← 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
Vident Investment Advisory
Vident Investment Advisory
Georgia
$0 -$4.72M 0 – Closed
2927
WCM
Wallace Capital Management
Texas
$0 -$353K 0 – Closed
2928
WIM
WealthPlan Investment Management
Nebraska
$0 -$189K 0 – Closed
2929
WP
WealthPLAN Partners
Nebraska
$0 -$213K 0 – Closed
2930
WFA
Wellspring Financial Advisors
Ohio
$0 -$206K 0 – Closed
2931
WWM
Windsor Wealth Management
Indiana
$0 -$241K 0 – Closed
2932
WDC
Woodward Diversified Capital
California
$0 -$789K 0 – Closed
2933
WAM
Worth Asset Management
Texas
$0 -$174K 0 – Closed
2934
WRBC
W.R. Berkley Corp
Connecticut
$0 -$811K 0 – Closed
2935
ZF
Zhang Financial
Michigan
$0 -$250K 0 – Closed