← 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
2826
CBFP
Cedar Brook Financial Partners
Ohio
$0 -$229K 0 – Closed
2827
CAM
CenterStar Asset Management
Illinois
$0 -$833K 0 – Closed
2828
CWM
Centric Wealth Management
Illinois
$0 -$206K 0 – Closed
2829
CD
Chapin Davis
Maryland
$0 -$223K 0 – Closed
2830
CWM
Chesapeake Wealth Management
Virginia
$0 -$219K 0 – Closed
2831
Chilton Investment Company
Chilton Investment Company
Connecticut
$0 -$241K 0 – Closed
2832
CCM
Chiron Capital Management
Florida
$0 -$171K 0 – Closed
2833
CC
Cipher Capital
New York
$0 -$3.84M 0 – Closed
2834
CWA
Clearview Wealth Advisors
Oregon
$0 -$17K 0 – Closed
2835
CG
Clifford Group
Massachusetts
$0 -$202K 0 – Closed
2836
CWA
CM Wealth Advisors
Ohio
$0 -$691K 0 – Closed
2837
CWM
Curi Wealth Management
North Carolina
$0 -$268K 0 – Closed
2838
DVI
Deccan Value Investors
Connecticut
$0 -$197M 0 – Closed
2839
DU
Delphia (USA)
Ontario, Canada
$0 -$541K 0 – Closed
2840
DC
Diametric Capital
Massachusetts
$0 -$636K 0 – Closed
2841
DI
Disciplined Investments
Oklahoma
$0 -$12.6K 0 – Closed
2842
EC
Elequin Capital
New York
$0 -$10.8K 0 – Closed
2843
E
Ergoteles
New York
$0 -$2.5M 0 – Closed
2844
FA
Financial Avengers
California
$0 -$3.17K 0 – Closed
2845
FC
Forte Capital
New York
$0 -$261K 0 – Closed
2846
FWM
Forza Wealth Management
Florida
$0 -$202K 0 – Closed
2847
FF
Friedenthal Financial
New Jersey
$0 -$693K 0 – Closed
2848
HT
HAP Trading
New York
$0 -$334K 0 – Closed
2849
HSC
Harbor Spring Capital
New York
$0 -$3.89M 0 – Closed
2850
HVM
Harvest Volatility Management
Connecticut
$0 -$1.2M 0 – Closed