← 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
2901	ONST Old North State Trust Greensboro, North Carolina	$0	-$32K	–	Closed
2902	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$1.16M	–	Closed
2903	OWA Outlook Wealth Advisors Shenandoah, Texas	$0	-$217K	–	Closed
2904	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$0	-$684K	–	Closed
2905	Palisade Capital Management Fort Lee, New Jersey	$0	-$229K	–	Closed
2906	PP Patten & Patten Chattanooga, Tennessee	$0	-$224K	–	Closed
2907	PW Peninsula Wealth San Francisco, California	$0	-$244K	–	Closed
2908	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$0	-$5.77M	–	Closed
2909	Pentwater Capital Management Naples, Florida	$0	-$3.54M	–	Closed
2910	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$0	-$490K	–	Closed
2911	PCM Pinz Capital Management New York	$0	-$122K	–	Closed
2912	PRWA Platte River Wealth Advisors Louisville, Colorado	$0	-$3.41M	–	Closed
2913	PL Pluribus Labs Mill Valley, California	$0	-$215K	–	Closed
2914	PM Precept Management Dallas, Texas	$0	-$2.54M	–	Closed
2915	PAM Premier Asset Management Chicago, Illinois	$0	-$243K	–	Closed
2916	PCMC Private Capital Management (Colorado) Denver, Colorado	$0	-$205K	–	Closed
2917	PFA Professional Financial Advisors North Platte, Nebraska	$0	-$643K	–	Closed
2918	RCA Ranch Capital Advisors Sarasota, Florida	$0	-$256K	–	Closed
2919	RK Rather & Kittrell Knoxville, Tennessee	$0	-$23K	–	Closed
2920	RWG Ratio Wealth Group Denver, Colorado	$0	-$226K	–	Closed
2921	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$0	-$780K	–	Closed
2922	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$0	-$110K	–	Closed
2923	RWA RGT Wealth Advisors Dallas, Texas	$0	-$206K	–	Closed
2924	RWP Ridgecrest Wealth Partners Mill Valley, California	$0	-$902K	–	Closed
2925	RI Rinkey Investments San Diego, California	$0	-$17K	–	Closed