← 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
401	RMC Regis Management Company Menlo Park, California	$429K	+$423K	1	0.14%	New
402	G GlobalBridge Minneapolis, Minnesota	$423K	+$437K	2	0.23%	New
403	DnB Asset Management Oslo, Norway	$421K	+$455K	1	0.01%	New
404	O'Shaughnessy Asset Management Stamford, Connecticut	$405K	+$399K	1	0.01%	New
405	MCM Mazama Capital Management Portland, Oregon	$400K	+$433K	1	0.25%	New
406	CC ClearArc Capital Cincinnati, Ohio	$399K	+$431K	1	0.11%	New
407	GIM Grassi Investment Management Santa Clara, California	$397K	+$430K	1	0.11%	New
408	BA Birinyi Associates Westport, Connecticut	$393K	+$425K	1	0.24%	New
409	DSM Capital Partners Palm Beach Gardens, Florida	$389K	+$384K	1	0.01%	New
410	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$389K	+$374K	2	0.01%	New
411	Los Angeles Capital Management Los Angeles, California	$355K	+$383K	1	0.01%	New
412	Knight Capital Group	$353K	+$349K	1	0.01%	New
413	WSA Wall Street Associates Lajolla, California	$352K	+$332K	1	0.04%	New
414	YU Yale University New Haven, Connecticut	$347K	+$375K	1	0.68%	New
415	BG Bollard Group Boston, Massachusetts	$344K	+$371K	1	0.07%	New
416	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$335K	+$316K	1	0.06%	New
417	CI Constellation Investments Montgomery, Ohio	$332K	+$359K	1	0.12%	New
418	RHBC R.H. Bluestein & Co Birmingham, Michigan	$328K	+$355K	1	0.03%	New
419	OI Oakbrook Investments Lisle, Illinois	$317K	+$343K	1	0.01%	New
420	ACMI Amida Capital Management II New York	$305K	+$330K	1	0.08%	New
421	Oppenheimer & Co New York	$301K	+$325K	1	0.01%	New
422	Stephens Inc Little Rock, Arkansas	$301K	+$325K	1	0.02%	New
423	WP WMS Partners Towson, Maryland	$285K	+$270K	1	0.05%	New
424	MSI Financial Services Springfield, Massachusetts	$271K	+$292K	2	0.05%	New
425	IHL Investment House LLC Redondo Beach, California	$266K	+$288K	1	0.06%	New