← 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
626	RIA Regal Investment Advisors Kentwood, Michigan	$3K	-$7.88K	1	0%	Reduced
627	TFO Tarbox Family Office Newport Beach, California	$3K	+$2.91K	2	0%	New
628	DBT Dubuque Bank & Trust Dubuque, Iowa	$2K	$0	1	0%	Maintained
629	WF WealthTrust Fairport Cleveland, Ohio	$2K	$0	2	0%	Maintained
630	RWM Raffa Wealth Management Washington, District of Columbia	$1.39K	+$1.37K	2	0%	New
631	HR Howe & Rusling Rochester, New York	$1K	+$590	1	0%	New
632	OC Oakworth Capital Birmingham, Alabama	$1K	$0	1	0%	Maintained
633	PSC Piper Sandler & Co Minneapolis, Minnesota	$1K	+$1.24K	1	0%	New
634	SignatureFD Atlanta, Georgia	$1K	$0	1	0%	Maintained
635	WIL Winifred I. Li	$1K	+$957	1	0%	New
636	AP Advisor Partners Walnut Creek, California	$0	-$248K	0	–	Closed
637	AP AlpInvest Partners Amsterdam, Netherlands	$0	-$1.19M	0	–	Closed
638	Arrowstreet Capital Boston, Massachusetts	$0	-$1.08M	0	–	Closed
639	Baker Avenue Asset Management San Francisco, California	$0	-$356K	0	–	Closed
640	BCM Basso Capital Management Stamford, Connecticut	$0	-$813K	0	–	Closed
641	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$132K	0	–	Closed
642	Catalyst Capital Advisors Huntington, New York	$0	-$145K	0	–	Closed
643	Central Trust Company Jefferson City, Missouri	$0	-$51K	0	–	Closed
644	CIM CenturyLink Investment Management Denver, Colorado	$0	-$103K	0	–	Closed
645	CI Global Investments Oakland, California	$0	-$12K	0	–	Closed
646	CIM CIM Investment Management Pittsburgh, Pennsylvania	$0	-$867K	0	–	Closed
647	Coatue Management New York	$0	-$212M	0	–	Closed
648	CCM Conatus Capital Management Greenwich, Connecticut	$0	-$80.2M	0	–	Closed
649	CRCP Copper Rock Capital Partners Boston, Massachusetts	$0	-$48K	0	–	Closed
650	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$0	-$2.86M	0	–	Closed