← 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	QC QCM Cayman Houston, Texas	$367K	+$365K	1	0.15%	New
502	Crestwood Advisors Group Boston, Massachusetts	$361K	+$40.2K	1	0.05%	Increased
503	ACM Aviance Capital Management Sarasota, Florida	$359K	-$525K	1	0.01%	Reduced
504	Waldron Private Wealth Bridgeville, Pennsylvania	$344K	$0	1	0.14%	Maintained
505	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$336K	+$333K	1	0.14%	New
506	GCP GSA Capital Partners London, United Kingdom	$334K	-$8.91K	1	0.02%	Reduced
507	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$329K	-$742K	3	0%	Reduced
508	OA OFI Advisors Philadelphia, Pennsylvania	$322K	+$41.5K	1	0.02%	Increased
509	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$321K	+$19.2K	1	0.07%	Increased
510	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$320K	-$477K	1	0.05%	Reduced
511	LMR Partners London, United Kingdom	$319K	+$317K	1	0.04%	New
512	CC Cipher Capital New York	$314K	-$1.27M	1	0.08%	Reduced
513	EPM Equitec Proprietary Markets Chicago, Illinois	$314K	+$312K	1	0.01%	New
514	NG NatWest Group Edinburgh, Scotland, United Kingdom	$306K	-$437K	1	0%	Reduced
515	RHBC R.H. Bluestein & Co Birmingham, Michigan	$297K	-$73.7K	1	0.02%	Reduced
516	EMG Ellington Management Group Old Greenwich, Connecticut	$290K	+$50.4K	1	0.1%	Increased
517	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$288K	-$4.42K	1	0.07%	Reduced
518	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$288K	+$287K	1	0%	New
519	Caprock Group Boise, Idaho	$276K	+$274K	1	0.3%	New
520	Engineers Gate Manager New York	$272K	+$255K	1	0.08%	New
521	Capital Guardian Trust Los Angeles, California	$266K	$0	1	0%	Maintained
522	RMC Regis Management Company Menlo Park, California	$265K	-$146K	1	0.08%	Reduced
523	Boothbay Fund Management New York	$263K	+$261K	1	0.2%	New
524	Hillsdale Investment Management Toronto, Ontario, Canada	$259K	+$241K	1	0.07%	New
525	Atria Investments Charlotte, North Carolina	$258K	-$198K	1	0.03%	Reduced