← 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
HFS
HBC Financial Services
Washington
$0 $0 1 0% Maintained
2852
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0 -$52.3M 0 – Closed
2853
HBCM
Heron Bay Capital Management
Michigan
$0 -$213K 0 – Closed
2854
HIM
HGC Investment Management
Ontario, Canada
$0 -$1.62M 0 – Closed
2855
HWM
Hohimer Wealth Management
Washington
$0 -$160K 0 – Closed
2856
HS
Horan Securities
United States
$0 -$1.36K 0 – Closed
2857
HCA
Hyperion Capital Advisors
New York
$0 -$409K 0 – Closed
2858
IGWM
ICA Group Wealth Management
Colorado
$0 -$218K 0 – Closed
2859
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$0 -$915K 0 – Closed
2860
IFPG
Intrepid Financial Planning Group
Indiana
$0 -$200K 0 – Closed
2861
IPW
IronBridge Private Wealth
Texas
$0 -$1.73M 0 – Closed
2862
JCP
Jennifer C. Price
$0 -$211K 0 – Closed
2863
JAG
Journey Advisory Group
Kentucky
$0 -$213K 0 – Closed
2864
JCM
JS Capital Management
New York
$0 -$7.39M 0 – Closed
2865
KC
KCL Capital
New York
$0 -$19.7M 0 – Closed
2866
KCM
Kingdon Capital Management
New York
$0 -$12.1M 0 – Closed
2867
KWMG
King Wealth Management Group
Florida
$0 -$309K 0 – Closed
2868
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$847K 0 – Closed
2869
KW
KWB Wealth
California
$0 -$217K 0 – Closed
2870
LCM
Landscape Capital Management
New Jersey
$0 -$1.05M 0 – Closed
2871
LFA
Legend Financial Advisors
Pennsylvania
$0 -$5.62K 0 – Closed
2872
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0 -$277K 0 – Closed
2873
LWM
Liberty Wealth Management
California
$0 -$211K 0 – Closed
2874
LCC
Lincoln Capital Corp
Rhode Island
$0 -$230K 0 – Closed
2875
MCM
Maytus Capital Management
New York
$0 -$6.74M 0 – Closed