← 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
4176
CWM
CarsonAllaria Wealth Management
Illinois
$0 -$24.4K 0 – Closed
4177
Castle Hook Partners
Castle Hook Partners
New York
$0 -$99K 0 – Closed
4178
CAM
CenterStar Asset Management
Illinois
$0 -$395K 0 – Closed
4179
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$0 -$273K 0 – Closed
4180
CWM
Challenger Wealth Management
California
$0 -$206K 0 – Closed
4181
CAM
Clark Asset Management
New Hampshire
$0 -$213K 0 – Closed
4182
CCP
Clarkston Capital Partners
Michigan
$0 -$656K 0 – Closed
4183
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$0 -$18.2M 0 – Closed
4184
CPA
Compass Planning Associates
Massachusetts
$0 -$5.14K 0 – Closed
4185
CCS
Concentric Capital Strategies
Connecticut
$0 -$4.31M 0 – Closed
4186
CGF
Constant Guidance Financial
Massachusetts
$0 -$224K 0 – Closed
4187
CFS
Coordinated Financial Services
Colorado
$0 -$234K 0 – Closed
4188
CFG
Copley Financial Group
California
$0 -$359K 0 – Closed
4189
CC
Corton Capital
Ontario, Canada
$0 -$669K 0 – Closed
4190
CAS
CTC Alternative Strategies
Illinois
$0 -$7.99M 0 – Closed
4191
CW
Curio Wealth
Maryland
$0 -$52K 0 – Closed
4192
DC
Defender Capital
North Carolina
$0 -$41.8M 0 – Closed
4193
DAM
Deltec Asset Management
New York
$0 -$3.13M 0 – Closed
4194
DL
DOHJ LLC
Washington
$0 -$1.04M 0 – Closed
4195
DF
Donoghue Forlines
Massachusetts
$0 -$2.7M 0 – Closed
4196
DFG
Dupree Financial Group
Kentucky
$0 -$2.71M 0 – Closed
4197
EA
Efficient Advisors
Ohio
$0 -$902K 0 – Closed
4198
EC
Eleva Capital
France
$0 -$1.12M 0 – Closed
4199
EIP
Ellis Investment Partners
Pennsylvania
$0 -$249K 0 – Closed
4200
EWA
EQ Wealth Advisors
Texas
$0 -$2.06K 0 – Closed