← 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
2126
BSAM
Blue Square Asset Management
New York
$0 -$11K 0 – Closed
2127
BBCM
Boardman Bay Capital Management
New York
$0 -$1.69M 0 – Closed
2128
BIM
Bogle Investment Management
Massachusetts
$0 -$2.03M 0 – Closed
2129
CWM
Campbell Wealth Management
Virginia
$0 -$65K 0 – Closed
2130
CI
CAZ Investments
Texas
$0 -$2.04M 0 – Closed
2131
CWM
Centric Wealth Management
Illinois
$0 -$285K 0 – Closed
2132
Coatue Management
Coatue Management
New York
$0 -$22.9M 0 – Closed
2133
CWM
Confluence Wealth Management
Oregon
$0 -$1.07M 0 – Closed
2134
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$18.8M 0 – Closed
2135
Dodge & Cox
Dodge & Cox
California
$0 -$229K 0 – Closed
2136
EWP
Engrave Wealth Partners
Texas
$0 -$67K 0 – Closed
2137
EC
Estate Counselors
Wisconsin
$0 -$57K 0 – Closed
2138
FWM
Filbrandt Wealth Management
Wisconsin
$0 -$1K 0 – Closed
2139
FIB
First Interstate Bank
Montana
$0 -$1.28M 0 – Closed
2140
FWM
FSA Wealth Management
Massachusetts
$0 -$47K 0 – Closed
2141
GA
GFS Advisors
Texas
$0 -$209K 0 – Closed
2142
Graham Capital Management
Graham Capital Management
Connecticut
$0 -$18.7M 0 – Closed
2143
HS
Haafor (Singapore)
Singapore
$0 -$632K 0 – Closed
2144
HJMC
Hellman Jordan Management Company
Massachusetts
$0 -$531K 0 – Closed
2145
HCM
Highline Capital Management
New York
$0 -$5.98M 0 – Closed
2146
HCM
Hodges Capital Management
Texas
$0 -$763K 0 – Closed
2147
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0 -$4.95M 0 – Closed
2148
HSA
Hussman Strategic Advisors
Maryland
$0 -$2.8M 0 – Closed
2149
IWA
IBEX Wealth Advisors
New Jersey
$0 -$2.14M 0 – Closed
2150
IWA
Intercontinental Wealth Advisors
Texas
$0 -$395K 0 – Closed