← 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
2901
Old Mission Capital
Old Mission Capital
Illinois
$0 -$219K 0 – Closed
2902
OC
One01 Capital
California
$0 -$9.64M 0 – Closed
2903
OWM
OneAscent Wealth Management
Alabama
$0 -$452K 0 – Closed
2904
ONGA
O'Neil Global Advisors
California
$0 -$7.25M 0 – Closed
2905
OGF
Orin Green Financial
California
$0 -$2.18M 0 – Closed
2906
PAM
Palisade Asset Management
Minnesota
$0 -$203K 0 – Closed
2907
PI
Parkside Investments
Illinois
$0 -$1.19M 0 – Closed
2908
PRC
Pearl River Capital
Michigan
$0 -$1.42M 0 – Closed
2909
PWM
Prentice Wealth Management
New York
$0 -$149K 0 – Closed
2910
PWS
Private Wealth Strategies
Ohio
$0 -$24K 0 – Closed
2911
QC
QCM Cayman
Texas
$0 -$567K 0 – Closed
2912
QTM
qPULA Trading Management
New York
$0 -$217K 0 – Closed
2913
QIM
Quantitative Investment Management
Virginia
$0 -$19.3M 0 – Closed
2914
QOP
Quinn Opportunity Partners
Virginia
$0 -$2.29M 0 – Closed
2915
QVR
QVR
California
$0 -$297K 0 – Closed
2916
RIG
Ramiah Investment Group
Wisconsin
$0 -$1.89M 0 – Closed
2917
RA
Rational Advisors
New York
$0 -$1.08M 0 – Closed
2918
RTL
Red Tortoise LLC
Georgia
$0 -$10K 0 – Closed
2919
RF
RHS Financial
California
$0 -$2.27M 0 – Closed
2920
RAM
Riggs Asset Management
Pennsylvania
$0 -$4K 0 – Closed
2921
RWB
RMR Wealth Builders
New Jersey
$0 -$2.03M 0 – Closed
2922
RPCA
Running Point Capital Advisors
California
$0 -$731K 0 – Closed
2923
SCA
Sassicaia Capital Advisers
New York
$0 -$651K 0 – Closed
2924
SL
Savior LLC
Massachusetts
$0 -$9K 0 – Closed
2925
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$0 -$206K 0 – Closed