← 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
2676	Capital Fund Management (CFM) Paris, France	$0	-$3.98M	0	–	Closed
2677	Caxton Associates (New York) New York	$0	-$925K	0	–	Closed
2678	CC Caxton Corporation Princeton, New Jersey	$0	-$699K	0	–	Closed
2679	CCFP Charles Carroll Financial Partners Kingston, Massachusetts	$0	-$1.19M	0	–	Closed
2680	CCC Chelsea Counsel Company Los Angeles, California	$0	-$211K	0	–	Closed
2681	Choate Investment Advisors Boston, Massachusetts	$0	-$512K	0	–	Closed
2682	Choreo LLC Rockford, Illinois	$0	-$273K	0	–	Closed
2683	CT Coastline Trust Providence, Rhode Island	$0	-$248K	0	–	Closed
2684	CAM Concorde Asset Management Ann Arbor, Michigan	$0	-$353K	0	–	Closed
2685	CRCM Corbett Road Capital Management Mclean, Virginia	$0	-$420K	0	–	Closed
2686	CI Cordant Inc Portland, Oregon	$0	-$12K	0	–	Closed
2687	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$0	$0	1	0%	Maintained
2688	CA Cornerstone Advisory Hunt Valley, Maryland	$0	-$237K	0	–	Closed
2689	CC Corsicana & Co Corsicana, Texas	$0	-$64K	0	–	Closed
2690	CC Corton Capital Carrying Place, Ontario, Canada	$0	-$607K	0	–	Closed
2691	CSA Cottage Street Advisors Marion, Massachusetts	$0	-$220K	0	–	Closed
2692	CCM Crestwood Capital Management New York	$0	-$9.24M	0	–	Closed
2693	CCA Cross Creek Advisors Salt Lake City, Utah	$0	-$85K	0	–	Closed
2694	CP Cumberland Partners Toronto, Ontario, Canada	$0	-$605K	0	–	Closed
2695	CA CV Advisors Aventura, Florida	$0	-$233K	0	–	Closed
2696	DPCM Darlington Partners Capital Management Greenbrae, California	$0	-$137M	0	–	Closed
2697	DAM Diamant Asset Management Ridgefield, Connecticut	$0	-$248K	0	–	Closed
2698	DCM Disciplina Capital Management Nashville, Tennessee	$0	-$26.1K	0	–	Closed
2699	DL DOHJ LLC Seattle, Washington	$0	-$286K	0	–	Closed
2700	Douglas Lane & Associates New York	$0	-$217K	0	–	Closed