← 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	QC QCM Cayman Houston, Texas	$0	-$784K	–	Closed
2902	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$5.68M	–	Closed
2903	RAG RIA Advisory Group Des Moines, Iowa	$0	-$1.01M	–	Closed
2904	RA Ruggaard & Associates Hudson, Ohio	$0	-$201K	–	Closed
2905	SF Safeguard Financial Minocqua, Wisconsin	$0	-$72K	–	Closed
2906	SCA Sassicaia Capital Advisers Jericho, New York	$0	-$225K	–	Closed
2907	Sculptor Capital New York	$0	-$842K	–	Closed
2908	SRFM Shannon River Fund Management New York	$0	-$8.9M	–	Closed
2909	SCM Shaolin Capital Management Miami, Florida	$0	-$472K	–	Closed
2910	SIC Shoker Investment Counsel Oxford, Ohio	$0	-$205K	–	Closed
2911	SPP Single Point Partners Boston, Massachusetts	$0	-$284K	–	Closed
2912	SSG Summit Securities Group New York	$0	-$481K	–	Closed
2913	SWG Summit Wealth Group White River Junction, Vermont	$0	-$204K	–	Closed
2914	SXL Summit X LLC Chesterfield, Missouri	$0	-$229K	–	Closed
2915	SFP Sweet Financial Partners Fairmont, Minnesota	$0	-$201K	–	Closed
2916	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$307K	–	Closed
2917	TD Ameritrade Investment Management Omaha, Nebraska	$0	-$33K	–	Closed
2918	TDC Thompson Davis & Co Richmond, Virginia	$0	-$194K	–	Closed
2919	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$0	-$238K	–	Closed
2920	TA Townsend & Associates Westminster, Colorado	$0	-$205K	–	Closed
2921	TCA Troluce Capital Advisors Dorado, Puerto Rico	$0	-$528K	–	Closed
2922	UWM Udine Wealth Management Boca Raton, Florida	$0	-$2.07M	–	Closed
2923	VU Vanderbilt University Nashville, Tennessee	$0	-$211K	–	Closed
2924	Veritable Wilmington, Delaware	$0	-$5.99M	–	Closed
2925	VP Verum Partners Charlotte, North Carolina	$0	-$210K	–	Closed