← 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
4501
Mill Creek Capital Advisors
Mill Creek Capital Advisors
Pennsylvania
$0 -$513K 0 – Closed
4502
MS
Mizuho Securities
Japan
$0 -$588K 0 – Closed
4503
MLCM
M & L Capital Management
United Kingdom
$0 -$2.61M 0 – Closed
4504
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$0 -$2.55M 0 – Closed
4505
Mubadala Investment Company
Mubadala Investment Company
United Arab Emirates
$0 -$3.54M 0 – Closed
4506
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$0 -$709K 0 – Closed
4507
NED
Nancy E. Dempze
$0 -$1.52M 0 – Closed
4508
NCFG
New Century Financial Group
New Jersey
$0 -$1.4M 0 – Closed
4509
NIP
Nicholas Investment Partners
California
$0 -$573K 0 – Closed
4510
NA
Nordwand Advisors
Pennsylvania
$0 -$268K 0 – Closed
4511
NC
North Capital
Utah
$0 -$204K 0 – Closed
4512
NCM
Northwest Capital Management
Oregon
$0 -$67.4K 0 – Closed
4513
NME
Notis-McConarty Edward
$0 -$2.07M 0 – Closed
4514
OR
Olympiad Research
Connecticut
$0 -$227K 0 – Closed
4515
OIM
Oracle Investment Management
Connecticut
$0 -$5.38M 0 – Closed
4516
OPW
Osprey Private Wealth
New York
$0 -$236K 0 – Closed
4517
OMC
Overbrook Management Corp
New York
$0 -$7.84M 0 – Closed
4518
PPA
Painted Porch Advisors
California
$0 -$46.5K 0 – Closed
4519
PP
Paloma Partners
Connecticut
$0 -$9.89M 0 – Closed
4520
PSFG
Park Square Financial Group
Georgia
$0 -$19.4K 0 – Closed
4521
PL
Parkwood LLC
Ohio
$0 -$11M 0 – Closed
4522
PG
Patten Group
Tennessee
$0 -$241K 0 – Closed
4523
PWA
PCG Wealth Advisors
Kansas
$0 -$256K 0 – Closed
4524
PCM
Perritt Capital Management
Illinois
$0 -$60.1K 0 – Closed
4525
PSCM
Per Stirling Capital Management
Texas
$0 -$440K 0 – Closed
179 180
181
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