← 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
2626	Cowen and Company New York	$0	-$30K	0	–	Closed
2627	CSI Cross Staff Investments Pittsford, New York	$0	-$331K	0	–	Closed
2628	CA Crumly & Associates Springfield, Illinois	$0	-$368K	0	–	Closed
2629	Csenge Advisory Group Clearwater, Florida	$0	-$252K	0	–	Closed
2630	CCM CTC Capital Management Chicago, Illinois	$0	-$285K	0	–	Closed
2631	CWP Curated Wealth Partners El Segundo, California	$0	-$251K	0	–	Closed
2632	CAM Cypress Asset Management Houston, Texas	$0	-$953K	0	–	Closed
2633	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$0	-$395K	0	–	Closed
2634	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$0	-$12K	0	–	Closed
2635	DP DDD Partners Bellevue, Washington	$0	-$299K	0	–	Closed
2636	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$0	-$201K	0	–	Closed
2637	DRW Securities Chicago, Illinois	$0	-$1.47M	0	–	Closed
2638	DA DSC Advisors Chicago, Illinois	$0	-$938K	0	–	Closed
2639	Eagle Global Advisors Houston, Texas	$0	-$7.05M	0	–	Closed
2640	Element Capital Management New York	$0	-$5.01M	0	–	Closed
2641	EIP Ellis Investment Partners Berwyn, Pennsylvania	$0	-$12K	0	–	Closed
2642	EC Estate Counselors Thiensville, Wisconsin	$0	-$44K	0	–	Closed
2643	EAM Eukles Asset Management Cincinnati, Ohio	$0	$0	1	0%	Maintained
2644	ETH Exos TFP Holdings New York	$0	-$35K	0	–	Closed
2645	FSWA Financial Synergies Wealth Advisors Houston, Texas	$0	-$3K	0	–	Closed
2646	First Command Advisory Services Fort Worth, Texas	$0	+$1.31K	1	0%	Increased
2647	First Pacific Advisors El Segundo, California	$0	-$35K	0	–	Closed
2648	FSCM First Sabrepoint Capital Management Dallas, Texas	$0	-$7.19M	0	–	Closed
2649	FTCM First Trust Capital Management Chicago, Illinois	$0	-$1.63M	0	–	Closed
2650	FFG Ford Financial Group Fresno, California	$0	-$215K	0	–	Closed