← 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
4001	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$0	-$1.47M	–	Closed
4002	PCA Providence Capital Advisors Charlotte, North Carolina	$0	-$2.39K	–	Closed
4003	Quantbot Technologies New York	$0	-$2.58M	–	Closed
4004	Readystate Asset Management Chicago, Illinois	$0	-$337K	–	Closed
4005	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$0	-$117	–	Closed
4006	RWA Redmont Wealth Advisors Chicago, Illinois	$0	-$22.6K	–	Closed
4007	RWM Reston Wealth Management Reston, Virginia	$0	-$92.9K	–	Closed
4008	RF RHS Financial San Francisco, California	$0	-$205K	–	Closed
4009	RFM Royal Fund Management Lady Lake, Florida	$0	-$5.69M	–	Closed
4010	RC RV Capital Schindellegi, Switzerland	$0	-$1.92M	–	Closed
4011	Sarasin & Partners London, United Kingdom	$0	-$20.8M	–	Closed
4012	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$0	-$270K	–	Closed
4013	SEC Seven Eight Capital New York	$0	-$10.7M	–	Closed
4014	Seven Grand Managers Bronxville, New York	$0	-$930K	–	Closed
4015	SCM SG Capital Management Chicago, Illinois	$0	-$19.1M	–	Closed
4016	S ShariaPortfolio Lake Mary, Florida	$0	-$1.18M	–	Closed
4017	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$0	-$120K	–	Closed
4018	Sumitomo Mitsui Financial Group Tokyo, Japan	$0	-$616K	–	Closed
4019	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$0	-$210K	–	Closed
4020	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$0	-$708K	–	Closed
4021	UCI Uncommon Cents Investing Janesville, Wisconsin	$0	-$11.5K	–	Closed
4022	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$0	-$1.12M	–	Closed
4023	VAM Verity Asset Management Durham, North Carolina	$0	-$370K	–	Closed
4024	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$0	-$102K	–	Closed
4025	WIA Westbourne Investment Advisors Annapolis, Maryland	$0	-$5.85M	–	Closed