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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
3401	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$1.86M	–	Closed
3402	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$2.63M	–	Closed
3403	Lone Pine Capital Greenwich, Connecticut	$0	-$723M	–	Closed
3404	LWM LongView Wealth Management Atlanta, Georgia	$0	-$258K	–	Closed
3405	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	-$216K	–	Closed
3406	Madison Asset Management Madison, Wisconsin	$0	-$248K	–	Closed
3407	MFS Madrona Financial Services Everett, Washington	$0	-$236K	–	Closed
3408	MC Maplelane Capital New York	$0	-$49.1M	–	Closed
3409	MC Marest Capital Tarzana, California	$0	-$217K	–	Closed
3410	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$0	-$259K	–	Closed
3411	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$0	-$230K	–	Closed
3412	MLICM Metropolitan Life Insurance Company (MetLife) New York	$0	-$18.1M	–	Closed
3413	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$0	-$230K	–	Closed
3414	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$0	-$10M	–	Closed
3415	MCM Monarch Capital Management Fort Wayne, Indiana	$0	-$206K	–	Closed
3416	Mondrian Investment Partners London, United Kingdom	$0	-$603K	–	Closed
3417	National Philanthropic Trust Jenkintown, Pennsylvania	$0	-$206K	–	Closed
3418	NWMG National Wealth Management Group Cincinnati, Ohio	$0	-$328K	–	Closed
3419	NCM NCM Capital Management Ramsey, New Jersey	$0	-$209K	–	Closed
3420	NCTC New Covenant Trust Company Jeffersonville, Indiana	$0	-$279K	–	Closed
3421	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$724K	–	Closed
3422	NB Northwest Bancshares Warren, Pennsylvania	$0	-$247K	–	Closed
3423	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$117K	–	Closed
3424	OPPS Obsidian Personal Planning Solutions Rockville, Maryland	$0	-$228K	–	Closed
3425	Oribel Capital Management New York	$0	-$56.7M	–	Closed