← 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
4076
CWM
Centurion Wealth Management
Virginia
$0 -$550K 0 – Closed
4077
CRB
Chad R. Baker
$0 -$269K 0 – Closed
4078
Channing Capital Management
Channing Capital Management
Illinois
$0 -$12.3M 0 – Closed
4079
CIM
Chapman Investment Management
California
$0 -$924K 0 – Closed
4080
CCT
Chemung Canal Trust
New York
$0 -$251K 0 – Closed
4081
CWM
Cherrydale Wealth Management
New Jersey
$0 -$252K 0 – Closed
4082
CL
CIM LLC
New York
$0 -$2.49M 0 – Closed
4083
CP
Clarendon Private
Massachusetts
$0 -$351K 0 – Closed
4084
CWMP
Clarion Wealth Managment Partners
Virginia
$0 -$297K 0 – Closed
4085
CFG
Clayton Financial Group
Missouri
$0 -$30.1K 0 – Closed
4086
CWWM
Clear Wave Wealth Management
New Jersey
$0 -$757K 0 – Closed
4087
CG
Clifford Group
Massachusetts
$0 -$201K 0 – Closed
4088
CAM
Clio Asset Management
Virginia
$0 -$5.51M 0 – Closed
4089
Close Asset Management
Close Asset Management
United Kingdom
$0 -$1.01M 0 – Closed
4090
CCG
Cloverfields Capital Group
Minnesota
$0 -$1.25M 0 – Closed
4091
CAM
Cobblestone Asset Management
Virginia
$0 -$282K 0 – Closed
4092
CW
Code Waechter
Florida
$0 -$209K 0 – Closed
4093
CCA
Coign Capital Advisors
Utah
$0 -$1.2M 0 – Closed
4094
CFA
Collaborative Fund Advisors
Nevada
$0 -$3.55M 0 – Closed
4095
CCM
Condor Capital Management
New Jersey
$0 -$2.9M 0 – Closed
4096
CCMG
Connecticut Capital Management Group
Connecticut
$0 -$254K 0 – Closed
4097
CCM
Conway Capital Management
California
$0 -$333K 0 – Closed
4098
Corvex Management
Corvex Management
New York
$0 -$2.71M 0 – Closed
4099
Covea Finance
Covea Finance
France
$0 -$20.2M 0 – Closed
4100
CFC
Coyle Financial Counsel
Illinois
$0 -$233K 0 – Closed
162 163
164
165 166