← 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
4501	RWM Riverbend Wealth Management Myrtle Beach, South Carolina	$0	-$813K	–	Closed
4502	RSA River Street Advisors Aurora, Illinois	$0	-$204K	–	Closed
4503	RP Riverwater Partners Milwaukee, Wisconsin	$0	-$326K	–	Closed
4504	RK Capital Management (Florida) Weston, Florida	$0	-$62.2M	–	Closed
4505	RAS RPS Advisory Solutions Louisville, Kentucky	$0	-$241K	–	Closed
4506	RW RVW Wealth Los Angeles, California	$0	-$516K	–	Closed
4507	RFMS RWQ Financial Management Services Naples, Florida	$0	-$6.03M	–	Closed
4508	SA Sacks & Associates Warren, New Jersey	$0	-$922K	–	Closed
4509	SHF Safe Harbor Fiduciary Pensacola, Florida	$0	-$15.1K	–	Closed
4510	SCM Sage Capital Management Stockton, New Jersey	$0	-$336K	–	Closed
4511	SMA Sage Mountain Advisors Atlanta, Georgia	$0	-$4.9M	–	Closed
4512	SCM Sandler Capital Management New York	$0	-$1.59M	–	Closed
4513	SBF Sara-Bay Financial Sarasota, Florida	$0	-$597K	–	Closed
4514	SI Saxon Interests Houston, Texas	$0	-$206K	–	Closed
4515	SSI Scott & Selber Inc Houston, Texas	$0	-$1.47M	–	Closed
4516	SIA SeaBridge Investment Advisors Summit, New Jersey	$0	-$241K	–	Closed
4517	SFG Seamount Financial Group Colorado Springs, Colorado	$0	-$234K	–	Closed
4518	SCM Seascape Capital Management Portsmouth, New Hampshire	$0	-$238K	–	Closed
4519	SIM Seaview Investment Managers Miami, Florida	$0	-$1.48M	–	Closed
4520	SWM Selby Wealth Management Emeryville, California	$0	-$230K	–	Closed
4521	SIG Senator Investment Group New York	$0	-$2.13M	–	Closed
4522	SIM Sentry Investment Management Stevens Point, Wisconsin	$0	-$2.15M	–	Closed
4523	SL Sentry LLC Memphis, Tennessee	$0	-$366K	–	Closed
4524	SWA Serenus Wealth Advisors Santa Monica, California	$0	-$322K	–	Closed
4525	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$0	-$443K	–	Closed