← 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
2876
GPA
Guidance Point Advisors
Massachusetts
$0 -$10K 0 – Closed
2877
HNWA
Henrickson Nauta Wealth Advisors
Michigan
$0 +$776 3 0% New
2878
HA
Herold Advisors
New York
$0 -$210K 0 – Closed
2879
HAM
Honeycomb Asset Management
New York
$0 -$94.9M 0 – Closed
2880
Iconiq Capital
Iconiq Capital
California
$0 -$3.78M 0 – Closed
2881
IA
IFS Advisors
Kansas
$0 +$843 1 0% New
2882
IEFM
IQ EQ Fund Management
Ireland
$0 -$380K 0 – Closed
2883
IHWM
Iron Horse Wealth Management
Iowa
$0 $0 1 0% Maintained
2884
IF
Ironwood Financial
Arizona
$0 -$111K 0 – Closed
2885
JPLA
Joseph P. Lucia & Associates
New York
$0 -$40K 0 – Closed
2886
KHCM
Kettle Hill Capital Management
New York
$0 -$17.7M 0 – Closed
2887
KIG
Kowal Investment Group
Wisconsin
$0 -$162K 0 – Closed
2888
LAM
Lountzis Asset Management
Pennsylvania
$0 -$105 0 – Closed
2889
LA
LVW Advisors
New York
$0 -$293K 0 – Closed
2890
MFS
Madrona Financial Services
Washington
$0 -$214K 0 – Closed
2891
MCM
Marathon Capital Management
Maryland
$0 -$514K 0 – Closed
2892
Markel Group
Markel Group
Virginia
$0 -$475K 0 – Closed
2893
MCM
Mason Capital Management
New York
$0 -$610K 0 – Closed
2894
Maverick Capital
Maverick Capital
Texas
$0 -$4.42M 0 – Closed
2895
MCF Advisors
MCF Advisors
Kentucky
$0 -$219K 0 – Closed
2896
MAM
McLean Asset Management
Virginia
$0 -$224K 0 – Closed
2897
MCM
McRae Capital Management
New Jersey
$0 -$206K 0 – Closed
2898
MCL
MIK Capital LP
New York
$0 -$18.4M 0 – Closed
2899
MWC
MKD Wealth Coaches
Michigan
$0 -$329K 0 – Closed
2900
NL
NKCFO LLC
Illinois
$0 -$625K 0 – Closed