← 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
851
IR
Invictus RG
Bermuda
$1K -$91.9K 1 0% Reduced
852
MFW
Mosaic Family Wealth
Missouri
$1K +$689 1 0% Increased
853
TCM
Tradewinds Capital Management
Washington
$1K +$1.03K 1 0% New
854
AIA
Allegis Investment Advisors
Idaho
$0 -$83K 0 – Closed
855
APC
Alta Park Capital
California
$0 -$3.29M 0 – Closed
856
ACM
Andor Capital Management
New York
$0 -$23.5M 0 – Closed
857
AC
Apertura Capital
Texas
$0 -$5.88M 0 – Closed
858
ACS
Archford Capital Strategies
Illinois
$0 -$53K 0 – Closed
859
AAM
Ardevora Asset Management
United Kingdom
$0 -$39.2M 0 – Closed
860
AAP
Ardsley Advisory Partners
Connecticut
$0 -$431K 0 – Closed
861
AFP
Ausdal Financial Partners
Iowa
$0 -$8K 0 – Closed
862
Bailard
Bailard
California
$0 -$379K 0 – Closed
863
BCM
Barometer Capital Management
Ontario, Canada
$0 -$1.5M 0 – Closed
864
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$0 $0 0 – Closed
865
BCM
Beck Capital Management
Texas
$0 -$216K 0 – Closed
866
BA
BKS Advisors
Michigan
$0 -$2.82M 0 – Closed
867
BBCM
Boardman Bay Capital Management
New York
$0 -$4.86M 0 – Closed
868
Boothbay Fund Management
Boothbay Fund Management
New York
$0 -$631K 0 – Closed
869
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$0 -$417K 0 – Closed
870
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$0 -$3.81M 0 – Closed
871
CIBC World Markets
CIBC World Markets
New York
$0 -$62M 0 – Closed
872
Colony Group
Colony Group
Massachusetts
$0 -$301K 0 – Closed
873
CPA
Columbia Pacific Advisors
Washington
$0 -$235K 0 – Closed
874
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0 -$1.86M 0 – Closed
875
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$18.9M 0 – Closed