← 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
SO
Sierra Ocean
California
$0 -$181K 0 – Closed
4302
SWM
SilverOak Wealth Management
Minnesota
$0 -$218K 0 – Closed
4303
SIA
SkyView Investment Advisors
New Jersey
$0 -$220K 0 – Closed
4304
SGC
Slocum, Gordon & Co
Rhode Island
$0 -$40.9K 0 – Closed
4305
SC
Soundwatch Capital
Connecticut
$0 -$1M 0 – Closed
4306
SFM
Sphera Funds Management
Israel
$0 -$1.85M 0 – Closed
4307
SLG
Stanley-Laman Group
Pennsylvania
$0 -$1.7M 0 – Closed
4308
SLT
St Louis Trust
Missouri
$0 -$205K 0 – Closed
4309
SXL
Summit X LLC
Missouri
$0 -$595K 0 – Closed
4310
TLA
Tanglewood Legacy Advisors
Texas
$0 -$40.9K 0 – Closed
4311
TA
Tectonic Advisors
Texas
$0 -$858K 0 – Closed
4312
TA
Teramo Advisors
Florida
$0 -$483K 0 – Closed
4313
TCM
Teza Capital Management
Illinois
$0 -$1.75M 0 – Closed
4314
TBWA
Three Bridge Wealth Advisors
California
$0 -$2.65M 0 – Closed
4315
TAL
TIG Advisors LLC
New York
$0 -$4.93M 0 – Closed
4316
TFA
Tranquilli Financial Advisor
New Jersey
$0 -$206K 0 – Closed
4317
TCM
Traub Capital Management
Massachusetts
$0 -$2.06K 0 – Closed
4318
TPM
Triasima Portfolio Management
Quebec, Canada
$0 -$5.64M 0 – Closed
4319
TVM
True Vision MN
Minnesota
$0 -$865K 0 – Closed
4320
TIA
Trust Investment Advisors
Indiana
$0 -$259K 0 – Closed
4321
TCM
Trybe Capital Management
Connecticut
$0 -$38M 0 – Closed
4322
TCM
Tufton Capital Management
Maryland
$0 -$207K 0 – Closed
4323
TAC
Twenty Acre Capital
Pennsylvania
$0 -$9.9M 0 – Closed
4324
VFIC
Valley Forge Investment Consultants
Pennsylvania
$0 -$206K 0 – Closed
4325
VCP
Vista Capital Partners
Oregon
$0 -$200K 0 – Closed
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