← 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	FA Fortis Advisors Wayne, Pennsylvania	$0	-$54K	0	–	Closed
2652	FSA Fort Sheridan Advisors Highland Park, Illinois	$0	-$226K	0	–	Closed
2653	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$0	-$225K	0	–	Closed
2654	FRA Frank Rimerman Advisors Palo Alto, California	$0	-$208K	0	–	Closed
2655	FDS Freedom Day Solutions Houston, Texas	$0	-$1.21M	0	–	Closed
2656	Fundsmith LLP London, United Kingdom	$0	-$13.9M	0	–	Closed
2657	GA Geller Advisors New York	$0	-$258K	0	–	Closed
2658	Glenview Capital Management New York	$0	-$10.4M	0	–	Closed
2659	GAG GM Advisory Group Melville, New York	$0	-$1.19M	0	–	Closed
2660	GC GMT Capital Atlanta, Georgia	$0	-$1.26M	0	–	Closed
2661	GLA Good Life Advisors Reading, Pennsylvania	$0	-$88K	0	–	Closed
2662	GD Grandfield & Dodd New York	$0	-$210K	0	–	Closed
2663	GIM Groesbeck Investment Management Paramus, New Jersey	$0	-$480K	0	–	Closed
2664	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$336K	0	–	Closed
2665	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$0	-$245K	0	–	Closed
2666	HF Halpern Financial Ashburn, Virginia	$0	-$203	0	–	Closed
2667	HW Hamilton Wealth Encino, California	$0	-$284K	0	–	Closed
2668	Haverford Trust Company Radnor, Pennsylvania	$0	-$226K	0	–	Closed
2669	HFS HBC Financial Services Seattle, Washington	$0	-$25K	1	0%	Reduced
2670	HPWM Highland Private Wealth Management Bellevue, Washington	$0	-$463K	0	–	Closed
2671	HNW High Note Wealth Deephaven, Minnesota	$0	-$2.42M	0	–	Closed
2672	HGM Highside Global Management Dallas, Texas	$0	-$6.04M	0	–	Closed
2673	HRC Hoertkorn Richard Charles	$0	-$72K	0	–	Closed
2674	HR Howe & Rusling Rochester, New York	$0	-$145K	0	–	Closed
2675	HUB Investment Partners Austin, Texas	$0	-$590K	0	–	Closed