← 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	% of Portfolio	Status
1001	CM Crestline Management Fort Worth, Texas	$0	-$458K	–	Closed
1002	Crestwood Advisors Group Boston, Massachusetts	$0	-$234K	–	Closed
1003	Discovery Capital Management South Norwalk, Connecticut	$0	-$149M	–	Closed
1004	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$1.01M	–	Closed
1005	FMA FNY Managed Accounts New York	$0	-$16K	–	Closed
1006	FPF FNY Partners Fund New York	$0	-$60.1K	–	Closed
1007	Frontier Capital Management Boston, Massachusetts	$0	-$41.9M	–	Closed
1008	Fuller & Thaler Asset Management San Mateo, California	$0	-$188K	–	Closed
1009	GW & Wade Wellesley, Massachusetts	$0	-$383K	–	Closed
1010	HT HAP Trading New York	$0	-$8.41M	–	Closed
1011	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$7.29M	–	Closed
1012	HAM Honeycomb Asset Management New York	$0	-$17.5M	–	Closed
1013	HRT Financial New York	$0	-$222K	–	Closed
1014	Independent Advisor Alliance Charlotte, North Carolina	$0	-$203K	–	Closed
1015	IAM Integre Asset Management New York	$0	-$410K	–	Closed
1016	ICOA Investment Centers of America Bismarck, North Dakota	$0	-$256K	–	Closed
1017	Jericho Capital Asset Management New York	$0	-$65.2M	–	Closed
1018	KAM Kavi Asset Management New York	$0	-$7.04M	–	Closed
1019	KIG Kessler Investment Group Columbus, Indiana	$0	-$423K	–	Closed
1020	LCS Levin Capital Strategies New York	$0	-$825K	–	Closed
1021	LCM Lucha Capital Management San Francisco, California	$0	-$12.4M	–	Closed
1022	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$1.05M	–	Closed
1023	MAM Meeder Asset Management Dublin, Ohio	$0	-$10K	–	Closed
1024	MBT Monroe Bank & Trust Monroe, Michigan	$0	-$45K	–	Closed
1025	MC Moors & Cabot Boston, Massachusetts	$0	-$545K	–	Closed