← 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
CAM
Contour Asset Management
New York
$0 -$132M 0 – Closed
3327
CI
Cooper Investors
Australia
$0 -$72M 0 – Closed
3328
CI
Cordant Inc
Oregon
$0 -$127K 0 – Closed
3329
CA
Cornerstone Advisory
Maryland
$0 -$256K 0 – Closed
3330
CFM
Coronation Fund Managers
South Africa
$0 -$20.3M 0 – Closed
3331
CA
Corrado Advisors
New Jersey
$0 -$200K 0 – Closed
3332
CMF
Counterpoint Mutual Funds
California
$0 -$228K 0 – Closed
3333
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$0 -$93.9M 0 – Closed
3334
DWG
Darden Wealth Group
Michigan
$0 -$408K 0 – Closed
3335
DWA
Delap Wealth Advisory
Oregon
$0 -$1.31M 0 – Closed
3336
DSCM
Del-Sette Capital Management
New York
$0 -$2.52M 0 – Closed
3337
DA
Denali Advisors
California
$0 -$17K 0 – Closed
3338
DM
Diker Management
New York
$0 -$3.22M 0 – Closed
3339
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$0 -$6.1K 0 – Closed
3340
Donaldson Capital Management
Donaldson Capital Management
Indiana
$0 -$3.8M 0 – Closed
3341
DA
Duality Advisers
Florida
$0 -$9.7M 0 – Closed
3342
DWAM
Duncan Williams Asset Management
Tennessee
$0 -$576K 0 – Closed
3343
EA
Echo45 Advisors
California
$0 -$242K 0 – Closed
3344
EFA
Edge Financial Advisors
Illinois
$0 -$249K 0 – Closed
3345
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0 -$135K 0 – Closed
3346
EPM
Equitec Proprietary Markets
Illinois
$0 -$81.3K 0 – Closed
3347
EFL
ERn Financial LLC
Wisconsin
$0 -$202K 0 – Closed
3348
EFG
Ethos Financial Group
Pennsylvania
$0 -$230K 0 – Closed
3349
EW
Evoke Wealth
California
$0 -$3.39M 0 – Closed
3350
EB
Exchange Bank
California
$0 -$229K 0 – Closed