← 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
1626	FHC First Heartland Consultants Lake St. Louis, Missouri	$0	-$228K	–	Closed
1627	Forvis Mazars Wealth Advisors Springfield, Missouri	$0	-$222K	–	Closed
1628	FFG Frisch Financial Group Melville, New York	$0	-$247K	–	Closed
1629	GCA Genesee Capital Advisors Auburn, New York	$0	-$2M	–	Closed
1630	GIM Goelzer Investment Management Carmel, Indiana	$0	-$1.43M	–	Closed
1631	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$0	-$325K	–	Closed
1632	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$7.93M	–	Closed
1633	Hudson Bay Capital Management Stamford, Connecticut	$0	-$11.5M	–	Closed
1634	IWP Icon Wealth Partners Houston, Texas	$0	-$172K	–	Closed
1635	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$0	-$203K	–	Closed
1636	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$237K	–	Closed
1637	JM Jeneq Management New York	$0	-$3.08M	–	Closed
1638	Jericho Capital Asset Management New York	$0	-$134M	–	Closed
1639	JGC J. Goldman & Co New York	$0	-$5.99M	–	Closed
1640	Jupiter Asset Management London, United Kingdom	$0	-$616K	–	Closed
1641	KC KCL Capital New York	$0	-$7.13M	–	Closed
1642	KIA Kopp Investment Advisors Bloomington, Minnesota	$0	-$273K	–	Closed
1643	KPW Kore Private Wealth New York	$0	-$190K	–	Closed
1644	KL KWMG LLC Overland Park, Kansas	$0	-$5K	–	Closed
1645	LFA Legacy Financial Advisors Covington, Kentucky	$0	-$25K	–	Closed
1646	LGP Leonard Green & Partners Los Angeles, California	$0	-$3.7M	–	Closed
1647	LGWM Litman Gregory Wealth Management Larkspur, California	$0	-$9K	–	Closed
1648	MSA Marino Stram & Associates Braintree, Massachusetts	$0	-$27K	–	Closed
1649	MAM Marquette Asset Management Minneapolis, Minnesota	$0	-$9K	–	Closed
1650	Marshall Wace Asia Central, Hong Kong	$0	-$5.01M	–	Closed