← 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
4201
KC
Kepler Cheuvreux
$0 -$3.17M 0 – Closed
4202
KPWG
KFA Private Wealth Group
Virginia
$0 -$251K 0 – Closed
4203
KOC
Koss-Olinger Consulting
Florida
$0 -$1.78M 0 – Closed
4204
KM
KP Management
Minnesota
$0 -$1.61M 0 – Closed
4205
KCM
Kultura Capital Management
Utah
$0 -$3.61M 0 – Closed
4206
KW
KWB Wealth
California
$0 -$414K 0 – Closed
4207
LCI
L1 Capital International
Australia
$0 -$48.2M 0 – Closed
4208
LJHT
Laurie J. Hall Trustee
$0 -$2.61M 0 – Closed
4209
LP
LB Partners
Virginia
$0 -$627K 0 – Closed
4210
LBWM
Left Brain Wealth Management
Illinois
$0 -$8.77M 0 – Closed
4211
LEA
Legacy Edge Advisors
New York
$0 -$253K 0 – Closed
4212
LWMI
Legacy Wealth Management (Idaho)
Idaho
$0 -$73.4K 0 – Closed
4213
LWA
LifeGoal Wealth Advisors
New York
$0 -$243K 0 – Closed
4214
LIA
LifePlan Investment Advisors
North Carolina
$0 -$208K 0 – Closed
4215
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$0 -$1.26M 0 – Closed
4216
LMC
Lightspeed Management Company
California
$0 -$160M 0 – Closed
4217
LWA
Lineweaver Wealth Advisors
Ohio
$0 -$2.23M 0 – Closed
4218
Lingotto Investment Management
Lingotto Investment Management
United Kingdom
$0 -$40.8M 0 – Closed
4219
LOAMU
Lombard Odier Asset Management (USA)
New York
$0 -$508K 0 – Closed
4220
LAMC
Longview Asset Management (California)
California
$0 -$98.8K 0 – Closed
4221
LIA
LS Investment Advisors
Michigan
$0 -$331K 0 – Closed
4222
LGG
Luts & Greenleigh Group
Maryland
$0 -$234K 0 – Closed
4223
LCM
LVM Capital Management
Michigan
$0 -$2.45M 0 – Closed
4224
LA
Lynch & Associates
Indiana
$0 -$210K 0 – Closed
4225
MWM
Madrid Wealth Management
New Mexico
$0 -$538K 0 – Closed