← 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
476	HBK Investments Dallas, Texas	$411K	-$1.83M	1	0.01%	Reduced
477	Cambridge Investment Research Advisors Fairfield, Iowa	$408K	+$23.1K	1	0.02%	Increased
478	Envestnet Asset Management Chicago, Illinois	$401K	+$109K	3	0%	Increased
479	Wellcome Trust London, United Kingdom	$394K	+$413K	1	0.01%	New
480	Bessemer Group Woodbridge, New Jersey	$393K	$0	2	0%	Maintained
481	RMC Regis Management Company Menlo Park, California	$388K	$0	1	0.12%	Maintained
482	First Allied Advisory Services San Diego, California	$378K	+$9.15K	1	0.03%	Increased
483	Laird Norton Wetherby Wealth Management San Francisco, California	$378K	-$1.31K	1	0.11%	Reduced
484	CC Cipher Capital New York	$371K	+$82.4K	1	0.16%	Increased
485	Segall Bryant & Hamill Chicago, Illinois	$368K	$0	1	0.01%	Maintained
486	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$343K	-$17.9K	1	0.07%	Reduced
487	TCM Texan Capital Management Houston, Texas	$343K	$0	1	0.16%	Maintained
488	YMRC Yorktown Management & Research Company Forest, Virginia	$343K	$0	1	0.07%	Maintained
489	BA Birinyi Associates Westport, Connecticut	$339K	-$5.14K	1	0.17%	Reduced
490	Twin Tree Management Dallas, Texas	$319K	-$469K	1	0.01%	Reduced
491	FTI Fiduciary Trust International Lincoln, Massachusetts	$313K	+$328K	1	0.09%	New
492	Fuller & Thaler Asset Management San Mateo, California	$312K	+$7.7K	2	0.02%	Increased
493	SI SII Investments Appleton, Wisconsin	$312K	+$398K	1	0.06%	New
494	HHGA Halbert Hargrove Global Advisors Long Beach, California	$311K	-$14K	1	0.1%	Reduced
495	Crestwood Advisors Group Boston, Massachusetts	$308K	$0	1	0.05%	Maintained
496	Waldron Private Wealth Bridgeville, Pennsylvania	$304K	$0	1	0.15%	Maintained
497	Wedbush Securities Los Angeles, California	$303K	+$317K	1	0.05%	New
498	CIM Calvert Investment Management Bethesda, Maryland	$302K	+$598	1	0.02%	Increased
499	Hennessy Advisors Inc Novato, California	$297K	+$26K	1	0.01%	Increased
500	Lockheed Martin Investment Management Bethesda, Maryland	$297K	-$13.3M	1	0.02%	Reduced