← 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
501	Lockheed Martin Investment Management Bethesda, Maryland	$302K	$0	1	0.01%	Maintained
502	Locust Wood Capital Advisers New York	$291K	+$251K	1	0.04%	New
503	RHBC R.H. Bluestein & Co Birmingham, Michigan	$290K	$0	1	0.02%	Maintained
504	TMC Trellus Management Company Delray Beach, Florida	$290K	-$486K	1	0.24%	Reduced
505	DY Dowling & Yahnke San Diego, California	$289K	+$40.5K	1	0.04%	Increased
506	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$284K	-$189K	1	0.07%	Reduced
507	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$284K	+$264K	1	0.07%	New
508	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$282K	+$263K	1	0.02%	New
509	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$277K	-$67K	1	0.06%	Reduced
510	WA WFG Advisors Dallas, Texas	$275K	$0	2	0.05%	Maintained
511	Acadian Asset Management Boston, Massachusetts	$274K	+$267K	1	0%	New
512	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$271K	+$265K	1	0.06%	New
513	Teacher Retirement System of Texas Austin, Texas	$271K	+$252K	1	0%	New
514	HBK Investments Dallas, Texas	$270K	-$140K	1	0.01%	Reduced
515	RNS Robert N. Shapiro	$269K	+$37.4K	2	0.05%	Increased
516	HHGA Halbert Hargrove Global Advisors Long Beach, California	$264K	-$48.7K	1	0.08%	Reduced
517	Hennessy Advisors Inc Novato, California	$262K	-$37K	1	0.01%	Reduced
518	FIM Freedom Investment Management Hartford, Connecticut	$260K	+$29.7K	1	0.04%	Increased
519	FAM Formidable Asset Management Cincinnati, Ohio	$258K	$0	1	0.16%	Maintained
520	OA OFI Advisors Philadelphia, Pennsylvania	$252K	+$35.7K	1	0.02%	Increased
521	WesBanco Bank Wheeling, West Virginia	$251K	$0	1	0.01%	Maintained
522	PCM Parsons Capital Management Providence, Rhode Island	$250K	+$2.7K	1	0.03%	Increased
523	AP Advisor Partners Walnut Creek, California	$248K	+$13.9K	1	0.12%	Increased
524	Scotia Capital Toronto, Ontario, Canada	$246K	+$7.62K	1	0.01%	Increased
525	GIS Guardian Investor Services New York	$242K	-$5.56K	1	0.19%	Reduced