← 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
2576	BI Bulldog Investors Saddle Brook, New Jersey	$0	-$604K	0	–	Closed
2577	CWM C2C Wealth Management Scottsdale, Arizona	$0	-$340K	0	–	Closed
2578	CFA Cahill Financial Advisors Edina, Minnesota	$0	-$828K	0	–	Closed
2579	CA Calton & Associates Tampa, Florida	$0	-$284K	0	–	Closed
2580	CCM Candlestick Capital Management Greenwich, Connecticut	$0	-$81.4M	0	–	Closed
2581	Capital Markets Trading (UK) London, United Kingdom	$0	-$636K	0	–	Closed
2582	Capula Management Grand Cayman, Cayman Islands	$0	-$5.63M	0	–	Closed
2583	CCA Castle Creek Arbitrage Avon, Colorado	$0	-$707K	0	–	Closed
2584	CastleKnight Management New York	$0	-$215K	0	–	Closed
2585	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$0	-$243K	0	–	Closed
2586	CWM Chesapeake Wealth Management Williamsburg, Virginia	$0	-$266K	0	–	Closed
2587	CIM Chiron Investment Management New York	$0	-$18.5M	0	–	Closed
2588	CAN Claraphi Advisory Network Aliso Viejo, United States	$0	-$1.04M	0	–	Closed
2589	CWA Clarity Wealth Advisors San Jose, California	$0	-$209K	0	–	Closed
2590	CCS Concentric Capital Strategies Stamford, Connecticut	$0	-$1.51M	0	–	Closed
2591	CCM Consolidated Capital Management Burbank, California	$0	-$219K	0	–	Closed
2592	CPC Consolidated Planning Corp Atlanta, Georgia	$0	-$1.67M	0	–	Closed
2593	Context Capital Management Lajolla, California	$0	-$3.47M	0	–	Closed
2594	CA Continuum Advisory Eagle, Idaho	$0	-$638K	0	–	Closed
2595	CAM Contour Asset Management New York	$0	-$81M	0	–	Closed
2596	CHA Cooper/Haims Advisors Victor, New York	$0	-$204K	0	–	Closed
2597	CoreCap Advisors Southfield, Michigan	$0	-$295K	0	–	Closed
2598	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$0	$0	1	0%	Maintained
2599	Cornerstone Investment Partners Atlanta, Georgia	$0	-$190K	0	–	Closed
2600	CWG Cornerstone Wealth Group Huntersville, North Carolina	$0	-$2.38M	0	–	Closed