← 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
2601	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$0	-$95K	0	–	Closed
2602	CGA Crescent Grove Advisors Lake Forest, Illinois	$0	-$222K	0	–	Closed
2603	CM Crestline Management Fort Worth, Texas	$0	-$2.32M	0	–	Closed
2604	CWM Curi Wealth Management Raleigh, North Carolina	$0	-$214K	0	–	Closed
2605	CJL Cyrus J. Lawrence New York	$0	-$627K	0	–	Closed
2606	Davidson Kempner Capital Management New York	$0	-$21M	0	–	Closed
2607	DA DCF Advisers Greenwich, Connecticut	$0	-$206K	0	–	Closed
2608	DIM Delta Investment Management San Francisco, California	$0	-$370K	0	–	Closed
2609	DAM Draper Asset Management Smithtown, New York	$0	-$326K	0	–	Closed
2610	ES Eagle Strategies New York	$0	-$783K	0	–	Closed
2611	EA Echo45 Advisors Walnut Creek, California	$0	-$226K	0	–	Closed
2612	EFS Econ Financial Services Harrisburg, Pennsylvania	$0	-$307K	0	–	Closed
2613	EVC Eidelman Virant Capital Saint Louis, Missouri	$0	-$226K	0	–	Closed
2614	EAM Eukles Asset Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
2615	FM Family Management New York	$0	-$223K	0	–	Closed
2616	Fayez Sarofim & Co Houston, Texas	$0	-$591K	0	–	Closed
2617	Ferguson Wellman Capital Management Portland, Oregon	$0	-$18.8M	0	–	Closed
2618	FEG Financial Enhancement Group Anderson, Indiana	$0	-$3K	0	–	Closed
2619	First Command Advisory Services Fort Worth, Texas	$0	+$1.02K	1	0%	New
2620	FCT First Community Trust Dubuque, Iowa	$0	-$2K	0	–	Closed
2621	FTCM Fir Tree Capital Management New York	$0	-$11.3M	0	–	Closed
2622	FOA Five Oceans Advisors Santa Monica, California	$0	-$201K	0	–	Closed
2623	FF Ford Foundation New York	$0	-$165K	0	–	Closed
2624	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$0	-$207K	0	–	Closed
2625	FC Franchise Capital Grand Cayman, Cayman Islands	$0	-$1.68M	0	–	Closed