← 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
1651
MCM
Maytus Capital Management
New York
$0 -$6.33M 0 – Closed
1652
MCF Advisors
MCF Advisors
Kentucky
$0 -$13K 0 – Closed
1653
MHS
M Holdings Securities
Oregon
$0 -$231K 0 – Closed
1654
MAM
Morse Asset Management
Connecticut
$0 -$2.17M 0 – Closed
1655
MFW
Mosaic Family Wealth
Missouri
$0 -$23K 0 – Closed
1656
NICM
Neo Ivy Capital Management
New York
$0 -$1.11M 0 – Closed
1657
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$0 -$500K 0 – Closed
1658
NWM
Northwest Wealth Management
Iowa
$0 -$36K 0 – Closed
1659
Old Mission Capital
Old Mission Capital
Illinois
$0 -$301K 0 – Closed
1660
OFW
Omnia Family Wealth
Florida
$0 -$10K 0 – Closed
1661
OWA
One Wealth Advisors
California
$0 -$1K 0 – Closed
1662
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$0 +$313 1 0% New
1663
PGWM
Parisi Gray Wealth Management
New Jersey
$0 -$46K 0 – Closed
1664
PRC
Pearl River Capital
Michigan
$0 -$250K 0 – Closed
1665
PCA
Peddock Capital Advisors
Massachusetts
$0 -$190K 0 – Closed
1666
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$0 -$1.03M 0 – Closed
1667
PCR
Potrero Capital Research
California
$0 -$4.02M 0 – Closed
1668
PCM
Prelude Capital Management
New York
$0 -$1.07M 0 – Closed
1669
PGAM
Princeton Global Asset Management
New Jersey
$0 -$3K 0 – Closed
1670
PWM
PRW Wealth Management
Massachusetts
$0 -$33K 0 – Closed
1671
QIM
Quantitative Investment Management
Virginia
$0 -$3.66M 0 – Closed
1672
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0 -$3.29M 0 – Closed
1673
RWM
Raffa Wealth Management
District of Columbia
$0 -$15.1K 0 – Closed
1674
RC
Raine Capital
New York
$0 -$1.23M 0 – Closed
1675
RIL
Rothschild Investment LLC
Illinois
$0 -$1.65M 0 – Closed