← 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
4601
WCM
WealthBridge Capital Management
Ohio
$0 -$218K 0 – Closed
4602
WC
Weil Company
California
$0 -$350K 0 – Closed
4603
WAM
Werlinich Asset Management
Connecticut
$0 -$359K 0 – Closed
4604
WA
WESPAC Advisors
California
$0 -$258K 0 – Closed
4605
WCM
Whitener Capital Management
North Carolina
$0 -$204K 0 – Closed
4606
WM
Whitford Management
New York
$0 -$3.27M 0 – Closed
4607
WA
Win Advisors
Florida
$0 -$507K 0 – Closed
4608
WCM
Woodson Capital Management
Connecticut
$0 -$1.9M 0 – Closed
4609
XC
XY Capital
Hong Kong
$0 -$180K 0 – Closed
4610
YWM
Yukon Wealth Management
Kansas
$0 -$474K 0 – Closed
4611
ZAM
Zevin Asset Management
Massachusetts
$0 -$319K 0 – Closed