← 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
2851
HLA
Hamilton Lane Advisors
Pennsylvania
$0 -$1.85M 0 – Closed
2852
HWIS
Hancock Whitney Investment Services
Louisiana
$0 -$336K 0 – Closed
2853
HCM
Helios Capital Management
Singapore
$0 -$1.51M 0 – Closed
2854
HNWA
Henrickson Nauta Wealth Advisors
Michigan
$0 $0 0 – Closed
2855
HCP
Hiddenite Capital Partners
New York
$0 -$2.07M 0 – Closed
2856
II
Ibex Investors
Colorado
$0 -$4.65M 0 – Closed
2857
IIA
ICW Investment Advisors
Arizona
$0 -$222K 0 – Closed
2858
IA
IFS Advisors
Kansas
$0 $0 1 0% Maintained
2859
IAP
Indie Asset Partners
Indiana
$0 -$212K 0 – Closed
2860
IV
Industry Ventures
California
$0 -$6.48M 0 – Closed
2861
IFA
Interactive Financial Advisors
Illinois
$0 -$5K 0 – Closed
2862
IAG
Investmark Advisory Group
Connecticut
$0 -$56K 0 – Closed
2863
IFG
Investors Financial Group
Minnesota
$0 -$2.29M 0 – Closed
2864
IPW
IronBridge Private Wealth
Texas
$0 -$20K 0 – Closed
2865
IM
Islet Management
New York
$0 -$12.7M 0 – Closed
2866
JLBC
J.L. Bainbridge & Co
Florida
$0 -$409K 0 – Closed
2867
KA
Kercheville Advisors
Texas
$0 -$767K 0 – Closed
2868
KCFA
Key Client Fiduciary Advisors
New Jersey
$0 -$69K 0 – Closed
2869
KC
Kingfisher Capital
North Carolina
$0 -$1.1M 0 – Closed
2870
Laurion Capital Management
Laurion Capital Management
New York
$0 -$1.38M 0 – Closed
2871
LPIC
LeJeune Puetz Investment Counsel
Michigan
$0 -$110K 0 – Closed
2872
LPARFS
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$0 -$949K 0 – Closed
2873
LP
LGL Partners
Pennsylvania
$0 -$217K 0 – Closed
2874
LWM
Liberty Wealth Management
California
$0 -$215K 0 – Closed
2875
LR
Library Research
Hong Kong
$0 -$5.53M 0 – Closed