← 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
4301
RP
Regal Partners
Australia
$0 -$5.23M 0 – Closed
4302
RF
RetireMitten Financial
Michigan
$0 -$373 0 – Closed
4303
RG
RHL Group
Michigan
$0 -$1.85M 0 – Closed
4304
RIS
Richmond Investment Services
Wisconsin
$0 -$395K 0 – Closed
4305
RSEWM
River's Edge Wealth Management
Pennsylvania
$0 -$204K 0 – Closed
4306
RA
Riverstone Advisors
Texas
$0 -$227K 0 – Closed
4307
RAM
Robocap Asset Management
United Kingdom
$0 -$2.73M 0 – Closed
4308
RW
Rockport Wealth
Ohio
$0 -$232K 0 – Closed
4309
RYIA
Roehl & Yi Investment Advisors
Oregon
$0 -$230K 0 – Closed
4310
RCP
Rothschild Capital Partners
New York
$0 -$1.14M 0 – Closed
4311
RCI
RS Crum Inc
California
$0 -$245K 0 – Closed
4312
RCA
Runnymede Capital Advisors
Ohio
$0 -$379K 0 – Closed
4313
SIM
Samara Investment Management
Oregon
$0 -$297K 0 – Closed
4314
SRL
Scientech Research LLC
New Jersey
$0 -$1.17M 0 – Closed
4315
SHFP
Second Half Financial Partners
Florida
$0 -$859K 0 – Closed
4316
SRA
Secured Retirement Advisors
Minnesota
$0 -$2.31M 0 – Closed
4317
SDP
Sentinel Dome Partners
California
$0 -$1.3M 0 – Closed
4318
SRFM
Shannon River Fund Management
New York
$0 -$4.26M 0 – Closed
4319
SWM
Shrier Wealth Management
California
$0 -$237K 0 – Closed
4320
SSA
Sierra Summit Advisors
Nevada
$0 -$11.9M 0 – Closed
4321
SCM
Sitrin Capital Management
California
$0 -$236K 0 – Closed
4322
SC
Skylands Capital
Wisconsin
$0 -$187K 0 – Closed
4323
SAM
Soviero Asset Management
New York
$0 -$3.84M 0 – Closed
4324
SPAS
Spectrum Planning & Advisory Services
California
$0 -$544K 0 – Closed
4325
SAS
Spurstone Advisory Services
Connecticut
$0 -$3.73K 0 – Closed