← 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
1226	TCM Tradewinds Capital Management Bellingham, Washington	$2K	$0	1	0%	Maintained
1227	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$1K	$0	1	0%	Maintained
1228	FGAM Financial Gravity Asset Management Lakeway, Texas	$1K	+$1.15K	1	0%	New
1229	FGC Financial Gravity Companies Lakeway, Texas	$1K	+$115	1	0%	Increased
1230	MIM Macroview Investment Management Bethesda, Maryland	$1K	+$1.38K	1	0%	New
1231	OTC Opera Trading Capital Paris, France	$1K	-$5.05K	1	0%	Reduced
1232	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1233	RFM Royal Fund Management Lady Lake, Florida	$1K	$0	1	0%	Maintained
1234	AQR Arbitrage Greenwich, Connecticut	$0	-$6.3M	0	–	Closed
1235	AC Asturias Capital New York	$0	-$21.8M	0	–	Closed
1236	ACM Aviance Capital Management Sarasota, Florida	$0	-$290K	0	–	Closed
1237	BO Bach Option Wanchai, Hong Kong	$0	-$408K	0	–	Closed
1238	Balentine LLC Atlanta, Georgia	$0	-$61K	0	–	Closed
1239	BlueCrest Capital Management St Helier, Jersey	$0	-$489K	0	–	Closed
1240	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$9.66M	0	–	Closed
1241	CL CPWM LLC Seattle, Washington	$0	-$299K	0	–	Closed
1242	CM Crestline Management Fort Worth, Texas	$0	-$2.54M	0	–	Closed
1243	CCM Criterion Capital Management San Francisco, California	$0	-$156M	0	–	Closed
1244	CL CSS LLC Chicago, Illinois	$0	-$646K	0	–	Closed
1245	CWA Asset Management Group Naples, Florida	$0	-$225K	0	–	Closed
1246	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$0	-$23M	0	–	Closed
1247	DCM Delpha Capital Management New York	$0	-$102K	0	–	Closed
1248	Driehaus Capital Management Chicago, Illinois	$0	-$1.07M	0	–	Closed
1249	DRW Securities Chicago, Illinois	$0	-$984K	0	–	Closed
1250	EP Edgestream Partners Princeton, New Jersey	$0	-$554K	0	–	Closed