← 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
4476	PFA Pathway Financial Advisors South Burlington, Vermont	$0	-$224K	–	Closed
4477	PIMG Patriot Investment Management Group Knoxville, Tennessee	$0	-$214K	–	Closed
4478	PR Payden & Rygel Los Angeles, California	$0	-$715K	–	Closed
4479	PC PCB Capital East Brunswick, New Jersey	$0	-$231K	–	Closed
4480	PFA Petra Financial Advisors Colorado Srpings, Colorado	$0	-$641K	–	Closed
4481	PGIM Custom Harvest Newark, New Jersey	$0	-$296K	–	Closed
4482	PJWM Philip James Wealth Mangement Milton, Georgia	$0	-$233K	–	Closed
4483	PFM Phillips Financial Management Fort Wayne, Indiana	$0	-$214K	–	Closed
4484	PC Pier Capital Stamford, Connecticut	$0	-$4.12M	–	Closed
4485	PCM Pinnbrook Capital Management New York	$0	-$479K	–	Closed
4486	PL Polianta Ltd St Helier, Jersey	$0	-$1.5M	–	Closed
4487	Prana Capital Management Greenwich, Connecticut	$0	-$4.62M	–	Closed
4488	PWS Precision Wealth Strategies Saint Louis, Missouri	$0	-$4.97M	–	Closed
4489	PPW Presilium Private Wealth Radnor, Pennsylvania	$0	-$268K	–	Closed
4490	PCA Private Capital Advisors Darien, Connecticut	$0	-$520K	–	Closed
4491	Private Management Group Irvine, California	$0	-$202K	–	Closed
4492	PIM Progressive Investment Management Lake Oswego, Oregon	$0	-$7.91M	–	Closed
4493	QFA Quantum Financial Advisors El Segundo, California	$0	-$642K	–	Closed
4494	QVR San Francisco, California	$0	-$3.14M	–	Closed
4495	RFG Range Financial Group Tigard, Oregon	$0	-$5.1M	–	Closed
4496	RIM Reliant Investment Management Memphis, Tennessee	$0	-$220K	–	Closed
4497	RS Retirement Solution Redmond, Washington	$0	-$618K	–	Closed
4498	RBWA RFG - Bristol Wealth Advisors Taunton, Massachusetts	$0	-$1.86M	–	Closed
4499	RC RGM Capital Naples, Florida	$0	-$168M	–	Closed
4500	RTM RH Tailwind Management West Conshohocken, Pennsylvania	$0	-$9.33M	–	Closed