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 | |
|---|---|---|---|---|---|---|---|
| 2001 |
DO
denkapparat Operations
Berlin,
Germany
| USD 1.92 M | +USD 970 k | 3 | 0.63% | Aumentadas |
|
| 2002 |
IPAM
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 1.92 M | +USD 654 k | 2 | 1.07% | Aumentadas |
|
| 2003 |
WAM
Wakefield Asset Management
Englewood,
Colorado
| USD 1.92 M | +USD 17.3 k | 3 | 0.43% | Aumentadas |
|
| 2004 |
KA
Kercheville Advisors
San Antonio,
Texas
| USD 1.91 M | -USD 1.15 M | 1 | 0.58% | Reducidas |
|
| 2005 |
CCM
Crew Capital Management
Cincinnati,
Ohio
| USD 1.91 M | +USD 2.02 M | 2 | 1.04% | Nuevas |
|
| 2006 |
SEP
Signature Equity Partners
Columbus,
Ohio
| USD 1.91 M | +USD 623 k | 6 | 0.88% | Aumentadas |
|
| 2007 |
HBW
Hazlett, Burt & Watson
Wheeling,
West Virginia
| USD 1.91 M | -USD 125 k | 4 | 0.51% | Reducidas |
|
| 2008 |
FDS
Freedom Day Solutions
Houston,
Texas
| USD 1.91 M | +USD 1.9 M | 1 | 0.42% | Nuevas |
|
| 2009 |
Cabot Wealth Management
Salem,
Massachusetts
| USD 1.9 M | -USD 513 k | 3 | 0.19% | Reducidas |
|
| 2010 |
GHP Investment Advisors
Denver,
Colorado
| USD 1.9 M | +USD 1.99 M | 3 | 0.07% | Aumentadas |
|
| 2011 |
CFP
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| USD 1.9 M | -USD 32.4 k | 2 | 1.01% | Reducidas |
|
| 2012 |
Aspiriant LLC
Los Angeles,
California
| USD 1.89 M | +USD 98.5 k | 1 | 0.05% | Aumentadas |
|
| 2013 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 1.89 M | -USD 182 k | 2 | 0.05% | Reducidas |
|
| 2014 |
KAM
Karani Asset Management
New York
| USD 1.89 M | +USD 811 k | 2 | 1.36% | Aumentadas |
|
| 2015 |
TCPG
Trivant Custom Portfolio Group
San Diego,
California
| USD 1.89 M | -USD 319 k | 2 | 1.01% | Reducidas |
|
| 2016 |
AA
Altman Advisors
Chicago,
Illinois
| USD 1.89 M | +USD 2.21 M | 1 | 0.68% | Nuevas |
|
| 2017 |
F8IS
Figure 8 Investment Strategies
Boise,
Idaho
| USD 1.88 M | +USD 1.14 M | 1 | 1.59% | Aumentadas |
|
| 2018 |
Concentric Capital Strategies
Stamford,
Connecticut
| USD 1.88 M | +USD 2 M | 2 | 0.1% | Nuevas |
|
| 2019 |
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| USD 1.88 M | +USD 326 k | 1 | 0.18% | Aumentadas |
|
| 2020 |
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| USD 1.88 M | +USD 62.3 k | 3 | 0.28% | Aumentadas |
|
| 2021 |
Bay Colony Advisors
Concord,
Massachusetts
| USD 1.87 M | -USD 3.68 M | 1 | 0.21% | Reducidas |
|
| 2022 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
| USD 1.87 M | +USD 1.85 M | 2 | 0.19% | Aumentadas |
|
| 2023 |
NI
Natural Investments
Windsor,
California
| USD 1.87 M | -USD 125 k | 2 | 0.41% | Reducidas |
|
| 2024 |
FC
FORA Capital
Miami,
Florida
| USD 1.87 M | -USD 1.61 M | 4 | 0.13% | Reducidas |
|
| 2025 |
Machina Capital
Paris,
France
| USD 1.87 M | -USD 2.21 M | 2 | 0.3% | Reducidas |
|