← 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
4526	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$0	-$216K	–	Closed
4527	SIC Shoker Investment Counsel Oxford, Ohio	$0	-$251K	–	Closed
4528	SPW Signet Private Wealth Chicago, Illinois	$0	-$339K	–	Closed
4529	SCM Sirios Capital Management Boston, Massachusetts	$0	-$286K	–	Closed
4530	SC Slow Capital Greenbrae, California	$0	-$10.1M	–	Closed
4531	SIP Snowwater Investment Partners Fairfield, Connecticut	$0	-$255K	–	Closed
4532	SCM SOL Capital Management Rockville, Maryland	$0	-$293K	–	Closed
4533	SCM Sollinda Capital Management Miami, Florida	$0	-$233K	–	Closed
4534	SG Somerset Group Wayzata, Minnesota	$0	-$582K	–	Closed
4535	ST Somerset Trust Somerset, Pennsylvania	$0	-$598K	–	Closed
4536	SI Sora Investors Bryn Mawr, Pennsylvania	$0	-$16.2M	–	Closed
4537	SSM Sound Shore Management Greenwich, Connecticut	$0	-$100M	–	Closed
4538	SWR Spahn Wealth & Retirement Scottsdale, Arizona	$0	-$4.29M	–	Closed
4539	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$0	-$1.08M	–	Closed
4540	SIG Spinnaker Investment Group Newport Beach, California	$0	-$242K	–	Closed
4541	SA SRH Advisors Salina, Kansas	$0	-$1.24K	–	Closed
4542	SIM SSI Investment Management Los Angeles, California	$0	-$258K	–	Closed
4543	SFM Stack Financial Management Whitefish, Montana	$0	-$58.1M	–	Closed
4544	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$0	-$930K	–	Closed
4545	Starboard Value New York	$0	-$249M	–	Closed
4546	SAM Stembrook Asset Management Red Bank, New Jersey	$0	-$265K	–	Closed
4547	SCP Stevens Capital Partners Omaha, Nebraska	$0	-$207K	–	Closed
4548	Stockbridge Partners Boston, Massachusetts	$0	-$291M	–	Closed
4549	SFPG Stonebridge Financial Planning Group Orlando, Florida	$0	-$268K	–	Closed
4550	SAM Summit Asset Management Memphis, Tennessee	$0	-$321K	–	Closed