← 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
4201
ABTD
Arvest Bank Trust Division
Oklahoma
$0 -$566K 0 – Closed
4202
AAIM
Asset Advisors Investment Management
Georgia
$0 -$375K 0 – Closed
4203
AAMC
Asset Allocation & Management Company
Illinois
$0 -$245K 0 – Closed
4204
AAM
Aureus Asset Management
Massachusetts
$0 -$337K 0 – Closed
4205
Axa
Axa
France
$0 -$976K 0 – Closed
4206
Axiom Investors
Axiom Investors
Connecticut
$0 -$185M 0 – Closed
4207
ACM
Ayrshire Capital Management
Connecticut
$0 -$1.51M 0 – Closed
4208
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0 -$282M 0 – Closed
4209
BWG
Balanced Wealth Group
Ohio
$0 -$251K 0 – Closed
4210
BOC
Barbara Oil Co
Illinois
$0 -$969K 0 – Closed
4211
BF
Baring Financial
Washington
$0 -$418K 0 – Closed
4212
BSSFA
Baron Silver Stevens Financial Advisors
Florida
$0 -$254K 0 – Closed
4213
BWM
Base Wealth Management
Florida
$0 -$324K 0 – Closed
4214
BBI
Baxter Bros Inc
Connecticut
$0 -$358K 0 – Closed
4215
BWM
BCS Wealth Management
Tennessee
$0 -$274K 0 – Closed
4216
BBL
Beck Bode LLC
Massachusetts
$0 -$326K 0 – Closed
4217
Bellevue Group
Bellevue Group
Switzerland
$0 -$444K 0 – Closed
4218
BCM
Benchstone Capital Management
New York
$0 -$45M 0 – Closed
4219
BFA
Benedict Financial Advisors
Georgia
$0 -$459K 0 – Closed
4220
BMM
Berkshire Money Management
Massachusetts
$0 -$210K 0 – Closed
4221
BFO
Biltmore Family Office
North Carolina
$0 -$202K 0 – Closed
4222
BC
BIT Capital
Germany
$0 -$1.36M 0 – Closed
4223
BCP
Blackhawk Capital Partners
Wisconsin
$0 -$2.2M 0 – Closed
4224
BMCM
Black Maple Capital Management
Wisconsin
$0 -$397K 0 – Closed
4225
BSG
Black Swift Group
Colorado
$0 -$240K 0 – Closed