← 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
426	SFP Santa Fe Partners Santa Fe, New Mexico	$916K	+$897K	1	0.14%	New
427	MAI Capital Management Independence, Ohio	$912K	$0	2	0.09%	Maintained
428	BAMCO Inc New York	$905K	+$43.4K	1	0%	Increased
429	FIG Fortress Investment Group New York	$899K	$0	1	0.01%	Maintained
430	E. Ohman J:or Asset Management Stockholm, Sweden	$884K	$0	2	0.22%	Maintained
431	GIM Grassi Investment Management Santa Clara, California	$883K	+$144K	1	0.17%	Increased
432	SAM Symphony Asset Management San Francisco, California	$878K	-$3.91M	1	0.09%	Reduced
433	GMIM General Motors Investment Management New York	$867K	+$20.1K	1	0.07%	Increased
434	ACM Aviance Capital Management Sarasota, Florida	$861K	-$399K	1	0.03%	Reduced
435	FMT First Mercantile Trust Cordova, Tennessee	$840K	-$37.5K	3	0.07%	Reduced
436	Horizon Kinetics New York	$834K	+$52.6K	1	0.01%	Increased
437	QS Investors New York	$829K	-$124K	1	0.02%	Reduced
438	First Citizens Bank & Trust Raleigh, North Carolina	$815K	+$875K	1	0.07%	New
439	Ronald Blue & Co Roswell, Georgia	$811K	+$241K	2	0.05%	Increased
440	Spot Trading Chicago, Illinois	$803K	-$95.1K	2	0%	Reduced
441	Cetera Advisors Denver, Colorado	$801K	+$315K	1	0.06%	Increased
442	QI Qualcomm Inc San Diego, California	$800K	$0	1	0.06%	Maintained
443	ZCM Zebra Capital Management Stamford, Connecticut	$778K	+$35.1K	1	0.31%	Increased
444	CL CPWM LLC Seattle, Washington	$770K	-$148K	1	0.28%	Reduced
445	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$753K	-$7.29K	2	0.12%	Reduced
446	HT HAP Trading New York	$748K	+$115K	1	0.03%	Increased
447	ECM Everence Capital Management Goshen, Indiana	$732K	$0	1	0.27%	Maintained
448	Fiera Capital (Canada) Montreal, Quebec, Canada	$727K	+$143K	1	0.01%	Increased
449	LIA LS Investment Advisors Bloomfield Hills, Michigan	$724K	-$5.07K	2	0.06%	Reduced
450	NG NatWest Group Edinburgh, Scotland, United Kingdom	$724K	+$385K	1	0.01%	Increased