← 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
4526
PPWM
PFG Private Wealth Management
Florida
$0 -$469K 0 – Closed
4527
PA
PFW Advisors
Georgia
$0 -$429K 0 – Closed
4528
P
Pitcairn
Pennsylvania
$0 -$9.73M 0 – Closed
4529
PIM
Platinum Investment Management
Australia
$0 -$2.4M 0 – Closed
4530
PSC
Prentiss Smith & Co
Vermont
$0 -$5.58M 0 – Closed
4531
PIWA
Prevail Innovative Wealth Advisors
Kansas
$0 -$1.06M 0 – Closed
4532
PA
Proem Advisors
Texas
$0 -$9.44M 0 – Closed
4533
PG
Proffitt & Goodson
Tennessee
$0 -$5.84K 0 – Closed
4534
PC
Promethos Capital
Massachusetts
$0 -$6.28M 0 – Closed
4535
QAM
Q3 Asset Management
Michigan
$0 -$731K 0 – Closed
4536
QC
Quantessence Capital
New York
$0 -$882K 0 – Closed
4537
QFPS
Quantum Financial Planning Services
Washington
$0 -$253K 0 – Closed
4538
QP
Quartz Partners
New York
$0 -$1.24M 0 – Closed
4539
RC
Rahlfs Capital
Texas
$0 -$223K 0 – Closed
4540
RCA
Ranch Capital Advisors
Florida
$0 -$319K 0 – Closed
4541
RBF Capital
RBF Capital
California
$0 -$36.6K 0 – Closed
4542
RW
Rede Wealth
Virginia
$0 -$342K 0 – Closed
4543
RLIM
Red Lighthouse Investment Management
New York
$0 -$680K 0 – Closed
4544
RWI
Red Wave Investments
Pennsylvania
$0 -$244K 0 – Closed
4545
RIM
Redwood Investment Management
Arizona
$0 -$1.26M 0 – Closed
4546
RIG
Renaissance Investment Group
Massachusetts
$0 -$2.87M 0 – Closed
4547
RCM
Requisite Capital Management
Texas
$0 -$1.7M 0 – Closed
4548
RA
Resolute Advisors
California
$0 -$452K 0 – Closed
4549
RAM
Revere Asset Management
Texas
$0 -$9.62M 0 – Closed
4550
Robeco Schweiz
Robeco Schweiz
Switzerland
$0 -$3.65M 0 – Closed
180 181
182
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