← 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
2951
SV
Sturgeon Ventures
United Kingdom
$0 -$3.24M 0 – Closed
2952
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$0 -$277K 0 – Closed
2953
SWG
Summit Wealth Group
Vermont
$0 -$228K 0 – Closed
2954
SPW
Surience Private Wealth
Washington
$0 -$4.36M 0 – Closed
2955
SG
Swarthmore Group
Pennsylvania
$0 -$3.13M 0 – Closed
2956
TS
Tamar Securities
California
$0 -$4.41M 0 – Closed
2957
TC
TAP Consulting
Missouri
$0 -$38K 0 – Closed
2958
TC
Tatro Capital
Kentucky
$0 -$187K 0 – Closed
2959
TCM
TD Capital Management
Tennessee
$0 -$14K 0 – Closed
2960
Tenor Capital Management
Tenor Capital Management
New York
$0 -$998K 0 – Closed
2961
TCM
Thames Capital Management
New Jersey
$0 -$11.8M 0 – Closed
2962
TSS
Thomas Story & Son
Indiana
$0 -$467K 0 – Closed
2963
TBA
Tower Bridge Advisors
Pennsylvania
$0 -$222K 0 – Closed
2964
TWP
Tower Wealth Partners
Pennsylvania
$0 -$210K 0 – Closed
2965
TA
Trellis Advisors
Washington
$0 -$203K 0 – Closed
2966
TIAM2
Tru Independence Asset Management 2
Oregon
$0 -$1.19M 0 – Closed
2967
UL
Unionview LLC
Washington
$0 -$230K 0 – Closed
2968
UCB
United Community Bank
South Carolina
$0 -$12.7K 0 – Closed
2969
VLC
Van Leeuwen & Company
New Jersey
$0 -$2.09M 0 – Closed
2970
VSI
Verde Servicos Internacionais
Brazil
$0 -$26.4M 0 – Closed
2971
VF
Vista Finance
Missouri
$0 -$554K 0 – Closed
2972
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$0 -$146K 0 – Closed
2973
WAM
Wakefield Asset Management
Colorado
$0 -$1.49M 0 – Closed
2974
WAM
Watershed Asset Management
California
$0 -$2.51M 0 – Closed
2975
WCA
Waypoint Capital Advisors
Minnesota
$0 -$202K 0 – Closed