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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
4001	Madison Asset Management Madison, Wisconsin	$0	-$221K	–	Closed
4002	MCM Marathon Capital Management Hunt Valley, Maryland	$0	-$207K	–	Closed
4003	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$3.21M	–	Closed
4004	MTC Matrix Trust Company Denver, Colorado	$0	-$159K	–	Closed
4005	Maven Securities St Helier, Jersey	$0	-$203K	–	Closed
4006	Maverick Capital Dallas, Texas	$0	-$64.6M	–	Closed
4007	MRP Measured Risk Portfolios San Diego, California	$0	-$63.8K	–	Closed
4008	MWP Meridian Wealth Partners Exton, Pennsylvania	$0	-$515K	–	Closed
4009	MIM Merrion Investment Management Cranford, New Jersey	$0	-$212K	–	Closed
4010	MWS MFA Wealth Services Thousand Oaks, California	$0	-$217K	–	Closed
4011	MSRI Michael S. Ryan Inc Latham, New York	$0	-$226K	–	Closed
4012	MCM MidAtlantic Capital Management Richmond, Virginia	$0	-$68.9K	–	Closed
4013	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$0	-$240K	–	Closed
4014	MIRAE ASSET SECURITIES (USA) INC. New York	$0	-$21M	–	Closed
4015	MB Mizuho Bank Tokyo, Japan	$0	-$159K	–	Closed
4016	MWA MN Wealth Advisors Overland Park, Kansas	$0	-$296K	–	Closed
4017	MCM Monarch Capital Management Fort Wayne, Indiana	$0	-$218K	–	Closed
4018	MM Monolith Management Hong Kong	$0	-$14M	–	Closed
4019	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$0	-$223K	–	Closed
4020	MAMU Myriad Asset Management US West Palm Beach, Florida	$0	-$1.83M	–	Closed
4021	NFP Narus Financial Partners Salt Lake City, Utah	$0	-$323K	–	Closed
4022	NIA NBZ Investment Advisors Knoxville, Tennessee	$0	-$207K	–	Closed
4023	NCM NCM Capital Management Ramsey, New Jersey	$0	-$214K	–	Closed
4024	NCM Neumann Capital Management Foster City, California	$0	-$201K	–	Closed
4025	NCM Next Capital Management New York	$0	-$495K	–	Closed