← 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
2926	RCM Rivernorth Capital Management West Palm Beach, Florida	$0	-$998K	0	–	Closed
2927	River Road Asset Management Louisville, Kentucky	$0	-$248K	0	–	Closed
2928	RP Riverwater Partners Milwaukee, Wisconsin	$0	-$397K	0	–	Closed
2929	RIG Roosevelt Investment Group New York	$0	-$16M	0	–	Closed
2930	RA Rovida Advisors Fort Lauderdale, Florida	$0	-$83.3M	0	–	Closed
2931	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$0	-$234K	0	–	Closed
2932	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$0	-$236K	0	–	Closed
2933	SM Senvest Management New York	$0	-$4.1M	0	–	Closed
2934	SAM Sequent Asset Management Houston, Texas	$0	-$589K	0	–	Closed
2935	SM SG3 Management Dorado, Puerto Rico	$0	-$4.37M	0	–	Closed
2936	SSIM Sheets Smith Investment Management Houston, Texas	$0	-$1.96M	0	–	Closed
2937	SWM Shelton Wealth Management Fort Worth, Texas	$0	-$300K	0	–	Closed
2938	SPA Shore Point Advisors Brielle, New Jersey	$0	-$1K	0	–	Closed
2939	SIC Sigma Investment Counselors Northville, Michigan	$0	-$221K	0	–	Closed
2940	SAM SignalPoint Asset Management Springfield, Missouri	$0	-$440K	0	–	Closed
2941	SFM Signet Financial Management Parsippany, New Jersey	$0	-$261K	0	–	Closed
2942	SVCF Silicon Valley Community Foundation Mountain View, California	$0	-$1.68M	0	–	Closed
2943	Simplify Asset Management Las Vegas, Nevada	$0	-$1.57M	0	–	Closed
2944	SNS Financial Group Minneapolis, Minnesota	$0	-$220K	0	–	Closed
2945	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$0	-$207K	0	–	Closed
2946	Sowell Financial Services North Little Rock, Arkansas	$0	-$5.3M	0	–	Closed
2947	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$0	+$215	1	0%	New
2948	SI SQN Investors Menlo Park, California	$0	-$50.5M	0	–	Closed
2949	SFO Standard Family Office Sioux Falls, South Dakota	$0	-$388K	0	–	Closed
2950	SW StrongBox Wealth Lee's Summit, Missouri	$0	-$255K	0	–	Closed