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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
1901	OI Oakbrook Investments Lisle, Illinois	$0	-$1.61M	–	Closed
1902	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$17.2M	–	Closed
1903	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$119M	–	Closed
1904	PCM Palestra Capital Management New York	$0	-$153M	–	Closed
1905	PP PDT Partners New York	$0	-$9.68M	–	Closed
1906	PRC Pearl River Capital Niles, Michigan	$0	-$558K	–	Closed
1907	PCA Peddock Capital Advisors Braintree, Massachusetts	$0	-$195K	–	Closed
1908	PAA Peregrine Asset Advisers Portland, Oregon	$0	-$325K	–	Closed
1909	PWP Personal Wealth Partners Bloomington, Minnesota	$0	-$32K	–	Closed
1910	PHS PFM Health Sciences San Francisco, California	$0	-$10.3M	–	Closed
1911	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$533K	–	Closed
1912	PCM Pinz Capital Management New York	$0	-$3.32M	–	Closed
1913	Plancorp LLC Saint Louis, Missouri	$0	-$227K	–	Closed
1914	PointState Capital New York	$0	-$60.9M	–	Closed
1915	PV Private Vista Chicago, Illinois	$0	-$212K	–	Closed
1916	PCA Providence Capital Advisors Charlotte, North Carolina	$0	-$46K	–	Closed
1917	PA PSI Advisors Tampa, Florida	$0	-$391K	–	Closed
1918	QT Quantamental Technologies White Plains, New York	$0	-$558K	–	Closed
1919	RIA Realta Investment Advisors Wilmington, Delaware	$0	-$186K	–	Closed
1920	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$2.3M	–	Closed
1921	RMC Regis Management Company Menlo Park, California	$0	-$204K	–	Closed
1922	RIS Retirement Income Solutions Ann Arbor, Michigan	$0	-$216K	–	Closed
1923	SIC Samalin Investment Counsel Chappaqua, New York	$0	-$162K	–	Closed
1924	SFG Sather Financial Group Victoria, Texas	$0	-$204K	–	Closed
1925	SHWM Silicon Hills Wealth Management Austin, Texas	$0	-$101	–	Closed