← 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	% of Portfolio	Status
4101	CGA Compound Global Advisors Mercer Island, Washington	$0	-$295K	–	Closed
4102	CCM Connective Capital Management Palo Alto, California	$0	-$2.14M	–	Closed
4103	CPC Consolidated Planning Corp Atlanta, Georgia	$0	-$203K	–	Closed
4104	CI Cordant Inc Portland, Oregon	$0	-$8K	–	Closed
4105	CF Corebridge Financial Houston, Texas	$0	-$176M	–	Closed
4106	CCM Crew Capital Management Cincinnati, Ohio	$0	-$874K	–	Closed
4107	CCB Cutter & Co Brokerage Ballwin, Missouri	$0	-$1.91M	–	Closed
4108	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$0	-$270K	–	Closed
4109	DAM Doheny Asset Management Los Angeles, California	$0	-$1.78M	–	Closed
4110	DA Drake & Associates Waukesha, Wisconsin	$0	-$418K	–	Closed
4111	EI EAM Investors Solana Beach, California	$0	-$5.45M	–	Closed
4112	EFI EHP Funds Inc Toronto, Canada	$0	-$859K	–	Closed
4113	Element Capital Management New York	$0	-$2.61M	–	Closed
4114	FA Financial Avengers Oakland, California	$0	-$21.1K	–	Closed
4115	FCI Financial Counselors Inc Overland Park, Kansas	$0	-$65.6M	–	Closed
4116	FSWA Financial Synergies Wealth Advisors Houston, Texas	$0	-$367K	–	Closed
4117	FF Friedenthal Financial Marlton, New Jersey	$0	-$968K	–	Closed
4118	FWA FSC Wealth Advisors Fishkill, New York	$0	-$93.4K	–	Closed
4119	GCP Garda Capital Partners Wayzata, Minnesota	$0	-$1.43M	–	Closed
4120	GEM Global Endowment Management Charlotte, North Carolina	$0	-$217K	–	Closed
4121	GRR Golden Reserve Retirement Dublin, Ohio	$0	-$299K	–	Closed
4122	GPWM Grant Private Wealth Management Pleasanton, California	$0	-$4.46M	–	Closed
4123	GWM Graybill Wealth Management Elmhurst, Illinois	$0	-$152K	–	Closed
4124	GP Greenline Partners New York	$0	-$4.29K	–	Closed
4125	HCP Hamilton Capital Partners Atlanta, Georgia	$0	-$7.83M	–	Closed