← 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
4026
AR
Apeiron RIA
Texas
$0 -$523K 0 – Closed
4027
AFCM
Applied Finance Capital Management
Puerto Rico
$0 -$657K 0 – Closed
4028
AWMNY
Arcadia Wealth Management (New York)
New York
$0 -$204K 0 – Closed
4029
ACM
Argent Capital Management
Missouri
$0 -$15.5M 0 – Closed
4030
ACP
Argyle Capital Partners
California
$0 -$351K 0 – Closed
4031
AGA
Arkos Global Advisors
Texas
$0 -$424K 0 – Closed
4032
AWA
ARQ Wealth Advisors
Arizona
$0 -$1.09M 0 – Closed
4033
AIP
ARS Investment Partners
New York
$0 -$14.6M 0 – Closed
4034
AFG
Artesa Financial Group
Texas
$0 -$487K 0 – Closed
4035
AC
Asio Capital
Kentucky
$0 -$3.15M 0 – Closed
4036
AWP
Astra Wealth Partners
New Jersey
$0 -$229K 0 – Closed
4037
AWP
Atlas Wealth Partners
Pennsylvania
$0 -$222K 0 – Closed
4038
AGC
August Group Capital
$0 -$288K 0 – Closed
4039
AIP
Avail Investment Partners
Pennsylvania
$0 -$206K 0 – Closed
4040
AC
Avory & Company
Florida
$0 -$379K 0 – Closed
4041
AI
Axecap Investments
Ohio
$0 -$206K 0 – Closed
4042
APW
Axim Planning & Wealth
Ohio
$0 -$428K 0 – Closed
4043
AWP
Axis Wealth Partners
Rhode Island
$0 -$357K 0 – Closed
4044
BWP
Baldwin Wealth Partners
Massachusetts
$0 -$207K 0 – Closed
4045
BA
Ballast Advisors
Minnesota
$0 -$30.6K 0 – Closed
4046
BOJHT
Bank of Jackson Hole Trust
Wyoming
$0 -$817K 0 – Closed
4047
BWM
BankPlus Wealth Management
Mississippi
$0 -$505K 0 – Closed
4048
BCM
Barrier Capital Management
California
$0 -$6.2M 0 – Closed
4049
BFP
Beacon Financial Planning
Massachusetts
$0 -$297K 0 – Closed
4050
BC
Beaconlight Capital
New York
$0 -$3M 0 – Closed
160 161
162
163 164