← 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
451	QS Investors New York	$696K	-$166K	2	0.01%	Reduced
452	SCI S&CO Inc Boston, Massachusetts	$695K	$0	1	0.1%	Maintained
453	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$692K	+$41.3K	1	0.27%	Increased
454	KIA KCM Investment Advisors Greenbrae, California	$664K	+$245K	1	0.06%	Increased
455	FIG Fortress Investment Group New York	$662K	-$263K	1	0.01%	Reduced
456	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$653K	+$649K	1	0.49%	New
457	MNBTD Moody National Bank Trust Division Galveston, Texas	$652K	+$13K	1	0.04%	Increased
458	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$652K	$0	1	0.31%	Maintained
459	ECM Everence Capital Management Goshen, Indiana	$647K	-$88K	1	0.22%	Reduced
460	CL CPWM LLC Seattle, Washington	$645K	-$148K	1	0.18%	Reduced
461	WSA Wall Street Associates Lajolla, California	$642K	-$45.1K	1	0.06%	Reduced
462	AIS AlphaOne Investment Services West Chester, Pennsylvania	$633K	-$99.3K	2	0.24%	Reduced
463	Two Sigma Advisers New York	$625K	-$13.1M	2	0%	Reduced
464	PCM Parsons Capital Management Providence, Rhode Island	$615K	+$358K	1	0.08%	Increased
465	First Allied Advisory Services San Diego, California	$607K	+$147K	1	0.04%	Increased
466	ECP Elk Creek Partners Denver, Colorado	$595K	+$553K	1	0.08%	New
467	FM Family Management New York	$595K	+$591K	1	0.27%	New
468	TCTC Holdings Dallas, Texas	$595K	$0	1	0.04%	Maintained
469	JC Jetstream Capital Brentwood, Tennessee	$593K	+$590K	1	0.05%	New
470	Simplex Trading Chicago, Illinois	$583K	+$547K	1	0.07%	New
471	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$582K	-$14.3K	2	0.01%	Reduced
472	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$562K	$0	1	0.05%	Maintained
473	Bridgewater Associates Westport, Connecticut	$559K	-$3.23M	1	0%	Reduced
474	BAS Brown Advisory Securities Baltimore, Maryland	$542K	+$37K	1	0.2%	Increased
475	PAM Princeton Alpha Management Princeton Junction, New Jersey	$541K	+$538K	1	0.15%	New