← 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
1251	Edgewood Management Greenwich, Connecticut	$0	-$860K	0	–	Closed
1252	FP FDO Partners Cambridge, Massachusetts	$0	-$706K	0	–	Closed
1253	FPS Fieldpoint Private Securities Greenwich, Connecticut	$0	-$20K	0	–	Closed
1254	First Command Advisory Services Fort Worth, Texas	$0	-$5.05K	1	0%	Reduced
1255	Foresters Investment Management New York	$0	-$1.31M	0	–	Closed
1256	FRM Fox Run Management Greenwich, Connecticut	$0	-$1.19M	0	–	Closed
1257	GCC Game Creek Capital Boston, Massachusetts	$0	-$317K	0	–	Closed
1258	GCA Gideon Capital Advisors New York	$0	-$1.79M	0	–	Closed
1259	GCM Glaxis Capital Management Sarasota, Florida	$0	-$1.53M	0	–	Closed
1260	GF Goodman Financial Houston, Texas	$0	-$37K	0	–	Closed
1261	Hennessy Advisors Inc Novato, California	$0	-$623K	0	–	Closed
1262	Heritage Wealth Advisors Richmond, Virginia	$0	-$211K	0	–	Closed
1263	HPWM Highland Private Wealth Management Bellevue, Washington	$0	-$210K	0	–	Closed
1264	HC Hillman Company Pittsburgh, Pennsylvania	$0	-$9.96M	0	–	Closed
1265	Holocene Advisors New York	$0	-$61.4M	0	–	Closed
1266	Homrich & Berg Atlanta, Georgia	$0	-$306K	0	–	Closed
1267	HCM Hoplite Capital Management New York	$0	-$69.6M	0	–	Closed
1268	ING Group Amsterdam, Netherlands	$0	-$3.6M	0	–	Closed
1269	IFWM Institute for Wealth Management Denver, Colorado	$0	-$278K	0	–	Closed
1270	JCM Jafra Capital Management New York	$0	-$8.55M	0	–	Closed
1271	Jericho Capital Asset Management New York	$0	-$36.5M	0	–	Closed
1272	JGC J. Goldman & Co New York	$0	-$4.11M	0	–	Closed
1273	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	-$8K	0	–	Closed
1274	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$204K	0	–	Closed
1275	Lockheed Martin Investment Management Bethesda, Maryland	$0	-$975K	0	–	Closed