← 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
2801	EC Elequin Capital New York	$2K	+$1.97K	1	0%	New
2802	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2K	-$143K	1	0%	Reduced
2803	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$2K	+$2.25K	1	0%	New
2804	AFS Annapolis Financial Services Annapolis, Maryland	$1K	$0	2	0%	Maintained
2805	SPA Shore Point Advisors Brielle, New Jersey	$1K	+$1.16K	1	0%	New
2806	WAC William Allan Corp Fort Collins, Colorado	$1K	+$1.41K	1	0%	New
2807	HVM Harvest Volatility Management Norwalk, Connecticut	$806	+$843	1	0%	New
2808	55I LLC Boston, Massachusetts	$0	-$751K	0	–	Closed
2809	AGA Accuvest Global Advisors Provo, Utah	$0	-$287K	0	–	Closed
2810	Achmea Investment Management Zeist, Netherlands	$0	-$23.4M	0	–	Closed
2811	ASP Adams Street Partners Chicago, Illinois	$0	-$20.3M	0	–	Closed
2812	AFP Advus Financial Partners Winter Park, Florida	$0	-$251K	0	–	Closed
2813	AIA AIMZ Investment Advisors Los Altos, California	$0	-$215K	0	–	Closed
2814	ACM Alight Capital Management New York	$0	-$10.8M	0	–	Closed
2815	ASFA All Season Financial Advisors Denver, Colorado	$0	-$275K	0	–	Closed
2816	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.74M	0	–	Closed
2817	AOG Alpha Omega Group Reston, Virginia	$0	-$380K	0	–	Closed
2818	AOWM Alpha Omega Wealth Management Richmond, Virginia	$0	-$229K	0	–	Closed
2819	Alpha Wave Global New York	$0	-$45.9M	0	–	Closed
2820	AWM Altus Wealth Management Ft Mitchell, Kentucky	$0	-$257K	0	–	Closed
2821	ACI AMP Capital Investors Sydney, Australia	$0	-$119M	0	–	Closed
2822	ACMH Andar Capital Management (HK) Hong Kong	$0	-$11.4M	0	–	Closed
2823	AI ArchPoint Investors Coral Gables, Florida	$0	-$713K	0	–	Closed
2824	ACM Ashford Capital Management Wilmington, Delaware	$0	-$226K	0	–	Closed
2825	AC Athanor Capital New York	$0	-$1.53M	0	–	Closed