← 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	% of Portfolio	Status
2601	MWP Meridian Wealth Partners Exton, Pennsylvania	$0	-$149K	–	Closed
2602	MHS M Holdings Securities Portland, Oregon	$0	-$2.18M	–	Closed
2603	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$16K	–	Closed
2604	MAM Myriad Asset Management North Point, Hong Kong	$0	-$3.81M	–	Closed
2605	NA Navellier & Associates Reno, Nevada	$0	-$6.57M	–	Closed
2606	NERM New England Research & Management Chicago, Illinois	$0	-$1.69M	–	Closed
2607	NCP NexWave Capital Partners New York	$0	-$232K	–	Closed
2608	NCM Noesis Capital Mangement Boca Raton, Florida	$0	-$238K	–	Closed
2609	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$35K	–	Closed
2610	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$187K	–	Closed
2611	OA Ocean Arete Hong Kong	$0	-$634K	–	Closed
2612	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$0	-$541K	–	Closed
2613	Palisade Capital Management Fort Lee, New Jersey	$0	-$592K	–	Closed
2614	PFM Patton Fund Management Dallas, Texas	$0	-$1.12M	–	Closed
2615	PAMI Perseverance Asset Management International George Town, Cayman Islands	$0	-$148K	–	Closed
2616	PCM Pinz Capital Management New York	$0	-$1.66M	–	Closed
2617	PFA Professional Financial Advisors North Platte, Nebraska	$0	-$409K	–	Closed
2618	PG Proffitt & Goodson Knoxville, Tennessee	$0	-$4K	–	Closed
2619	PFT Providence First Trust Scottsdale, Arizona	$0	-$1.62M	–	Closed
2620	QTM qPULA Trading Management New York	$0	-$283K	–	Closed
2621	RWG Regal Wealth Group Seal Beach, California	$0	-$51K	–	Closed
2622	Regents of the University of California Oakland, California	$0	-$2.8M	–	Closed
2623	RRA Round Rock Advisors Wilton, Connecticut	$0	-$205K	–	Closed
2624	RW RVW Wealth Los Angeles, California	$0	-$1M	–	Closed
2625	RFMS RWQ Financial Management Services Naples, Florida	$0	-$74K	–	Closed