← 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
2001
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0 -$803K 0 – Closed
2002
LCG
Luxor Capital Group
New York
$0 -$2.52M 0 – Closed
2003
MIM
Macroview Investment Management
Maryland
$0 -$2K 0 – Closed
2004
MA
MANA Advisors
New York
$0 -$262K 0 – Closed
2005
MC
Maplelane Capital
New York
$0 -$6.57M 1 0% Reduced
2006
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$0 $0 0 – Closed
2007
Maven Securities
Maven Securities
Jersey
$0 -$371K 0 – Closed
2008
MCM
Maytus Capital Management
New York
$0 -$2.66M 0 – Closed
2009
MWM
MBE Wealth Management
Wisconsin
$0 -$4K 0 – Closed
2010
Merriman Wealth Management
Merriman Wealth Management
Washington
$0 -$7.97M 0 – Closed
2011
MFS
Mirabella Financial Services
United Kingdom
$0 -$1.46M 0 – Closed
2012
MGM
Miura Global Management
New York
$0 -$5.45M 0 – Closed
2013
MAM
Myriad Asset Management
Hong Kong
$0 -$10.8M 0 – Closed
2014
NICM
Neo Ivy Capital Management
New York
$0 -$435K 0 – Closed
2015
NWS
Newport Wealth Strategies
California
$0 -$213K 0 – Closed
2016
NAM
Nexpoint Asset Management
Texas
$0 -$1.58M 0 – Closed
2017
NIP
Nicholas Investment Partners
California
$0 -$2.13M 0 – Closed
2018
NRC
North Run Capital
Massachusetts
$0 -$4.46M 0 – Closed
2019
OIS
Okabena Investment Services
Minnesota
$0 -$1.6M 0 – Closed
2020
OPPTF
OPSEU Pension Plan Trust Fund
Ontario, Canada
$0 -$333K 0 – Closed
2021
PP
PagnatoKarp Partners
Virginia
$0 -$222K 0 – Closed
2022
Palisade Capital Management
Palisade Capital Management
New Jersey
$0 -$630K 0 – Closed
2023
PM
Parametrica Management
Hong Kong
$0 -$678K 0 – Closed
2024
PFM
Patton Fund Management
Texas
$0 -$1.17M 0 – Closed
2025
PIA
Piedmont Investment Advisors
North Carolina
$0 -$22.3M 0 – Closed