← 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
4351	TVWM Tower View Wealth Management Shorewood, Wisconsin	$0	-$4.18K	–	Closed
4352	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$0	-$280K	–	Closed
4353	TAM Townsend Asset Management Raleigh, North Carolina	$0	-$204K	–	Closed
4354	TWA Trace Wealth Advisors Los Angeles, California	$0	-$224K	–	Closed
4355	TLFA True Link Financial Advisors San Francisco, California	$0	-$60.9K	–	Closed
4356	TWM TSA Wealth Management Houston, Texas	$0	-$269K	–	Closed
4357	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$3.03M	–	Closed
4358	UCM Up Capital Management Roseville, California	$0	-$1M	–	Closed
4359	UFF USA Financial Formulas Ada, Michigan	$0	-$7K	–	Closed
4360	VCM Valiant Capital Management San Francisco, California	$0	-$24.6M	–	Closed
4361	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$0	-$282K	–	Closed
4362	VFG Valley Financial Group Ambler, Pennsylvania	$0	-$555K	–	Closed
4363	VFA Values First Advisors Gray, Tennessee	$0	-$306K	–	Closed
4364	VPP Vertex Planning Partners Downers Grove, Illinois	$0	-$215K	–	Closed
4365	VWM Vertrix Wealth Management Troy, Michigan	$0	-$668K	–	Closed
4366	VAM Virtue Asset Management Barrington, Illinois	$0	-$936K	–	Closed
4367	VWS Virtus Wealth Solutions Cranford, New Jersey	$0	-$315K	–	Closed
4368	VCP Vista Capital Partners Portland, Oregon	$0	-$230K	–	Closed
4369	VIM Vista Investment Management Pittsburgh, Pennsylvania	$0	-$217K	–	Closed
4370	VCM Vivaldi Capital Management Chicago, Illinois	$0	-$673K	–	Closed
4371	WWM Waterway Wealth Management The Woodlands, Texas	$0	-$1.27M	–	Closed
4372	WP Waycross Partners Louisville, Kentucky	$0	-$8.82M	–	Closed
4373	WWC Waypoint Wealth Counsel Atlanta, Georgia	$0	-$939K	–	Closed
4374	WCM WealthBridge Capital Management Westerville, Ohio	$0	-$318K	–	Closed
4375	WCL Wealth Care LLC Merritt Island, Florida	$0	-$214K	–	Closed