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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
2551	SEP Southland Equity Partners Wildwood, Missouri	$0	-$527K	–	Closed
2552	SFG Sowa Financial Group Lincoln, Rhode Island	$0	-$111K	–	Closed
2553	SFP Strategic Financial Planning Plano, Texas	$0	-$233K	–	Closed
2554	SCP Syntal Capital Partners Midland, Texas	$0	-$1.84M	–	Closed
2555	Third Point New York	$0	-$254M	–	Closed
2556	TEE Tibra Equities Europe London, United Kingdom	$0	-$1.18M	–	Closed
2557	TEC Tiger Eye Capital Nashville, Tennessee	$0	-$17.2M	–	Closed
2558	TimesSquare Capital Management New York	$0	-$12.7M	–	Closed
2559	TWM Titus Wealth Management Larskpur, California	$0	-$228K	–	Closed
2560	T TRUADVICE Sarasota, Florida	$0	-$368K	–	Closed
2561	TI tru Independence Portland, Oregon	$0	-$23.6K	–	Closed
2562	TC TwinBeech Capital Purchase, New York	$0	-$3.83M	–	Closed
2563	TFCP Twin Focus Capital Partners Boston, Massachusetts	$0	-$321K	–	Closed
2564	TCM Tybourne Capital Management Hong Kong	$0	-$260M	–	Closed
2565	UAM UAS Asset Management New York	$0	-$1.1M	–	Closed
2566	UIA UBP Investment Advisors Geneva, Switzerland	$0	-$267K	–	Closed
2567	VHAM Van Hulzen Asset Management El Dorado Hills, California	$0	-$465K	–	Closed
2568	VCG Vantage Consulting Group Virginia Beach, Virginia	$0	-$143K	–	Closed
2569	VRM Vectors Research Management New York	$0	-$2K	–	Closed
2570	VCM Vivaldi Capital Management Chicago, Illinois	$0	-$559K	–	Closed
2571	WTB Washington Trust Bank Spokane, Washington	$0	-$522K	–	Closed
2572	WCM Weld Capital Management New York	$0	-$4.26M	–	Closed
2573	WFA Wellspring Financial Advisors Cleveland, Ohio	$0	-$215K	–	Closed
2574	WCM Wisconsin Capital Management Madison, Wisconsin	$0	-$5.16M	–	Closed
2575	World Investment Advisors Santa Barbara, California	$0	-$300K	–	Closed