← 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
2601
JMF
Johnson Midwest Financial
Iowa
$1K +$1.27K 1 0% New
2602
UFF
USA Financial Formulas
Michigan
$1K $0 1 0% Maintained
2603
LAM
Lountzis Asset Management
Pennsylvania
$105 +$121 1 0% New
2604
AWP
Abacus Wealth Partners
California
$0 -$522K 0 – Closed
2605
AGM
Alpine Global Management
New York
$0 -$317K 0 – Closed
2606
AC
AMS Capital
Brazil
$0 -$39.1M 0 – Closed
2607
AIM
Anatole Investment Management
Hong Kong
$0 -$6.94M 0 – Closed
2608
ACM
Anomaly Capital Management
New York
$0 -$11.3M 0 – Closed
2609
AI
Aperture Investors
New York
$0 -$848K 0 – Closed
2610
AIA
Arcadia Investment Advisors
Idaho
$0 -$1.1K 0 – Closed
2611
AI
AXS Investments
New York
$0 -$18M 0 – Closed
2612
BMC
Benin Management Corp
Connecticut
$0 -$250K 0 – Closed
2613
BWC
Blue Whale Capital
United Kingdom
$0 -$32.5M 0 – Closed
2614
B
BP
United Kingdom
$0 -$7.8M 0 – Closed
2615
BC
Bridgefront Capital
Texas
$0 -$1.62M 0 – Closed
2616
Brookfield Corp
Brookfield Corp
Ontario, Canada
$0 -$8.89M 0 – Closed
2617
BEP
Brookside Equity Partners
Connecticut
$0 -$2.62M 0 – Closed
2618
CBT
Capital Bank & Trust
California
$0 -$24.9M 0 – Closed
2619
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$0 -$16.4M 0 – Closed
2620
CCMU
Cheyne Capital Management (UK)
United Kingdom
$0 -$3.19M 0 – Closed
2621
CIM
Chiron Investment Management
New York
$0 -$16M 0 – Closed
2622
CFG
CKW Financial Group
Hawaii
$0 -$3K 0 – Closed
2623
CFFNO
Common Fund For Nonprofit Organizations
Connecticut
$0 -$2.65M 0 – Closed
2624
CIM
Contravisory Investment Management
Massachusetts
$0 -$251K 0 – Closed
2625
CGA
Crescent Grove Advisors
Illinois
$0 -$231K 0 – Closed
103 104
105
106 107