← 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
2626	SFMG Sage Financial Management Group Mclean, Virginia	$0	-$32K	–	Closed
2627	SIC Samalin Investment Counsel Chappaqua, New York	$0	-$225K	–	Closed
2628	SCA Sassicaia Capital Advisers Jericho, New York	$0	-$472K	–	Closed
2629	SM SB Management Abu Dhabi, United Arab Emirates	$0	-$385M	–	Closed
2630	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$0	-$235K	–	Closed
2631	SRFM Shannon River Fund Management New York	$0	-$18M	–	Closed
2632	SGA Siguler Guff Advisers New York	$0	-$118K	–	Closed
2633	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$0	-$1.01M	–	Closed
2634	Sowell Financial Services North Little Rock, Arkansas	$0	-$4.81M	–	Closed
2635	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$0	-$1.24M	–	Closed
2636	SW StrongBox Wealth Lee's Summit, Missouri	$0	-$388K	–	Closed
2637	SLF Sun Life Financial Toronto, Ontario, Canada	$0	-$176K	–	Closed
2638	TS Tamar Securities Woodland Hills, California	$0	-$3.28M	–	Closed
2639	TAM Telemark Asset Management Boston, Massachusetts	$0	-$10M	–	Closed
2640	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$0	-$498K	–	Closed
2641	TCP ThornTree Capital Partners Boston, Massachusetts	$0	-$9.28M	–	Closed
2642	TCWM Total Clarity Wealth Management St. Charles, Illinois	$0	-$307K	–	Closed
2643	TCA Transcend Capital Advisors Madison, New Jersey	$0	-$1.94M	–	Closed
2644	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$0	-$548K	–	Closed
2645	UBV United Bank (Virginia) Vienna, Virginia	$0	-$212K	–	Closed
2646	UOMF University of Massachusetts Foundation Newton, Massachusetts	$0	-$377K	–	Closed
2647	VIP Vantage Investment Partners Kansas City, Missouri	$0	-$11.4M	–	Closed
2648	VC Vicus Capital State College, Pennsylvania	$0	-$370K	–	Closed
2649	WA Wealth Advisors Rancho Santa Fe, California	$0	-$678K	–	Closed
2650	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$47K	–	Closed