← 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
3326
BAM
Blueshift Asset Management
New Jersey
$0 -$522K 0 – Closed
3327
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
California
$0 -$1.48M 0 – Closed
3328
BCM
Bourgeon Capital Management
Connecticut
$0 -$85K 0 – Closed
3329
BT
Brandywine Trust
Delaware
$0 -$3.69M 0 – Closed
3330
BAM
Brave Asset Management
New Jersey
$0 -$85.8K 0 – Closed
3331
BCP
BSN Capital Partners
United Kingdom
$0 -$44M 0 – Closed
3332
CCG
Capital CS Group
California
$0 -$540K 0 – Closed
3333
CFM
Capricorn Fund Managers
United Kingdom
$0 -$392K 0 – Closed
3334
CCM
Carlson Capital Management
Minnesota
$0 -$930K 0 – Closed
3335
CastleKnight Management
CastleKnight Management
New York
$0 -$2.53M 0 – Closed
3336
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
$0 -$676K 0 – Closed
3337
CG
Circumference Group
Arkansas
$0 -$745K 0 – Closed
3338
CFG
CKW Financial Group
Hawaii
$0 -$15K 0 – Closed
3339
CEI
Clark Estates Inc
New York
$0 -$201K 0 – Closed
3340
CWM
Concentrum Wealth Management
California
$0 -$203K 0 – Closed
3341
CCA
Cora Capital Advisors
New Jersey
$0 -$213K 0 – Closed
3342
CWP
Curated Wealth Partners
California
$0 -$327K 0 – Closed
3343
CWM
Curi Wealth Management
North Carolina
$0 -$212K 0 – Closed
3344
DAM
Deepwater Asset Management
Minnesota
$0 -$313K 0 – Closed
3345
DEM
Disciplined Equity Management
Florida
$0 -$51.6K 0 – Closed
3346
DAC
Dividend Assets Capital
South Carolina
$0 -$26K 0 – Closed
3347
EAM
Empirical Asset Management
Massachusetts
$0 -$1.15M 0 – Closed
3348
FCM
Fairbanks Capital Management
California
$0 -$395K 0 – Closed
3349
Fenimore Asset Management
Fenimore Asset Management
New York
$0 -$2.18M 0 – Closed
3350
FNWM
Financial Network Wealth Management
Utah
$0 -$214K 0 – Closed