← 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	% of Portfolio	Status
2801	LGA Lebenthal Global Advisors Hauppauge, New York	$0	-$218K	–	Closed
2802	LFA Level Financial Advisors East Amherst, New York	$0	-$1K	–	Closed
2803	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$212K	–	Closed
2804	MS Madden Securities Dallas, Texas	$0	-$24.9K	–	Closed
2805	MSR Main Street Research Lakeville, Connecticut	$0	-$386K	–	Closed
2806	MC Maplelane Capital New York	$0	-$30.5M	–	Closed
2807	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	-$8K	–	Closed
2808	MSCM McElhenny Sheffield Capital Management Dallas, Texas	$0	-$10.4K	–	Closed
2809	MCAV Meritech Capital Associates VI Palo Alto, California	$0	-$10.9M	–	Closed
2810	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$0	-$35K	–	Closed
2811	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$0	-$65K	–	Closed
2812	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$0	-$16.7M	–	Closed
2813	MI MMCAP International Grand Cayman, Cayman Islands	$0	-$3.33M	–	Closed
2814	MCI MRP Capital Investments Alpharetta, Georgia	$0	-$301K	–	Closed
2815	MPCL My Personal CFO LLC Vancouver, Washington	$0	-$26.4K	–	Closed
2816	NFG Nadler Financial Group Deerfield, Illinois	$0	-$5.2K	–	Closed
2817	NAM Nexpoint Asset Management Dallas, Texas	$0	-$6.6M	–	Closed
2818	OWA One Wealth Advisors San Francisco, California	$0	-$21.6K	–	Closed
2819	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$0	-$43M	–	Closed
2820	Orbis Allan Gray Hamilton, Bermuda	$0	-$16.2M	–	Closed
2821	PP Paloma Partners Greenwich, Connecticut	$0	-$35.7K	–	Closed
2822	PFG Peterson Financial Group Des Moines, Iowa	$0	-$581K	–	Closed
2823	PFC Phocas Financial Corp Alameda, California	$0	-$127K	–	Closed
2824	PSC Portman Square Capital London, United Kingdom	$0	-$1.73M	–	Closed
2825	PAM Premier Asset Management Chicago, Illinois	$0	-$293K	–	Closed