← 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
1926	SG Somerset Group Wayzata, Minnesota	$0	-$224K	0	–	Closed
1927	SCM Soros Capital Management New York	$0	-$18.7M	0	–	Closed
1928	SAMC Spectrum Asset Management (California) Newport Beach, California	$0	-$978K	0	–	Closed
1929	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$0	-$1.81M	0	–	Closed
1930	SSG Summit Securities Group New York	$0	-$1.02M	0	–	Closed
1931	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$813K	0	–	Closed
1932	SAM Symphony Asset Management San Francisco, California	$0	-$1.05M	0	–	Closed
1933	TWP TFO Wealth Partners Maumee, Ohio	$0	-$14K	0	–	Closed
1934	TA Thor Advisors New York	$0	+$827	2	0%	New
1935	TFA Tobias Financial Advisors Plantation, Florida	$0	-$24K	0	–	Closed
1936	TCWM Total Clarity Wealth Management St. Charles, Illinois	$0	-$137K	0	–	Closed
1937	TAM Tradition Asset Management Richmond, Virginia	$0	-$203K	0	–	Closed
1938	UBS O'Connor Chicago, Illinois	$0	-$13.4M	0	–	Closed
1939	UCMOK United Capital Management of KS Salina, Kansas	$0	-$238K	0	–	Closed
1940	VCM Vigilant Capital Management Portland, Maine	$0	-$42K	0	–	Closed
1941	VCM Virtue Capital Management Brentwood, Tennessee	$0	-$2.56M	0	–	Closed
1942	Voleon Capital Management Berkeley, California	$0	-$48.6M	0	–	Closed
1943	Wealth Enhancement Advisory Services Plymouth, Minnesota	$0	-$1.42M	0	–	Closed
1944	Weiss Asset Management Boston, Massachusetts	$0	-$248K	0	–	Closed
1945	Wolverine Asset Management Chicago, Illinois	$0	-$41K	0	–	Closed
1946	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$0	-$2.01M	0	–	Closed
1947	XS XR Securities Chicago, Illinois	$0	-$1.45M	0	–	Closed