← 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
4251
NERM
New England Research & Management
Illinois
$0 -$267K 0 – Closed
4252
NCGI
Next Century Growth Investors
Minnesota
$0 -$2.33M 0 – Closed
4253
NIG
NFJ Investment Group
Texas
$0 -$30.8K 0 – Closed
4254
NDBT
North Dallas Bank & Trust
Texas
$0 -$890K 0 – Closed
4255
NC
nVerses Capital
Florida
$0 -$824K 0 – Closed
4256
NA
NWM Advisors
California
$0 -$1.19M 0 – Closed
4257
NZS Capital
NZS Capital
Colorado
$0 -$5.5M 0 – Closed
4258
OPWM
Oakwell Private Wealth Management
Texas
$0 -$421K 0 – Closed
4259
OA
Oasis Advisors
Iowa
$0 -$2.04M 0 – Closed
4260
Oberweis Asset Management
Oberweis Asset Management
Illinois
$0 -$22.6M 0 – Closed
4261
OCM
Octahedron Capital Management
California
$0 -$4.55M 0 – Closed
4262
OLA
Oliver Luxxe Assets
New Jersey
$0 -$5.9M 0 – Closed
4263
OCM
Once Capital Management
New York
$0 -$2.61M 0 – Closed
4264
ODIJL
One Day In July LLC
Vermont
$0 -$207K 0 – Closed
4265
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0 -$132M 0 – Closed
4266
PPA
Pacific Point Advisors
California
$0 -$731K 0 – Closed
4267
PCM
Palestra Capital Management
New York
$0 -$21.8M 0 – Closed
4268
PA
Paralel Advisors
Colorado
$0 -$1.98M 0 – Closed
4269
Parnassus Investments
Parnassus Investments
California
$0 -$364M 0 – Closed
4270
PWC
Pathfinder Wealth Consulting
North Carolina
$0 -$1.08M 0 – Closed
4271
PAMG
Patton Albertson Miller Group
Tennessee
$0 -$289K 0 – Closed
4272
PFM
Patton Fund Management
Texas
$0 -$858K 0 – Closed
4273
PFM
Peak Financial Management
Massachusetts
$0 -$257K 0 – Closed
4274
PCA
Peddock Capital Advisors
Massachusetts
$0 -$217K 0 – Closed
4275
PMAM
Penn Mutual Asset Management
Pennsylvania
$0 -$250K 0 – Closed