← 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	% of Portfolio	Status
4301	Donaldson Capital Management Evansville, Indiana	$0	-$242K	–	Closed
4302	DF Donoghue Forlines Boston, Massachusetts	$0	-$342K	–	Closed
4303	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$0	-$410K	–	Closed
4304	EBA Eagle Bay Advisors New York	$0	-$278K	–	Closed
4305	EI eCIO Inc Madison, Wisconsin	$0	-$15.6K	–	Closed
4306	EIA Edgemoor Investment Advisors Bethesda, Maryland	$0	-$483K	–	Closed
4307	ERWM Elk River Wealth Management Denver, Colorado	$0	-$238K	–	Closed
4308	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$0	-$209K	–	Closed
4309	EPM Elm Partners Management Philadelphia, Pennsylvania	$0	-$305K	–	Closed
4310	EC Eminence Capital New York	$0	-$276M	–	Closed
4311	EML Eos Management LP New York	$0	-$490K	–	Closed
4312	EWA EQ Wealth Advisors Dallas, Texas	$0	-$1.53K	–	Closed
4313	ESBC E.S. Barr & Co Lexington, Kentucky	$0	-$219K	–	Closed
4314	EC Estate Counselors Thiensville, Wisconsin	$0	-$5.97M	–	Closed
4315	Everett Harris & Co Los Angeles, California	$0	-$309K	–	Closed
4316	EFA Evernest Financial Advisors Carmel, Indiana	$0	-$201K	–	Closed
4317	ETCM Evolutionary Tree Capital Management Alexandria, Virginia	$0	-$3.98M	–	Closed
4318	EB Exchange Bank Santa Rosa, California	$0	-$410K	–	Closed
4319	FC Family CFO Los Altos, California	$0	-$2.91K	–	Closed
4320	FIC Family Investment Center Saint Joseph, Missouri	$0	-$399K	–	Closed
4321	FLFS Family Legacy Financial Solutions Cary, North Carolina	$0	-$240K	–	Closed
4322	FF Farrell Financial Orchard Park, New York	$0	-$285K	–	Closed
4323	FC FCA Corp Houston, Texas	$0	-$213K	–	Closed
4324	FWP Fiduciary Wealth Partners Boston, Massachusetts	$0	-$375K	–	Closed
4325	FI Financial Insights Tacoma, Washington	$0	-$231K	–	Closed