← 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
4226
BWM
Blossom Wealth Management
California
$0 -$418K 0 – Closed
4227
BPW
BlueDoor Private Wealth
Massachusetts
$0 -$378K 0 – Closed
4228
BAM
Blueshift Asset Management
New Jersey
$0 -$867K 0 – Closed
4229
BWP
BlueStem Wealth Partners
Minnesota
$0 -$221K 0 – Closed
4230
BWAM
Blue Water Asset Management
Michigan
$0 -$348K 0 – Closed
4231
BCM
Bourgeon Capital Management
Connecticut
$0 -$214K 0 – Closed
4232
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$0 -$10.9M 0 – Closed
4233
BI
Bramshill Investments
Florida
$0 -$800K 0 – Closed
4234
BCM
Brasada Capital Management
Texas
$0 -$3.55M 0 – Closed
4235
Braun Stacey Associates
Braun Stacey Associates
New York
$0 -$22.6M 0 – Closed
4236
BAS
Breakthru Advisory Services
Wisconsin
$0 -$227K 0 – Closed
4237
BFM
Brooklands Fund Management
United Kingdom
$0 -$3.18K 0 – Closed
4238
BPAMU
BTG Pactual Asset Management US
New York
$0 -$1.19M 0 – Closed
4239
BOC
Bull Oak Capital
California
$0 -$261K 0 – Closed
4240
BAM
Burkett Asset Management
$0 -$238K 0 – Closed
4241
BWP
Burling Wealth Partners
Illinois
$0 -$6.69M 0 – Closed
4242
CFA
Cahill Financial Advisors
Minnesota
$0 -$211K 0 – Closed
4243
CFA
Camarda Financial Advisors
Florida
$0 -$1.29M 0 – Closed
4244
CCM
Campbell Capital Management
Florida
$0 -$3.61M 0 – Closed
4245
CA
Cannon Advisors
North Carolina
$0 -$243K 0 – Closed
4246
CPP
Capasso Planning Partners
South Carolina
$0 -$245K 0 – Closed
4247
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$0 -$964K 0 – Closed
4248
CIP
Capital Insight Partners
Arizona
$0 -$1.56M 0 – Closed
4249
CSF
Capital Squared Financial
Maryland
$0 -$307K 0 – Closed
4250
CCM
Capstone Capital Management
$0 -$1.04M 0 – Closed