← 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
3201
M1FG
Mach-1 Financial Group
Arkansas
$0 -$629K 0 – Closed
3202
MAM
Marquette Asset Management
Minnesota
$0 -$4.47K 0 – Closed
3203
MCA
Maryland Capital Advisors
Maryland
$0 -$920 0 – Closed
3204
MFA
McClarren Financial Advisors
Pennsylvania
$0 $0 0 – Closed
3205
Mizuho Markets Americas
Mizuho Markets Americas
New York
$0 -$25.3M 0 – Closed
3206
MMC
Mizuho Markets Cayman
Cayman Islands
$0 -$7.69M 0 – Closed
3207
MC
Montag & Caldwell
Georgia
$0 -$900K 0 – Closed
3208
MM
MQS Management
New York
$0 -$387K 0 – Closed
3209
NIC
Northwest Investment Counselors
Oregon
$0 -$34.7K 0 – Closed
3210
Old Mission Capital
Old Mission Capital
Illinois
$0 -$187K 0 – Closed
3211
OCAM
Owl Creek Asset Management
New York
$0 -$5.41M 0 – Closed
3212
PWMA
Pension & Wealth Management Advisors
Massachusetts
$0 -$5.27K 0 – Closed
3213
PLU
Performa Ltd (US)
South Carolina
$0 -$10.3K 0 – Closed
3214
PPWM
PFG Private Wealth Management
Florida
$0 -$108K 0 – Closed
3215
PHAM
Portland Hill Asset Management
United Kingdom
$0 -$63K 0 – Closed
3216
PGDP
Pragma Gestao de Patrimonio
Brazil
$0 -$1.12M 0 – Closed
3217
Prana Capital Management
Prana Capital Management
Connecticut
$0 -$10.1M 0 – Closed
3218
Readystate Asset Management
Readystate Asset Management
Illinois
$0 -$3.75M 0 – Closed
3219
RIM
Redwood Investment Management
Arizona
$0 -$454K 0 – Closed
3220
RFA
Register Financial Advisors
Georgia
$0 -$65.6K 0 – Closed
3221
RCW
Rheos Capital Works
Japan
$0 -$16.6M 0 – Closed
3222
River Road Asset Management
River Road Asset Management
Kentucky
$0 -$226K 0 – Closed
3223
RCG
Rock Creek Group
District of Columbia
$0 -$138K 0 – Closed
3224
RA
Rockingstone Advisors
Massachusetts
$0 -$201K 0 – Closed
3225
RL
Rogco LP
Oklahoma
$0 -$7.1K 0 – Closed