← 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
4426
CW
Code Waechter
Florida
$0 -$209K 0 – Closed
4427
CSIA
Conrad Siegel Investment Advisors
Pennsylvania
$0 -$248K 0 – Closed
4428
CPRC
Consolidated Portfolio Review Corp
New York
$0 -$888K 0 – Closed
4429
CIA
Covington Investment Advisors
Pennsylvania
$0 -$208K 0 – Closed
4430
CGA
Crescent Grove Advisors
Illinois
$0 -$305K 0 – Closed
4431
CWM
Crowley Wealth Management
Delaware
$0 -$196K 0 – Closed
4432
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$17.8M 0 – Closed
4433
DIM
DC Investments Management
Virginia
$0 -$353K 0 – Closed
4434
DGM
Delta Global Management
New York
$0 -$2.4M 0 – Closed
4435
DRD
Dennis R. Delaney
$0 -$1.66M 0 – Closed
4436
DC
Diametric Capital
Massachusetts
$0 -$311K 0 – Closed
4437
Driehaus Capital Management
Driehaus Capital Management
Illinois
$0 -$357K 0 – Closed
4438
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore)
Singapore
$0 -$376K 0 – Closed
4439
EI
EAM Investors
California
$0 -$3.58M 0 – Closed
4440
EFS
Econ Financial Services
Pennsylvania
$0 -$1.82M 0 – Closed
4441
EFA
Edge Financial Advisors
Illinois
$0 -$229K 0 – Closed
4442
E3F
Eight 31 Financial
Texas
$0 -$230K 0 – Closed
4443
EMB
Elefante Mark B
$0 -$1.47M 0 – Closed
4444
EA
Ellsworth Advisors
Ohio
$0 -$219K 0 – Closed
4445
EFG
Elm3 Financial Group
Georgia
$0 -$204K 0 – Closed
4446
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0 -$65.1K 0 – Closed
4447
ETS
ESL Trust Services
New York
$0 -$293 0 – Closed
4448
FA
FDx Advisors
Illinois
$0 -$271K 0 – Closed
4449
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$0 -$152M 0 – Closed
4450
FNBOH
First National Bank of Hutchinson
Kansas
$0 -$665K 0 – Closed