← 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	QI Qualcomm Inc San Diego, California	$929K	$0	1	0.13%	Maintained
452	Meiji Yasuda Life Insurance Tokyo, Japan	$910K	+$61.6K	1	0.14%	Increased
453	AHC Adell Harriman & Carpenter Houston, Texas	$902K	+$93K	1	0.24%	Increased
454	CC ClearArc Capital Cincinnati, Ohio	$876K	+$37.9K	1	0.18%	Increased
455	JWS Juncture Wealth Strategies Scottsdale, Arizona	$867K	-$875K	1	0.71%	Reduced
456	PAM PartnerRe Asset Management Greenwich, Connecticut	$856K	+$19.9K	1	0.14%	Increased
457	CI Constellation Investments Montgomery, Ohio	$855K	+$55.8K	1	0.16%	Increased
458	Commonwealth Equity Services Waltham, Massachusetts	$852K	-$321K	1	0.01%	Reduced
459	Horizon Kinetics New York	$845K	-$96.1K	1	0.01%	Reduced
460	CIBC World Market Toronto, Ontario, Canada	$834K	+$774K	1	0%	New
461	HCM Hollencrest Capital Management Newport Beach, California	$829K	+$3.78K	1	0.11%	Increased
462	Andra AP-fonden Goteborg, Sweden	$821K	+$767K	2	0.02%	New
463	DY Dowling & Yahnke San Diego, California	$809K	+$225K	1	0.1%	Increased
464	SCI S&CO Inc Boston, Massachusetts	$807K	$0	1	0.11%	Maintained
465	DCM Dialectic Capital Management Norwalk, Connecticut	$794K	+$738K	1	0.14%	New
466	Ronald Blue & Co Roswell, Georgia	$779K	-$67.9K	2	0.04%	Reduced
467	ANRIA American National Registered Investment Advisor Galveston, Texas	$771K	-$40.5K	1	0.37%	Reduced
468	MNBTD Moody National Bank Trust Division Galveston, Texas	$771K	+$12.9K	1	0.06%	Increased
469	OMERS Administration Corp Toronto, Ontario, Canada	$768K	+$713K	1	0.03%	New
470	Regents of the University of California Oakland, California	$762K	+$707K	1	0.77%	New
471	ECM Everence Capital Management Goshen, Indiana	$756K	$0	1	0.25%	Maintained
472	ACM Aviance Capital Management Sarasota, Florida	$755K	+$327K	2	0.03%	Increased
473	WSA Wall Street Associates Lajolla, California	$745K	$0	1	0.07%	Maintained
474	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$735K	$0	1	0.35%	Maintained
475	ECP Elk Creek Partners Denver, Colorado	$730K	$0	1	0.08%	Maintained