 -$6.38M 0 – Closed
100 101
102
103 104