← 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
1701	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$2.89M	0	–	Closed
1702	PNAA Pictet North America Advisors Geneva 73, Switzerland	$0	-$13.8M	0	–	Closed
1703	PSC Piper Sandler & Co Minneapolis, Minnesota	$0	-$6K	0	–	Closed
1704	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$0	-$1.1M	0	–	Closed
1705	PCP Proficio Capital Partners Newton, Massachusetts	$0	-$347K	0	–	Closed
1706	QI Qtron Investments Boston, Massachusetts	$0	-$563K	0	–	Closed
1707	RIG Renaissance Investment Group Lenox, Massachusetts	$0	-$205K	0	–	Closed
1708	RM Resource Management Metairie, Louisiana	$0	-$273K	0	–	Closed
1709	RIS Retirement Income Solutions Ann Arbor, Michigan	$0	-$202K	0	–	Closed
1710	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$0	-$274K	0	–	Closed
1711	Rothschild & Co Wealth Management (UK) London, United Kingdom	$0	-$273K	0	–	Closed
1712	SC Schoolcraft Capital Boulder, Colorado	$0	-$228K	0	–	Closed
1713	SI Sensato Investors San Francisco, California	$0	-$1.04M	0	–	Closed
1714	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$0	-$74K	0	–	Closed
1715	SL Signition LP New York	$0	-$2.16M	0	–	Closed
1716	SW SlateStone Wealth Jupiter, Florida	$0	-$2.66M	0	–	Closed
1717	SFG Summit Financial Group Moorefield, West Virginia	$0	-$546K	0	–	Closed
1718	SICM Sustainable Insight Capital Management New York	$0	-$3.19M	0	–	Closed
1719	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$0	-$1.64M	0	–	Closed
1720	TD Ameritrade Investment Management Omaha, Nebraska	$0	-$12.1K	1	0%	Reduced
1721	TCM Thames Capital Management Roseland, New Jersey	$0	-$11.7M	0	–	Closed
1722	TEE Tibra Equities Europe London, United Kingdom	$0	-$10.3M	0	–	Closed
1723	TFA Transamerica Financial Advisors St. Petersburg, Florida	$0	-$2K	0	–	Closed
1724	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$0	-$35K	0	–	Closed
1725	UH Unigestion Holding Geneva, Switzerland	$0	-$2.8M	0	–	Closed