← 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
976
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$0 -$236K 0 – Closed
977
FO
FT Options
Illinois
$0 -$82K 0 – Closed
978
FFW
Fusion Family Wealth
New York
$0 -$3K 0 – Closed
979
GCA
Gideon Capital Advisors
New York
$0 -$723K 0 – Closed
980
GP
GLG Partners
United Kingdom
$0 -$2.05M 0 – Closed
981
HLA
Hamilton Lane Advisors
Pennsylvania
$0 -$510K 0 – Closed
982
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$0 -$7K 0 – Closed
983
HBK Investments
HBK Investments
Texas
$0 -$1.5M 0 – Closed
984
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$0 -$285K 0 – Closed
985
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$0 -$137K 0 – Closed
986
HHMI
Howard Hughes Medical Institute
Maryland
$0 -$341K 0 – Closed
987
IWA
IBEX Wealth Advisors
New Jersey
$0 -$11K 0 – Closed
988
Intact Investment Management
Intact Investment Management
Quebec, Canada
$0 -$623K 0 – Closed
989
IR
Invictus RG
Bermuda
$0 -$325K 0 – Closed
990
JIC
Joel Isaacson & Co
New York
$0 -$29K 0 – Closed
991
KI
Kalmar Investments
Delaware
$0 -$18.3M 0 – Closed
992
KC
Kanha Capital
New York
$0 -$3.91M 0 – Closed
993
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$0 -$4.24K 0 – Closed
994
LOAMU
Lombard Odier Asset Management (USA)
New York
$0 -$3.09M 0 – Closed
995
MG
Meritage Group
California
$0 -$1.22M 0 – Closed
996
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$0 -$562K 0 – Closed
997
Natixis
Natixis
France
$0 -$58.7M 0 – Closed
998
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$0 -$548K 0 – Closed
999
NCCM
Nine Chapters Capital Management
New Jersey
$0 -$712K 0 – Closed
1000
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$0 -$1.59M 0 – Closed