IA agéntica
La IA agéntica abarca sistemas que realizan acciones de varios pasos en nombre de un usuario, en lugar de responder una pregunta a la vez. Darle al software la capacidad de actuar genera una nueva demanda de orquestación, acceso a herramientas y auditoría.
13 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1951 |
IIA
IPG Investment Advisors
San Diego,
California
| USD 2.05 M | -USD 2.21 M | 1 | 0.3% | Reducidas |
|
| 1952 |
Dillon & Associates
Jackson,
Michigan
| USD 2.05 M | -USD 3.51 M | 2 | 0.25% | Reducidas |
|
| 1953 |
CPC
CFC Planning Company
Cicero,
Indiana
| USD 2.05 M | -USD 115 k | 1 | 1.2% | Reducidas |
|
| 1954 |
MCM
Monarch Capital Management
Fort Wayne,
Indiana
| USD 2.04 M | +USD 409 k | 1 | 0.47% | Aumentadas |
|
| 1955 |
VIM
VELA Investment Management
New Albany,
Ohio
| USD 2.04 M | -USD 369 k | 3 | 0.44% | Reducidas |
|
| 1956 |
UWS
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 2.04 M | -USD 315 k | 3 | 0.74% | Reducidas |
|
| 1957 |
CP
Canopy Partners
Cincinnati,
Ohio
| USD 2.03 M | -USD 402 k | 3 | 0.61% | Reducidas |
|
| 1958 |
WBH Advisory
Baltimore,
Maryland
| USD 2.03 M | +USD 641 | 3 | 0.14% | Aumentadas |
|
| 1959 |
Jensen Investment Management
Lake Oswego,
Oregon
| USD 2.03 M | -USD 635 k | 1 | 0.05% | Reducidas |
|
| 1960 |
Continuum Advisory
Eagle,
Idaho
| USD 2.02 M | -USD 524 k | 5 | 0.16% | Reducidas |
|
| 1961 |
Mizuho Markets Americas
New York
| USD 2.02 M | +USD 1.72 M | 2 | 0.03% | Aumentadas |
|
| 1962 |
AA
Alta Advisers
London,
United Kingdom
| USD 2.02 M | USD 0 | 3 | 0.46% | Mantenido |
|
| 1963 |
ZIG
Zullo Investment Group
Scranton,
Pennsylvania
| USD 2.02 M | +USD 100 k | 3 | 0.69% | Aumentadas |
|
| 1964 |
TC
Triata Capital
Hong Kong
| USD 2.02 M | USD 0 | 1 | 0.34% | Mantenido |
|
| 1965 |
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| USD 2.01 M | +USD 46 k | 2 | 0.29% | Aumentadas |
|
| 1966 |
Strategic Blueprint
Atlanta,
Georgia
| USD 2.01 M | -USD 735 k | 2 | 0.1% | Reducidas |
|
| 1967 |
Stenger Family Office
Naperville,
Illinois
| USD 2.01 M | +USD 97.4 k | 2 | 0.32% | Aumentadas |
|
| 1968 |
Claro Advisors
Boston,
Massachusetts
| USD 2.01 M | -USD 83 k | 3 | 0.21% | Reducidas |
|
| 1969 |
Dearborn Partners
Chicago,
Illinois
| USD 2 M | +USD 223 k | 3 | 0.11% | Aumentadas |
|
| 1970 |
SP
SmartHarvest Portfolios
Poulsbo,
Washington
| USD 2 M | -USD 297 k | 5 | 0.65% | Reducidas |
|
| 1971 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
| USD 1.99 M | +USD 1.98 M | 1 | 0.49% | Nuevas |
|
| 1972 |
PCMU
Paragon Capital Management (Utah)
Provo,
Utah
| USD 1.98 M | +USD 1.04 M | 2 | 1.47% | Aumentadas |
|
| 1973 |
CCP
Cunning Capital Partners
Morrisville,
North Carolina
| USD 1.98 M | USD 0 | 1 | 0.8% | Mantenido |
|
| 1974 |
OneAscent Financial Services
Birmingham,
Alabama
| USD 1.98 M | +USD 5.02 k | 4 | 0.09% | Aumentadas |
|
| 1975 |
Advisors Preferred
Rockville,
Maryland
| USD 1.98 M | USD 0 | 1 | 0.31% | Mantenido |
|