← 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
4376	LGWM Litman Gregory Wealth Management Larkspur, California	$997	+$1.44K	1	0%	New
4377	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$795	-$22.9K	1	0%	Reduced
4378	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$10	+$43	1	0%	New
4379	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$1	$0	1	0%	Maintained
4380	5W 5T Wealth Napa, California	$0	-$439K	0	–	Closed
4381	AWA A4 Wealth Advisors Huntersville, North Carolina	$0	-$303K	0	–	Closed
4382	AFA Abacus FCF Advisors Orlando, Florida	$0	-$7.52M	0	–	Closed
4383	AA ABC Arbitrage Paris, France	$0	-$926K	0	–	Closed
4384	APGDR Absoluto Partners Gestao de Recursos Leblon, Rio De Janeiro, Rj, Brazil	$0	-$899K	0	–	Closed
4385	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$213K	0	–	Closed
4386	ACM Adalta Capital Management New York	$0	-$288K	0	–	Closed
4387	ADMI Albert D. Mason Inc Boston, Massachusetts	$0	-$1.04M	0	–	Closed
4388	AFA Allium Financial Advisors Lake Oswego, Oregon	$0	-$223K	0	–	Closed
4389	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$0	-$258K	0	–	Closed
4390	AFG Altiora Financial Group Lebanon, Ohio	$0	-$365K	0	–	Closed
4391	ACM Alua Capital Management New York	$0	-$24.4M	0	–	Closed
4392	AFS Anderson Financial Strategies Dayton, Ohio	$0	-$406K	0	–	Closed
4393	AHIA Andrew Hill Investment Advisors Naples, Florida	$0	-$753K	0	–	Closed
4394	APG Asset Management US New York	$0	-$24.6M	0	–	Closed
4395	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$0	-$200K	0	–	Closed
4396	APW Axim Planning & Wealth Springboro, Ohio	$0	-$564K	0	–	Closed
4397	BW Balance Wealth Delaware, Ohio	$0	-$296K	0	–	Closed
4398	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$1.85M	0	–	Closed
4399	BWP Barlow Wealth Partners Louisville, Kentucky	$0	-$225K	0	–	Closed
4400	BCM Barrier Capital Management San Francisco, California	$0	-$128K	0	–	Closed