← 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
1301	ME McIlrath & Eck Arlington, Washington	$1K	-$5.61K	1	0%	Reduced
1302	OWA One Wealth Advisors San Francisco, California	$1K	+$638	1	0%	New
1303	OTC Opera Trading Capital Paris, France	$1K	$0	1	0%	Maintained
1304	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1305	TC Trilogy Capital Irvine, California	$1K	+$638	1	0%	New
1306	Achmea Investment Management Zeist, Netherlands	$0	-$870K	0	–	Closed
1307	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$0	-$15K	0	–	Closed
1308	AA AlphaMark Advisors Ft. Wright, Kentucky	$0	-$35K	0	–	Closed
1309	APC Alta Park Capital San Francisco, California	$0	-$5.86M	0	–	Closed
1310	Altshuler Shaham Tel Aviv, Israel	$0	-$17K	0	–	Closed
1311	AC Apertura Capital Dallas, Texas	$0	-$1.05M	0	–	Closed
1312	AI ArchPoint Investors Coral Gables, Florida	$0	-$39K	0	–	Closed
1313	AP Arlington Partners Birmingham, Alabama	$0	-$7K	0	–	Closed
1314	ACM Atika Capital Management New York	$0	-$3.31M	0	–	Closed
1315	AP Atwood & Palmer Kansas City, Missouri	$0	-$33K	0	–	Closed
1316	BCM BBT Capital Management Fort Worth, Texas	$0	-$4.65M	0	–	Closed
1317	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$0	-$2.62M	0	–	Closed
1318	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$0	-$1.04M	0	–	Closed
1319	BBCM Boardman Bay Capital Management New York	$0	-$582K	0	–	Closed
1320	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$26M	0	–	Closed
1321	Brandywine Global Investment Management Philadelphia, Pennsylvania	$0	-$474K	0	–	Closed
1322	BC Breakline Capital New York	$0	-$3.42M	0	–	Closed
1323	Bridgewater Associates Westport, Connecticut	$0	-$341K	0	–	Closed
1324	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$51K	0	–	Closed
1325	BSPF British Steel Pension Fund London, United Kingdom	$0	-$881K	0	–	Closed