← 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
3126	SWM Sanctuary Wealth Management Pocatello, Idaho	$1.58K	$0	1	0%	Maintained
3127	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$1.41K	+$1.26K	1	0%	New
3128	PCM Perritt Capital Management Chicago, Illinois	$1.32K	-$1.66K	1	0%	Reduced
3129	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.23K	$0	1	0%	Maintained
3130	FFL Financial Freedom LLC Cincinnati, Ohio	$859	$0	1	0%	Maintained
3131	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$789	+$679	1	0%	New
3132	IA IFS Advisors Overland Park, Kansas	$789	$0	1	0%	Maintained
3133	RF Robinswood Financial Kirkland, Washington	$789	$0	1	0%	Maintained
3134	ORAM One River Asset Management Stamford, Connecticut	$707	+$630	1	0%	New
3135	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$264	$0	1	0%	Maintained
3136	EAM Eukles Asset Management Cincinnati, Ohio	$34	$0	1	0%	Maintained
3137	APM Advanced Portfolio Management New York	$0	-$423K	0	–	Closed
3138	AP Advisors Preferred Rockville, Maryland	$0	-$3.03M	0	–	Closed
3139	Algert Global San Francisco, California	$0	-$310K	0	–	Closed
3140	AF Ally Financial Detroit, Michigan	$0	-$2.23M	0	–	Closed
3141	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$653K	0	–	Closed
3142	Alphadyne Asset Management New York	$0	-$1.98M	0	–	Closed
3143	Alyeska Investment Group Chicago, Illinois	$0	-$109M	0	–	Closed
3144	AWM Ameliora Wealth Management Zurich, Switzerland	$0	-$15.8K	0	–	Closed
3145	ACG Anchorage Capital Group New York	$0	-$6.43M	0	–	Closed
3146	ACMH Andar Capital Management (HK) Hong Kong	$0	-$3.91M	0	–	Closed
3147	AJ Ashburton (Jersey) St Helier, Jersey	$0	-$196K	0	–	Closed
3148	AWA Authentikos Wealth Advisory Morgan Hill, California	$0	-$8.18K	0	–	Closed
3149	Avidian Wealth Enterprises Houston, Texas	$0	-$302K	0	–	Closed
3150	BS Bessemer Securities New York	$0	-$358K	0	–	Closed