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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	HM Harvest Management New York	$0	-$641K	–	Closed
3377	HWM Hemington Wealth Management Falls Church, Virginia	$0	-$210K	–	Closed
3378	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$507K	–	Closed
3379	HCM Hodges Capital Management Dallas, Texas	$0	-$403K	–	Closed
3380	HAM Honeycomb Asset Management New York	$0	-$10.5M	–	Closed
3381	HIS Horizon Investment Services Hammond, Indiana	$0	-$3.39M	–	Closed
3382	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$0	-$220K	–	Closed
3383	HI Humankind Investments New York	$0	-$215K	–	Closed
3384	IPW Impact Partnership Wealth Marietta, Georgia	$0	-$108K	–	Closed
3385	IPI Inflection Point Investments London, United Kingdom	$0	-$8.41M	–	Closed
3386	IDBONY Israel Discount Bank of New York New York	$0	-$418K	–	Closed
3387	Jericho Capital Asset Management New York	$0	-$106M	–	Closed
3388	JWM JFG Wealth Management Denver, Colorado	$0	-$230K	–	Closed
3389	JMG Financial Group Downers Grove, Illinois	$0	-$211K	–	Closed
3390	JBA Johnson Bixby & Associates Vancouver, Washington	$0	-$209K	–	Closed
3391	Junto Capital Management New York	$0	-$50.4M	–	Closed
3392	JWM Jupiter Wealth Management Glendale, Colorado	$0	-$501K	–	Closed
3393	KI Kapitalo Investimentos Sao Paulo, Brazil	$0	-$441K	–	Closed
3394	KCM Kathmere Capital Management Wayne, Pennsylvania	$0	-$227K	–	Closed
3395	KCM Kingdon Capital Management New York	$0	-$12M	–	Closed
3396	LA Latitude Advisors Vero Beach, Florida	$0	-$201K	–	Closed
3397	LF LifeSteps Financial Claremont, California	$0	-$101K	–	Closed
3398	LAM Lifestyle Asset Management Friendswood, Texas	$0	-$236K	–	Closed
3399	Lincoln National Corp Radnor, Pennsylvania	$0	-$13.1M	–	Closed
3400	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$1.86M	–	Closed