← 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
1026	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$378K	0	–	Closed
1027	IFWM Institute for Wealth Management Denver, Colorado	$0	-$528K	0	–	Closed
1028	IP Isthmus Partners Madison, Wisconsin	$0	-$15K	0	–	Closed
1029	LP LGL Partners Philadelphia, Pennsylvania	$0	-$454K	0	–	Closed
1030	Lido Advisors Los Angeles, California	$0	-$295K	0	–	Closed
1031	LYV Live Your Vision West Conshohocken, Pennsylvania	$0	-$18.4K	0	–	Closed
1032	Loomis, Sayles & Company Boston, Massachusetts	$0	-$19K	0	–	Closed
1033	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$0	-$86.6M	0	–	Closed
1034	MCF Advisors Covington, Kentucky	$0	-$6K	0	–	Closed
1035	MC Menta Capital San Francisco, California	$0	-$498K	0	–	Closed
1036	MC Miles Capital West Des Moines, Iowa	$0	-$475K	0	–	Closed
1037	OI Oakbrook Investments Lisle, Illinois	$0	-$2.34M	0	–	Closed
1038	Oribel Capital Management New York	$0	-$3.84M	0	–	Closed
1039	Parallax Volatility Advisers San Francisco, California	$0	-$338K	0	–	Closed
1040	PL Parkwood LLC Cleveland, Ohio	$0	-$2.85M	0	–	Closed
1041	PEAK6 Group Chicago, Illinois	$0	-$11.4M	0	–	Closed
1042	Peconic Partners New York	$0	-$1.73M	0	–	Closed
1043	People's United Financial Bridgeport, Connecticut	$0	-$127K	0	–	Closed
1044	Perpetual Ltd Sydney, New South Wales, Australia	$0	-$4.97M	0	–	Closed
1045	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$0	-$8K	0	–	Closed
1046	QAM QCI Asset Management Pittsford, New York	$0	-$13K	0	–	Closed
1047	RA Rational Advisors Huntington, New York	$0	-$488K	0	–	Closed
1048	RFM Royal Fund Management Lady Lake, Florida	$0	-$2.48K	1	0%	Reduced
1049	Royce & Associates New York	$0	-$1.17M	0	–	Closed
1050	SCM Sandler Capital Management New York	$0	-$6.49M	0	–	Closed