← 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
2651
AFWM
AMJ Financial Wealth Management
Virginia
$0 -$312K 0 – Closed
2652
AWA
Amplius Wealth Advisors
Pennsylvania
$0 -$291K 0 – Closed
2653
Aquatic Capital Management
Aquatic Capital Management
Illinois
$0 -$971K 0 – Closed
2654
AIA
Arbor Investment Advisors
North Carolina
$0 -$212K 0 – Closed
2655
AAMC
Asset Allocation & Management Company
Illinois
$0 -$207K 0 – Closed
2656
AGAM
Audent Global Asset Management
California
$0 -$2.56M 0 – Closed
2657
BCM
Basso Capital Management
Connecticut
$0 -$105K 0 – Closed
2658
BCM
Beck Capital Management
Texas
$0 -$1.4M 0 – Closed
2659
BA
Bellwether Advisors
Nebraska
$0 -$5.65K 1 0% Reduced
2660
BFWA
Benchmark Financial Wealth Advisors
Florida
$0 -$209K 0 – Closed
2661
BCP
Berkeley Capital Partners
Georgia
$0 -$287K 0 – Closed
2662
BIA
Bigelow Investment Advisors
Maine
$0 -$213K 0 – Closed
2663
BWM
Biltmore Wealth Management
Arizona
$0 -$766K 0 – Closed
2664
BCP
Blackhawk Capital Partners
Wisconsin
$0 -$5.41M 0 – Closed
2665
BCP
Blue Chip Partners
Michigan
$0 -$419K 0 – Closed
2666
BSAM
Blue Square Asset Management
New York
$0 -$1.33M 0 – Closed
2667
BWM
BNC Wealth Management
Oregon
$0 -$1.79M 0 – Closed
2668
BIG
Boothe Investment Group
Delaware
$0 -$2.06M 0 – Closed
2669
BHCM
Boulder Hill Capital Management
New York
$0 -$2.19M 0 – Closed
2670
BM
Bridger Management
New York
$0 -$7.11M 0 – Closed
2671
BWM
Buckley Wealth Management
Nevada
$0 -$951K 0 – Closed
2672
BWM
Bulltick Wealth Management
Florida
$0 -$208K 0 – Closed
2673
CBN
Cadence Bank NA
Texas
$0 -$264K 0 – Closed
2674
CC
Cadinha & Co
Hawaii
$0 -$216K 0 – Closed
2675
CC
Callan Capital
California
$0 -$244K 0 – Closed
105 106
107
108 109