← 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	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$512K	+$479K	1	0.14%	New
502	QIM Quantitative Investment Management Charlottesville, Virginia	$501K	-$3.06M	2	0.05%	Reduced
503	IHL Investment House LLC Redondo Beach, California	$496K	$0	1	0.08%	Maintained
504	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$494K	+$360K	1	0.12%	Increased
505	Laird Norton Wetherby Wealth Management San Francisco, California	$487K	+$36.5K	1	0.12%	Increased
506	Martingale Asset Management Boston, Massachusetts	$480K	+$444K	1	0.01%	New
507	CIM CenturyLink Investment Management Denver, Colorado	$468K	+$437K	1	0.15%	New
508	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$468K	$0	1	0.14%	Maintained
509	PP Paloma Partners Greenwich, Connecticut	$468K	-$658K	1	0.01%	Reduced
510	RHBC R.H. Bluestein & Co Birmingham, Michigan	$451K	+$109K	1	0.03%	Increased
511	WIC Water Island Capital New York	$441K	+$149K	1	0.02%	Increased
512	CBT Central Bank & Trust Lexington, Kentucky	$439K	+$176K	1	0.15%	Increased
513	Segall Bryant & Hamill Chicago, Illinois	$430K	$0	1	0.01%	Maintained
514	CIA Capital Impact Advisors Boston, Massachusetts	$417K	+$387K	1	0.19%	New
515	Wedbush Securities Los Angeles, California	$411K	-$13.8K	1	0.07%	Reduced
516	Advent Capital Management New York	$410K	+$383K	1	0.01%	New
517	Laurion Capital Management New York	$402K	+$376K	1	0.01%	New
518	Waldron Private Wealth Bridgeville, Pennsylvania	$400K	$0	1	0.16%	Maintained
519	Edgewood Management Greenwich, Connecticut	$397K	-$24.3K	1	0%	Reduced
520	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$392K	$0	3	0.01%	Maintained
521	IC IKOS CIF Limassol, Cyprus	$378K	+$329K	1	0.87%	New
522	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$367K	+$4.9K	1	0.08%	Increased
523	Wealthfront Palo Alto, California	$363K	+$140K	1	0.02%	Increased
524	OA OFI Advisors Philadelphia, Pennsylvania	$351K	-$10.5K	1	0.02%	Reduced
525	AGM Alpine Global Management New York	$348K	-$471K	1	0.11%	Reduced