← 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
2501	KC Kingfisher Capital Charlotte, North Carolina	$0	-$3.05M	0	–	Closed
2502	LGA Lebenthal Global Advisors Hauppauge, New York	$0	-$51K	0	–	Closed
2503	LF Lee Financial Dallas, Texas	$0	+$274	1	0%	New
2504	LFF Level Four Financial Dallas, Texas	$0	-$427K	0	–	Closed
2505	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$10.3M	0	–	Closed
2506	LC Lunia Capital Dallas, Texas	$0	-$6.74M	0	–	Closed
2507	MFS Madrona Financial Services Everett, Washington	$0	-$261K	0	–	Closed
2508	MIA MainStreet Investment Advisors Chicago, Illinois	$0	-$296K	0	–	Closed
2509	MCM Makena Capital Management Menlo Park, California	$0	-$3.92M	0	–	Closed
2510	MCC Malaga Cove Capital Pv Estates, California	$0	-$596K	0	–	Closed
2511	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$237K	0	–	Closed
2512	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$0	-$41K	0	–	Closed
2513	MSA Mason Street Advisors Milwaukee, Wisconsin	$0	-$42.9M	0	–	Closed
2514	MAM Mastrapasqua Asset Management Nashville, Tennessee	$0	-$3.69M	0	–	Closed
2515	Maverick Capital Dallas, Texas	$0	-$848K	0	–	Closed
2516	MAG Mayfair Advisory Group Birmingham, Alabama	$0	-$203K	0	–	Closed
2517	MCM McMillion Capital Management Greensboro, North Carolina	$0	-$2K	0	–	Closed
2518	Merriman Wealth Management Seattle, Washington	$0	-$9.96M	0	–	Closed
2519	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$0	-$92K	0	–	Closed
2520	Modera Wealth Management Westwood, New Jersey	$0	-$218K	0	–	Closed
2521	NMC NEA Management Company Timonium, Maryland	$0	-$1.41M	0	–	Closed
2522	NWS Newport Wealth Strategies Irvine, California	$0	-$229K	0	–	Closed
2523	NC NewSquare Capital Newtown Square, Pennsylvania	$0	-$2K	0	–	Closed
2524	NFG Norris Financial Group Greenville, South Carolina	$0	-$1.12M	0	–	Closed
2525	OC Oakmont Corp Los Angeles, California	$0	-$34.3M	0	–	Closed