← 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
2826	SCFS S.C. Financial Services Scottsdale, Arizona	$0	-$208K	0	–	Closed
2827	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$0	-$241K	0	–	Closed
2828	SWM SFG Wealth Management Towson, Maryland	$0	-$251K	0	–	Closed
2829	SPP Single Point Partners Boston, Massachusetts	$0	-$223K	0	–	Closed
2830	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$0	-$259K	0	–	Closed
2831	SMC Smith, Moore & Co Clayton, Missouri	$0	-$262K	0	–	Closed
2832	SoftBank Group Tokyo, Japan	$0	-$1.37M	0	–	Closed
2833	SW Solidarity Wealth Lehi, Utah	$0	-$278K	0	–	Closed
2834	SIA Soltis Investment Advisors St. George, Utah	$0	-$240K	0	–	Closed
2835	SI Sora Investors Bryn Mawr, Pennsylvania	$0	-$214K	0	–	Closed
2836	SEP Southland Equity Partners Wildwood, Missouri	$0	-$228K	0	–	Closed
2837	SFM Spartan Fund Management Toronto, Ontario, Canada	$0	-$1.26M	0	–	Closed
2838	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$0	$0	1	0%	Maintained
2839	SCI Stableford Capital II Scottsdale, Arizona	$0	-$1.7M	0	–	Closed
2840	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$2.87M	0	–	Closed
2841	SAM Strategy Asset Managers Pasadena, California	$0	-$245K	0	–	Closed
2842	SP Successful Portfolios Clearwater, Florida	$0	-$230K	0	–	Closed
2843	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$0	-$230K	0	–	Closed
2844	TFO Tarbox Family Office Newport Beach, California	$0	-$121K	0	–	Closed
2845	TFA Teamwork Financial Advisors San Antonio, Texas	$0	-$1.32M	0	–	Closed
2846	TAM Telemark Asset Management Boston, Massachusetts	$0	-$11.1M	0	–	Closed
2847	Temasek Holdings Singapore	$0	-$69.8M	0	–	Closed
2848	TPI Tesco Pension Investment London, United Kingdom	$0	-$73.3M	0	–	Closed
2849	TIM Thompson Investment Management Madison, Wisconsin	$0	-$214K	0	–	Closed
2850	TF Threadgill Financial Spring, Texas	$0	-$2.43M	0	–	Closed