← 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
2801	OFG Oxford Financial Group Carmel, Indiana	$0	-$225K	–	Closed
2802	PCWA Pacific Capital Wealth Advisors Corona, California	$0	-$223K	–	Closed
2803	PAG Paladin Advisory Group Clive, Iowa	$0	-$262K	–	Closed
2804	PM Parametrica Management Wanchai, Hong Kong	$0	-$709K	–	Closed
2805	PWM Paulson Wealth Management Wheaton, Illinois	$0	-$321K	–	Closed
2806	PFG PAX Financial Group San Antonio, Texas	$0	-$403K	–	Closed
2807	PIP Peachtree Investment Partners Indian River Shores,, Florida	$0	-$212K	–	Closed
2808	PC Permanens Capital New York	$0	-$5.71M	–	Closed
2809	PPWM PFG Private Wealth Management Lutz, Florida	$0	-$28K	–	Closed
2810	PFC Phocas Financial Corp Alameda, California	$0	-$266K	–	Closed
2811	PNAA Pictet North America Advisors Geneva 73, Switzerland	$0	-$209K	–	Closed
2812	PM Plustick Management Charlottesville, Virginia	$0	-$687K	–	Closed
2813	PCM Poehling Capital Management Madison, Wisconsin	$0	-$368K	–	Closed
2814	PointState Capital New York	$0	-$184M	–	Closed
2815	PFMU Privium Fund Management (UK) London, United Kingdom	$0	-$1.17M	–	Closed
2816	RWM RBA Wealth Management Newport Beach, California	$0	-$206K	–	Closed
2817	RCM Regency Capital Management Honolulu, Hawaii	$0	-$2.83M	–	Closed
2818	RVPG Relative Value Partners Group	$0	-$223K	–	Closed
2819	RHJA Rice Hall James & Associates San Diego, California	$0	-$1.59M	–	Closed
2820	RWM RKL Wealth Management Lancaster, Pennsylvania	$0	-$252K	–	Closed
2821	RHP Royal Harbor Partners Houston, Texas	$0	-$1.01M	–	Closed
2822	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$0	-$114K	–	Closed
2823	SCA Sander Capital Advisors Seattle, Washington	$0	-$4.07M	–	Closed
2824	SLWA San Luis Wealth Advisors San Luis Obispo, California	$0	-$65K	–	Closed
2825	SFG Sather Financial Group Victoria, Texas	$0	-$253K	–	Closed