← 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
3151
Blackstone Inc
Blackstone Inc
New York
$0 -$11.2M 0 – Closed
3152
BCM
Bluefin Capital Management
New York
$0 -$824K 0 – Closed
3153
Bowie Capital Management
Bowie Capital Management
Texas
$0 -$7.83M 0 – Closed
3154
BFP
Briaud Financial Planning
Texas
$0 -$3K 0 – Closed
3155
BWS
Buck Wealth Strategies
Colorado
$0 -$78.8K 0 – Closed
3156
BOC
Bull Oak Capital
California
$0 -$10.7K 0 – Closed
3157
CCM
CAAS Capital Management
New York
$0 -$819K 0 – Closed
3158
Cannell & Spears
Cannell & Spears
New York
$0 -$292K 0 – Closed
3159
CC
Carlson Capital
Texas
$0 -$2.68M 0 – Closed
3160
CAM
Centre Asset Management
New York
$0 -$2.33M 0 – Closed
3161
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$0 -$118K 0 – Closed
3162
Clear Street
Clear Street
New York
$0 -$2.58M 0 – Closed
3163
CBT
CoreFirst Bank & Trust
Kansas
$0 -$101K 0 – Closed
3164
CC
Corton Capital
Ontario, Canada
$0 -$252K 0 – Closed
3165
CA
Crewe Advisors
Utah
$0 -$27.1K 0 – Closed
3166
D1 Capital Partners
D1 Capital Partners
New York
$0 -$39.5M 0 – Closed
3167
DFCM
Dark Forest Capital Management
Puerto Rico
$0 -$1.12M 0 – Closed
3168
Destination Wealth Management
Destination Wealth Management
California
$0 -$356K 0 – Closed
3169
DAM
Draper Asset Management
New York
$0 -$16 0 – Closed
3170
EARNEST Partners
EARNEST Partners
Georgia
$0 -$1.72M 0 – Closed
3171
ESCM
Echo Street Capital Management
New York
$0 -$5.66M 0 – Closed
3172
EW
Evoke Wealth
California
$0 -$1.78M 0 – Closed
3173
FSWA
Financial Synergies Wealth Advisors
Texas
$0 -$3.5K 0 – Closed
3174
FCM
Firsthand Capital Management
California
$0 -$1.6M 0 – Closed
3175
FAM
Flaharty Asset Management
Florida
$0 -$24.4K 0 – Closed