← 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
2676
HI
Hudock Inc
Pennsylvania
$0 -$98K 0 – Closed
2677
HLC
Hunt Lane Capital
New York
$0 -$5.03M 0 – Closed
2678
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
$0 -$200K 0 – Closed
2679
IWA
IBEX Wealth Advisors
New Jersey
$0 -$2.34M 0 – Closed
2680
IA
IFG Advisors
Missouri
$0 -$200K 0 – Closed
2681
IAMOG
Investors Asset Management of Georgia
Georgia
$0 -$29K 0 – Closed
2682
ILCM
Ivy Lane Capital Management
Florida
$0 -$4.47M 0 – Closed
2683
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0 -$3.85M 0 – Closed
2684
JWBC
John W. Brooker & Co
California
$0 -$113K 0 – Closed
2685
JAG
Journey Advisory Group
Kentucky
$0 -$715K 0 – Closed
2686
KCM
Karp Capital Management
California
$0 -$1.1M 0 – Closed
2687
Karpus Investment Management
Karpus Investment Management
New York
$0 -$652K 0 – Closed
2688
KJWM
Kiley Juergens Wealth Management
Washington
$0 -$209K 0 – Closed
2689
LDB
Lee, Danner & Bass
Tennessee
$0 -$212K 0 – Closed
2690
LP
LGL Partners
Pennsylvania
$0 -$263K 0 – Closed
2691
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0 -$14.1M 0 – Closed
2692
LAS
LWM Advisory Services
Florida
$0 -$569K 0 – Closed
2693
M1FG
Mach-1 Financial Group
Arkansas
$0 -$114K 0 – Closed
2694
MCM
Magnolia Capital Management
New York
$0 -$101K 0 – Closed
2695
MSFS
Main Street Financial Solutions
Pennsylvania
$0 -$219K 0 – Closed
2696
MP
Marlowe Partners
New York
$0 -$3.88M 0 – Closed
2697
MCA
Maryland Capital Advisors
Maryland
$0 -$36K 0 – Closed
2698
MCMC
Matrix Capital Management Company
New Hampshire
$0 -$45.5M 0 – Closed
2699
MWM
Mattern Wealth Management
Kansas
$0 -$206K 0 – Closed
2700
Maven Securities
Maven Securities
Jersey
$0 -$5.17M 0 – Closed