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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	% of Portfolio	Status
2476	FCFC First Citizens Financial Corp Mason City, Iowa	$0	-$204K	–	Closed
2477	First National Bank of Omaha Omaha, Nebraska	$0	-$207K	–	Closed
2478	FWA FOCUS Wealth Advisors Houston, Texas	$0	-$940K	–	Closed
2479	FHCM Force Hill Capital Management New York	$0	-$24.7M	–	Closed
2480	Forvis Mazars Wealth Advisors Springfield, Missouri	$0	-$754K	–	Closed
2481	FFA Founders Financial Alliance Raleigh, North Carolina	$0	-$219K	–	Closed
2482	FSCP Franklin Street Capital Partners New York	$0	-$2.45M	–	Closed
2483	FWM FSA Wealth Management Needham, Massachusetts	$0	-$56K	–	Closed
2484	GQG Partners Ft. Lauderdale, Florida	$0	-$1.18B	–	Closed
2485	GIA Granite Investment Advisors Concord, New Hampshire	$0	-$2.36M	–	Closed
2486	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$0	-$8.71M	–	Closed
2487	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$0	-$12K	–	Closed
2488	Haverford Trust Company Radnor, Pennsylvania	$0	-$243K	–	Closed
2489	Highbridge Capital Management New York	$0	-$20.5M	–	Closed
2490	HIM Hotaling Investment Management Wayne, Pennsylvania	$0	-$1.74M	–	Closed
2491	Hudson Bay Capital Management Stamford, Connecticut	$0	-$14.4M	–	Closed
2492	IA IFS Advisors Overland Park, Kansas	$0	-$8K	–	Closed
2493	IAP Indie Asset Partners Carmel, Indiana	$0	-$225K	–	Closed
2494	Intermede Investment Partners London, United Kingdom	$0	-$78.4M	–	Closed
2495	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$1.83M	–	Closed
2496	ICM Ionic Capital Management New York	$0	-$890K	–	Closed
2497	JM Jeneq Management New York	$0	-$21.2M	–	Closed
2498	Junto Capital Management New York	$0	-$39.9M	–	Closed
2499	KCM Kathmere Capital Management Wayne, Pennsylvania	$0	-$30K	–	Closed
2500	KA Kercheville Advisors San Antonio, Texas	$0	-$396K	–	Closed