← 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
2026
PCA
Providence Capital Advisors
North Carolina
$0 +$168 1 0% New
2027
QIM
Quantitative Investment Management
Virginia
$0 -$9.49M 0 – Closed
2028
RFM
Royal Fund Management
Florida
$0 -$4K 0 – Closed
2029
SCM
Sandler Capital Management
New York
$0 -$5M 0 – Closed
2030
SM
Sciencast Management
New Jersey
$0 -$1.24M 0 – Closed
2031
SM
Senvest Management
New York
$0 -$264K 0 – Closed
2032
SEC
Seven Eight Capital
New York
$0 -$6.29M 0 – Closed
2033
SCM
Southport Capital Management
Tennessee
$0 -$453K 0 – Closed
2034
SFM
Sphera Funds Management
Israel
$0 -$5.12M 0 – Closed
2035
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$0 -$3.03M 0 – Closed
2036
SL
Summitry LLC
California
$0 -$808K 0 – Closed
2037
SCM
Suvretta Capital Management
New York
$0 -$226M 0 – Closed
2038
TI
Think Investments
California
$0 -$9.59M 0 – Closed
2039
TAM
Third Avenue Management
New York
$0 -$2.5M 0 – Closed
2040
TPM
Totem Point Management
New York
$0 -$7.57M 0 – Closed
2041
TCA
Transcend Capital Advisors
New Jersey
$0 -$548K 0 – Closed
2042
VM
Valinor Management
New York
$0 -$47.9M 0 – Closed
2043
VCS
Vaughan & Co Securities
New Jersey
$0 -$28.5K 0 – Closed
2044
VCM
Venator Capital Management
Ontario, Canada
$0 -$3.8M 0 – Closed
2045
VC
Veracity Capital
Georgia
$0 -$553K 0 – Closed
2046
Walleye Capital
Walleye Capital
New York
$0 -$74K 0 – Closed
2047
WKWM
Walter & Keenan Wealth Management
Indiana
$0 -$1.35M 0 – Closed
2048
WCM
Wealthcare Capital Management
Virginia
$0 -$89K 0 – Closed
2049
WQ
Wealth Quarterback
New Jersey
$0 -$34.4K 0 – Closed
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