← 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
4101
Crake Asset Management
Crake Asset Management
United Kingdom
$0 -$31.8M 0 – Closed
4102
CCI
Credit Capital Investments
New Jersey
$0 -$285K 0 – Closed
4103
CAM
Cypress Asset Management
Texas
$0 -$215K 0 – Closed
4104
CFP
Cypress Financial Planning
New Jersey
$0 -$206K 0 – Closed
4105
DI
DAGCO Inc
Ohio
$0 -$208K 0 – Closed
4106
DC
Dahring Cusmano
Michigan
$0 -$225K 0 – Closed
4107
DCU
Dara Capital US
Florida
$0 -$1.94M 0 – Closed
4108
DM
Diker Management
New York
$0 -$523K 0 – Closed
4109
DAM
Directional Asset Management
Illinois
$0 -$513K 0 – Closed
4110
DWA
Dorsey Wright & Associates
California
$0 -$18.6M 0 – Closed
4111
DCA
DSG Capital Advisors
Minnesota
$0 -$1.3M 0 – Closed
4112
DWAM
Duncan Williams Asset Management
Tennessee
$0 -$871K 0 – Closed
4113
DCM
Dupont Capital Management
Delaware
$0 -$2.74M 0 – Closed
4114
EIA
Eastover Investment Advisors
North Carolina
$0 -$4.56M 0 – Closed
4115
EFH
Eaton Financial Holdings
Florida
$0 -$2.9M 0 – Closed
4116
EFS
Econ Financial Services
Pennsylvania
$0 -$1.55M 0 – Closed
4117
EPI
Eddie Patel Inc
Illinois
$0 -$521K 0 – Closed
4118
EAP
Elevation Advisory Partners
Florida
$0 -$394K 0 – Closed
4119
EFMC
Empire Financial Management Company
New York
$0 -$4.45M 0 – Closed
4120
EMAM
Encompass More Asset Management
California
$0 -$1.61M 0 – Closed
4121
EFL
ERn Financial LLC
Wisconsin
$0 -$214K 0 – Closed
4122
EPG
Estate Planners Group
Pennsylvania
$0 -$228K 0 – Closed
4123
EA
Evergreen Advisors
Tennessee
$0 -$117K 0 – Closed
4124
EW
Evoke Wealth
California
$0 -$5.75M 0 – Closed
4125
EA
Evolution Advisers
Virginia
$0 -$7.09K 3 0% Reduced