← 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
3376	LF Lee Financial Dallas, Texas	$0	-$47.7K	–	Closed
3377	LCGC Legacy Capital Group California Los Gatos, California	$0	-$803K	–	Closed
3378	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$0	-$239K	–	Closed
3379	LT Legacy Trust Grand Rapids, Michigan	$0	-$175K	–	Closed
3380	LFA Level Financial Advisors East Amherst, New York	$0	-$5.65K	–	Closed
3381	LCS Levin Capital Strategies New York	$0	-$21.3K	–	Closed
3382	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$0	-$220K	–	Closed
3383	LWM LJI Wealth Management Indianapolis, Indiana	$0	-$1.21M	–	Closed
3384	LIWM Long Island Wealth Management Melville, New York	$0	-$29K	–	Closed
3385	LCM LRT Capital Management Austin, Texas	$0	-$222K	–	Closed
3386	LAS LWM Advisory Services Plantation, Florida	$0	-$227K	–	Closed
3387	MIA MainStreet Investment Advisors Chicago, Illinois	$0	-$244K	–	Closed
3388	MIAS Mason Investment Advisory Services Reston, Virginia	$0	-$271K	–	Closed
3389	MPCG Matrix Private Capital Group New York	$0	-$251K	–	Closed
3390	Meridian Wealth Management Lexington, Kentucky	$0	-$7.99M	–	Closed
3391	MPW MGO Private Wealth Irvine, California	$0	-$232K	–	Closed
3392	NMO Newlands Management Operations Dallas, Texas	$0	-$132M	–	Closed
3393	OHWA Oak Hill Wealth Advisors Lansdowne, Virginia	$0	-$280K	–	Closed
3394	ODG O'Dell Group Cincinnati, Ohio	$0	-$208K	–	Closed
3395	ONGA O'Neil Global Advisors Los Angeles, California	$0	-$1.59M	–	Closed
3396	ORAM One River Asset Management Stamford, Connecticut	$0	-$707	–	Closed
3397	OC Optimas Capital Central, Hong Kong	$0	-$3.82M	–	Closed
3398	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$512K	–	Closed
3399	PM Parametrica Management Wanchai, Hong Kong	$0	-$985K	–	Closed
3400	PI Parkside Investments Deerfield, Illinois	$0	-$658K	–	Closed