← 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
1876
IIC
Integrated Investment Consultants
Michigan
$0 -$206K 0 – Closed
1877
IWA
Intercontinental Wealth Advisors
Texas
$0 -$11K 0 – Closed
1878
IC
InterOcean Capital
Illinois
$0 -$224K 0 – Closed
1879
IP
Interval Partners
New York
$0 -$18.6M 0 – Closed
1880
JFA
Johanson Financial Advisors
California
$0 -$131K 0 – Closed
1881
JC
Joho Capital
New York
$0 -$18.6M 0 – Closed
1882
JCM
JS Capital Management
New York
$0 -$452K 0 – Closed
1883
JF
JSF Financial
California
$0 -$218K 0 – Closed
1884
KWM
Keebeck Wealth Management
Illinois
$0 -$93K 0 – Closed
1885
LNB
Ledyard National Bank
$0 -$200K 0 – Closed
1886
LF
Lee Financial
Texas
$0 -$155K 0 – Closed
1887
LWPC
Legacy Wealth Partners (California)
California
$0 -$253K 0 – Closed
1888
LG
Leuthold Group
Minnesota
$0 -$3.09M 0 – Closed
1889
LSCM
Light Street Capital Management
California
$0 -$81.8M 0 – Closed
1890
LWM
Lionsbridge Wealth Management
Florida
$0 -$8K 0 – Closed
1891
LMR Partners
LMR Partners
United Kingdom
$0 -$1.61M 0 – Closed
1892
MC
Machina Capital
France
$0 -$457K 0 – Closed
1893
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$0 +$171 1 0% New
1894
Meag Munich Ergo
Meag Munich Ergo
Germany
$0 -$3.03M 0 – Closed
1895
MFG
Menard Financial Group
Texas
$0 -$314K 0 – Closed
1896
MTCM
Mint Tower Capital Management
Netherlands
$0 -$514K 0 – Closed
1897
Moore Capital Management
Moore Capital Management
New York
$0 -$30.2M 0 – Closed
1898
MWP
MYCIO Wealth Partners
Pennsylvania
$0 -$357K 0 – Closed
1899
NCM
New Capital Management
Texas
$0 -$6K 0 – Closed
1900
NM
Nokota Management
New York
$0 -$8.37M 0 – Closed
74 75
76
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