← 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
3451	SCM SOL Capital Management Rockville, Maryland	$0	-$230K	–	Closed
3452	SPW Sonoma Private Wealth Sonoma, California	$0	-$699K	–	Closed
3453	SFA Source Financial Advisors New York	$0	-$246K	–	Closed
3454	SHF Stage Harbor Financial Westwood, Massachusetts	$0	-$205K	–	Closed
3455	SEA Stegent Equity Advisors Houston, Texas	$0	-$255K	–	Closed
3456	SLT St Louis Trust Saint Louis, Missouri	$0	-$227K	–	Closed
3457	Stonehage Fleming Financial Services St. Helier, Jersey	$0	-$101K	–	Closed
3458	SAM Summit Asset Management Memphis, Tennessee	$0	-$220K	–	Closed
3459	SurgoCap Partners New York	$0	-$80.5M	–	Closed
3460	SPW Surience Private Wealth Yakima, Washington	$0	-$4M	–	Closed
3461	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$0	-$314K	–	Closed
3462	SCM Suvretta Capital Management New York	$0	-$16.6M	–	Closed
3463	SI Symmetry Investments St Helier, Jersey	$0	-$12.8M	–	Closed
3464	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$11.3K	–	Closed
3465	SP Systematic Portfolios New York	$0	-$471K	–	Closed
3466	TC Taika Capital Sunny Isles Beach, Florida	$0	-$3.38M	–	Closed
3467	TWA Talisman Wealth Advisors Mountainside, New Jersey	$0	-$211K	–	Closed
3468	TFG Taylor Financial Group Roanoke, Virginia	$0	-$206K	–	Closed
3469	TPSF Texas Permanent School Fund Austin, Texas	$0	-$97.3M	–	Closed
3470	TWP TFO Wealth Partners Maumee, Ohio	$0	-$165	–	Closed
3471	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$0	-$265K	–	Closed
3472	TA TKG Advisors Valparaiso, Indiana	$0	-$7.57M	–	Closed
3473	TL Tradewinds LLC Raleigh, North Carolina	$0	-$889K	–	Closed
3474	TCM Tufton Capital Management Hunt Valley, Maryland	$0	-$228K	–	Closed
3475	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$0	-$205K	–	Closed