← 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	KSCM Key Square Capital Management Stamford, Connecticut	$2.48M	+$2.49M	1	0.37%	New
477	Pendal Group Sydney, Australia	$2.46M	+$2.45M	2	0.04%	New
478	United Capital Financial Advisors Irving, Texas	$2.45M	+$1.75M	2	0.02%	Increased
479	Bridgewater Associates Westport, Connecticut	$2.41M	-$746K	1	0.02%	Reduced
480	CWM Cabot Wealth Management Salem, Massachusetts	$2.38M	-$2.42M	1	0.55%	Reduced
481	QS Investors New York	$2.38M	-$4M	3	0.02%	Reduced
482	HBK Investments Dallas, Texas	$2.36M	+$2.19M	1	0.01%	New
483	OI Oakbrook Investments Lisle, Illinois	$2.34M	-$109K	1	0.16%	Reduced
484	Meag Munich Ergo Munich, Germany	$2.31M	+$2.32M	1	0.1%	New
485	PIM Partner Investment Management San Francisco, California	$2.31M	+$2.2M	2	3.1%	New
486	Advisor Group Phoenix, Arizona	$2.31M	+$137K	3	0.04%	Increased
487	Old National Bancorp Evansville, Indiana	$2.3M	-$219K	2	0.13%	Reduced
488	SSB Sandy Spring Bank Olney, Maryland	$2.3M	+$143K	1	0.23%	Increased
489	Lazard Asset Management New York	$2.29M	-$836K	2	0%	Reduced
490	WWM Willingdon Wealth Management Huntersville, North Carolina	$2.27M	+$21K	1	0.9%	Increased
491	DY Dowling & Yahnke San Diego, California	$2.24M	-$10.6K	1	0.24%	Reduced
492	IP Intellectus Partners San Francisco, California	$2.23M	+$76.5K	1	1%	Increased
493	CWM CMH Wealth Management Portsmouth, New Hampshire	$2.21M	+$8.71K	1	1.76%	Increased
494	WB Webster Bank Waterbury, Connecticut	$2.2M	-$62.7K	1	0.33%	Reduced
495	CWM Catamount Wealth Management Westport, Connecticut	$2.2M	+$2.21M	1	1.34%	New
496	Truist Financial Charlotte, North Carolina	$2.17M	-$43.8K	2	0.04%	Reduced
497	CBT Capital Bank & Trust Irvine, California	$2.16M	+$2.03M	3	0.03%	New
498	CMT Capital Markets Trading Frankfurt, Germany	$2.12M	+$228K	1	0.12%	Increased
499	BOS Bingham Osborn & Scarborough San Francisco, California	$2.11M	+$521K	1	0.2%	Increased
500	PCR Potrero Capital Research San Francisco, California	$2.1M	+$348K	1	1.97%	Increased