← 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
2801
CRC
Catawba River Capital
South Carolina
$0 -$3.62M 0 – Closed
2802
CLCM
Center Lake Capital Management
Florida
$0 -$32.5M 0 – Closed
2803
CAM
Claret Asset Management
Quebec, Canada
$0 -$435K 0 – Closed
2804
Clear Street
Clear Street
New York
$0 -$50.8M 0 – Closed
2805
CFO
Collective Family Office
Pennsylvania
$0 -$231K 0 – Closed
2806
CA
Continuum Advisory
Idaho
$0 -$220K 0 – Closed
2807
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$11M 0 – Closed
2808
CWM
Cordatus Wealth Management
Pennsylvania
$0 -$4.38M 0 – Closed
2809
CWAF
Core Wealth Advisors (Florida)
Florida
$0 -$9.94K 1 0% Reduced
2810
CF
Corrigan Financial
Rhode Island
$0 -$229K 0 – Closed
2811
CG
Corundum Group
Colorado
$0 -$580K 0 – Closed
2812
Corvex Management
Corvex Management
New York
$0 -$66.8M 0 – Closed
2813
Cowen and Company
Cowen and Company
New York
$0 -$2.9M 0 – Closed
2814
CFS
CRA Financial Services
New Jersey
$0 -$230K 0 – Closed
2815
CAM
Crestone Asset Management
Colorado
$0 -$463K 0 – Closed
2816
CH
CVI Holdings
Delaware
$0 -$3.94M 0 – Closed
2817
DWMG
DB Wealth Management Group
California
$0 -$2K 0 – Closed
2818
DA
DCM Advisors
New York
$0 -$2.37M 0 – Closed
2819
DSCM
Del-Sette Capital Management
New York
$0 -$412K 0 – Closed
2820
DAM
Delta Asset Management
Tennessee
$0 -$137K 0 – Closed
2821
DCM
DG Capital Management
New York
$0 -$398K 0 – Closed
2822
DTA
Disruptive Technology Advisers
Texas
$0 -$6.25M 0 – Closed
2823
DI
DUMAC Inc
North Carolina
$0 -$704K 0 – Closed
2824
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$0 -$151M 0 – Closed
2825
EC
Elequin Capital
New York
$0 -$2K 0 – Closed