← 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
4351
GWM
GK Wealth Management
Nevada
$0 -$515K 0 – Closed
4352
GG
Gleason Group
Kentucky
$0 -$232K 0 – Closed
4353
GSIS
Global Strategic Investment Solutions
Arizona
$0 -$213K 0 – Closed
4354
GAG
Goodman Advisory Group
Massachusetts
$0 -$6.46M 0 – Closed
4355
GQG Partners
GQG Partners
Florida
$0 -$358K 0 – Closed
4356
GGA
Granite Group Advisors
Connecticut
$0 -$254K 0 – Closed
4357
GT
GreatBanc Trust
Illinois
$0 -$230K 0 – Closed
4358
GIP
Greatmark Investment Partners
Georgia
$0 -$212K 0 – Closed
4359
GFWA
Grey Fox Wealth Advisors
Delaware
$0 -$211K 0 – Closed
4360
HW
Hamilton Wealth
California
$0 -$241K 0 – Closed
4361
HWMG
Harbour Wealth Management Group
South Carolina
$0 -$970K 0 – Closed
4362
HCP
Hardin Capital Partners
South Carolina
$0 -$218K 0 – Closed
4363
HDA
Harold Davidson & Associates
California
$0 -$2.12M 0 – Closed
4364
HL
HeadInvest LLC
Maine
$0 -$314K 0 – Closed
4365
HWA
Heartwood Wealth Advisors
Virginia
$0 -$403K 0 – Closed
4366
HA
Heffernan Advisory
Arizona
$0 -$242K 0 – Closed
4367
HG
Herbst Group
Connecticut
$0 -$2.25M 0 – Closed
4368
HLAM
Hidden Lake Asset Management
New York
$0 -$1.89M 0 – Closed
4369
HOWA
Hudson Oak Wealth Advisory
New Jersey
$0 -$250K 0 – Closed
4370
HH
HWG Holdings
Texas
$0 -$1.27M 0 – Closed
4371
HA
Hyposwiss Advisors
$0 -$268K 0 – Closed
4372
IWM
Iams Wealth Management
Nebraska
$0 -$372K 0 – Closed
4373
IIM
Illumine Investment Management
Washington
$0 -$1.26M 0 – Closed
4374
Index Fund Advisors
Index Fund Advisors
California
$0 -$436K 0 – Closed
4375
ITG
Index Technologies Group
New York
$0 -$227K 0 – Closed