← 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
4326	SAM Stansberry Asset Management Westlake, Texas	$0	-$1.9M	–	Closed
4327	SG StepStone Group La Jolla, California	$0	-$10.1M	–	Closed
4328	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$35M	–	Closed
4329	SLT St Louis Trust Saint Louis, Missouri	$0	-$593K	–	Closed
4330	SFO Stokes Family Office New Orleans, Louisiana	$0	-$286K	–	Closed
4331	SWTS Stonehaven Wealth & Tax Solutions Appleton, Wisconsin	$0	-$294K	–	Closed
4332	SLP Storen Legacy Partners Zionsville, Indiana	$0	-$207K	–	Closed
4333	SWA Strata Wealth Advisors Dallas, Texas	$0	-$269K	–	Closed
4334	SFS Strategic Financial Services Utica, New York	$0	-$212K	–	Closed
4335	SCM Sunbeam Capital Management Atlanta, Georgia	$0	-$207K	–	Closed
4336	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$0	-$57.5M	–	Closed
4337	SIM SW Investment Management Telluride, Colorado	$0	-$24.9M	–	Closed
4338	SIM SWP Investment Management Independence, Ohio	$0	-$1.76M	–	Closed
4339	SP SWS Partners Columbus, Ohio	$0	-$2.97M	–	Closed
4340	TIA Tandem Investment Advisors Charleston, South Carolina	$0	-$94.3M	–	Closed
4341	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$0	-$215K	–	Closed
4342	TFG Team Financial Group Temecula, California	$0	-$301K	–	Closed
4343	TF Telligent Fund Hong Kong	$0	-$5.31M	–	Closed
4344	TP TenCore Partners New York	$0	-$8.23M	–	Closed
4345	TF Tenon Financial Metuchen, New Jersey	$0	-$249K	–	Closed
4346	TA TFB Advisors Overland Park, Kansas	$0	-$221K	–	Closed
4347	TAWM Three Arch Wealth Management Irvine, California	$0	-$201K	–	Closed
4348	TAL TIG Advisors LLC New York	$0	-$466K	–	Closed
4349	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$0	-$979K	–	Closed
4350	TWM TopTier Wealth Management Muskego, Wisconsin	$0	-$72.6K	–	Closed