← 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
1376	TCM Tradewinds Capital Management Bellingham, Washington	$2K	$0	1	0%	Maintained
1377	CIR Clear Investment Research Alpharetta, Georgia	$1K	+$742	1	0%	New
1378	Financial Engines Advisors Santa Clara, California	$1K	$0	1	0%	Maintained
1379	GWA Guidant Wealth Advisors Palatine, Illinois	$1K	$0	1	0%	Maintained
1380	OWA One Wealth Advisors San Francisco, California	$1K	$0	1	0%	Maintained
1381	RFM Royal Fund Management Lady Lake, Florida	$1K	-$2.42K	1	0%	Reduced
1382	TC Trilogy Capital Irvine, California	$1K	$0	1	0%	Maintained
1383	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$2M	0	–	Closed
1384	AA Apriem Advisors Irvine, California	$0	-$58K	0	–	Closed
1385	AAM Ardevora Asset Management London, United Kingdom	$0	-$33.4M	0	–	Closed
1386	Aristotle Atlantic Partners Sarasota, Florida	$0	-$674K	0	–	Closed
1387	Assenagon Asset Management Senningerberg, Luxembourg	$0	-$60.8M	0	–	Closed
1388	ADL Asset Dedication LLC San Francisco, California	$0	-$19K	0	–	Closed
1389	BCA Bay Colony Advisors Concord, Massachusetts	$0	-$14K	0	–	Closed
1390	BCM Bayesian Capital Management Brooklyn, New York	$0	-$3.17M	0	–	Closed
1391	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	-$14K	0	–	Closed
1392	BTP Bloom Tree Partners New York	$0	-$10.8M	0	–	Closed
1393	B Bridgeworth Birmingham, Alabama	$0	-$73K	0	–	Closed
1394	BW Gestao de Investimentos Sao Paulo, Brazil	$0	-$2.25M	0	–	Closed
1395	Capital Fund Management (CFM) Paris, France	$0	-$12.4M	0	–	Closed
1396	Capital International Los Angeles, California	$0	-$2.97M	0	–	Closed
1397	CWM Cedar Wealth Management Walnut Creek, California	$0	-$15K	0	–	Closed
1398	CF Centaurus Financial Anaheim, California	$0	-$945K	0	–	Closed
1399	C Cerebellum San Francisco, California	$0	-$9K	0	–	Closed
1400	Choreo LLC Rockford, Illinois	$0	-$354K	0	–	Closed