← 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
IWM
Inlight Wealth Management
Georgia
$0 -$11.2K 0 – Closed
4377
IAG
Innovative Advisory Group
Massachusetts
$0 -$190K 0 – Closed
4378
IQI
Integrated Quantitative Investments
Washington
$0 -$3.26M 0 – Closed
4379
IP
Interval Partners
New York
$0 -$11M 0 – Closed
4380
IWA
Invera Wealth Advisors
Oregon
$0 -$1.3M 0 – Closed
4381
JCM
J2 Capital Management
Michigan
$0 -$287K 0 – Closed
4382
JSC
Jackson Square Capital
California
$0 -$277K 0 – Closed
4383
JCM
JAT Capital Management
Connecticut
$0 -$5.15M 0 – Closed
4384
JA
JLB & Associates
Michigan
$0 -$1.76M 0 – Closed
4385
JBI
John Boyer Inc
Florida
$0 -$241K 0 – Closed
4386
Junto Capital Management
Junto Capital Management
New York
$0 -$36.6M 0 – Closed
4387
KCM
Kanawha Capital Management
Virginia
$0 -$200K 0 – Closed
4388
KWA
Kellett Wealth Advisors
Ohio
$0 -$245K 0 – Closed
4389
KSWWM
Keyes Stange & Wooten Wealth Management
Florida
$0 -$218K 0 – Closed
4390
KW
Keyvantage Wealth
Pennsylvania
$0 -$420K 0 – Closed
4391
KLCM
KG&L Capital Management
Louisiana
$0 -$2.24M 0 – Closed
4392
KL
KilterHowling LLC
Colorado
$0 -$232K 0 – Closed
4393
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$3M 0 – Closed
4394
KBFS
Kohmann Bosshard Financial Services
Ohio
$0 -$257K 0 – Closed
4395
KFS
Kurt F. Somerville
$0 -$316K 0 – Closed
4396
LWA
Lantern Wealth Advisors
New York
$0 -$401K 0 – Closed
4397
LC
Lavaca Capital
Texas
$0 -$1.42M 0 – Closed
4398
LGA
Lebenthal Global Advisors
New York
$0 -$226K 0 – Closed
4399
LWP
LeClair Wealth Partners
Ohio
$0 -$532K 0 – Closed
4400
LAIC
Lederer & Associates Investment Counsel
California
$0 -$825K 0 – Closed
174 175
176
177 178