← 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
4001	CAN Capital Advisor Network Lafayette, Indiana	$1.05K	+$1.23K	1	0%	New
4002	CFG CKW Financial Group Honolulu, Hawaii	$1K	+$703	1	0%	New
4003	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$940	$0	1	0%	Maintained
4004	NL NorthAvenue LLC Columbus, Ohio	$636	-$875	1	0%	Reduced
4005	IA IFS Advisors Overland Park, Kansas	$626	$0	1	0%	Maintained
4006	IW Imprint Wealth Mount Pleasant, South Carolina	$496	-$1.98K	1	0%	Reduced
4007	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$470	$0	1	0%	Maintained
4008	MCA Maryland Capital Advisors Chester, Maryland	$429	+$477	4	0%	New
4009	TPW TOP Private Wealth Glastonbury, Connecticut	$157	+$176	1	0%	New
4010	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$1	$0	1	0%	Maintained
4011	9C 9823 Capital Dallas, Texas	$0	-$210K	0	–	Closed
4012	APM a16z Perennial Management Menlo Park, California	$0	-$1.82M	0	–	Closed
4013	APG Abacus Planning Group Columbia, South Carolina	$0	-$307K	0	–	Closed
4014	AA ABC Arbitrage Paris, France	$0	-$505K	0	–	Closed
4015	ACM Accent Capital Management Centerville, Ohio	$0	-$128K	0	–	Closed
4016	Accredited Investors Edina, Minnesota	$0	-$396K	0	–	Closed
4017	AKO Capital London, United Kingdom	$0	-$66.2M	0	–	Closed
4018	ACM Alamar Capital Management Santa Barbara, California	$0	-$1.18M	0	–	Closed
4019	AW Alchemi Wealth Essex, Connecticut	$0	-$528K	0	–	Closed
4020	Alesco Advisors Pittsford, New York	$0	-$713K	0	–	Closed
4021	AR Altar Rock New York	$0	-$542K	0	–	Closed
4022	AA Altrafin AG Zurich,	$0	-$341K	0	–	Closed
4023	ASBI American State Bank (Iowa) Sioux Center, Iowa	$0	-$400K	0	–	Closed
4024	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$0	-$218K	0	–	Closed
4025	AMI Amica Mutual Insurance Providence, Rhode Island	$0	-$6.3M	0	–	Closed