← 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
3301
Blackstone Inc
Blackstone Inc
New York
$0 -$48.2M 0 – Closed
3302
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$501K 0 – Closed
3303
BAM
BOCHK Asset Management
Hong Kong
$0 -$6.47M 0 – Closed
3304
BBA
Braun-Bostich & Associates
Pennsylvania
$0 -$351K 0 – Closed
3305
BWS
Buck Wealth Strategies
Colorado
$0 -$1.41M 0 – Closed
3306
BHBT
Burke & Herbert Bank & Trust
Virginia
$0 -$266K 0 – Closed
3307
CCM
CAAS Capital Management
New York
$0 -$367K 0 – Closed
3308
CFA
Camarda Financial Advisors
Florida
$0 -$2.21M 0 – Closed
3309
CCM
Candlestick Capital Management
Connecticut
$0 -$95.2M 0 – Closed
3310
CGIM
Cannon Global Investment Management
Florida
$0 -$285K 0 – Closed
3311
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$0 -$3.64M 0 – Closed
3312
CWM
CCG Wealth Management
California
$0 -$220K 0 – Closed
3313
CBFP
Cedar Brook Financial Partners
Ohio
$0 -$670K 0 – Closed
3314
CWA
Centennial Wealth Advisory
Michigan
$0 -$201K 0 – Closed
3315
CG
CFO4Life Group
Texas
$0 -$1.03M 0 – Closed
3316
CW
Channel Wealth
California
$0 -$252K 0 – Closed
3317
CD
Chapin Davis
Maryland
$0 -$1.18M 0 – Closed
3318
CIC
Chase Investment Counsel
Virginia
$0 -$3.11M 0 – Closed
3319
CWM
Cherrydale Wealth Management
New Jersey
$0 -$206K 0 – Closed
3320
CT
ClearAlpha Technologies
Connecticut
$0 -$477K 0 – Closed
3321
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$0 -$1.06M 0 – Closed
3322
CCP
Clough Capital Partners
Massachusetts
$0 -$13.1M 0 – Closed
3323
CWA
CM Wealth Advisors
Ohio
$0 -$750K 0 – Closed
3324
CPC
Consolidated Planning Corp
Georgia
$0 -$11.6M 0 – Closed
3325
CGF
Constant Guidance Financial
Massachusetts
$0 -$332K 0 – Closed