← 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
1801	LWA Lowe Wealth Advisors Columbia, Maryland	$1K	$0	1	0%	Maintained
1802	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1803	3C 361 Capital Denver, Colorado	$0	-$423K	0	–	Closed
1804	Advisors Capital Management Ridgewood, New Jersey	$0	-$219K	0	–	Closed
1805	AFS Aft Forsyth & Sober Valrico, Florida	$0	-$115K	0	–	Closed
1806	Alesco Advisors Pittsford, New York	$0	-$699K	0	–	Closed
1807	Algert Global San Francisco, California	$0	-$413K	0	–	Closed
1808	ACM Alight Capital Management New York	$0	-$8.13M	0	–	Closed
1809	AOWM Alpha Omega Wealth Management Richmond, Virginia	$0	-$257K	0	–	Closed
1810	Americana Partners Houston, Texas	$0	-$67K	0	–	Closed
1811	AAM American Asset Management Boca Raton, Florida	$0	-$212K	0	–	Closed
1812	ACM Anfield Capital Management Irvine, California	$0	-$124K	0	–	Closed
1813	AA Argent Advisors Monroe, Louisiana	$0	-$33K	0	–	Closed
1814	ARTA A.R.T. Advisors New York	$0	-$2.93M	0	–	Closed
1815	APC Aspire Private Capital Cornelius, North Carolina	$0	-$33K	0	–	Closed
1816	AI Atom Investors Austin, Texas	$0	-$531K	0	–	Closed
1817	AIM Aurora Investment Managers Naples, Florida	$0	-$267K	0	–	Closed
1818	BP Banbury Partners Charlotte, North Carolina	$0	-$28.9M	0	–	Closed
1819	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$0	-$15K	0	–	Closed
1820	BP BBR Partners New York	$0	-$451K	0	–	Closed
1821	BFA Beacon Financial Advisory Cleveland, Ohio	$0	-$310K	0	–	Closed
1822	BCM Bluefin Capital Management New York	$0	-$5.54M	0	–	Closed
1823	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$2.3M	0	–	Closed
1824	BPM Bowling Portfolio Management Cincinnati, Ohio	$0	-$2.71M	0	–	Closed
1825	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$8K	0	–	Closed