← 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	CIBC World Market Toronto, Ontario, Canada	$839K	-$30.5K	1	0%	Reduced
502	CL CPWM LLC Seattle, Washington	$836K	+$131K	1	0.2%	Increased
503	Engineers Gate Manager New York	$817K	-$1.54M	1	0.08%	Reduced
504	DY Dowling & Yahnke San Diego, California	$816K	-$27.6K	1	0.1%	Reduced
505	NIMI Natixis Investment Managers International Paris, France	$809K	+$833K	2	0.1%	New
506	JWS Juncture Wealth Strategies Scottsdale, Arizona	$798K	-$108K	1	0.65%	Reduced
507	PCM Prelude Capital Management New York	$768K	-$354K	1	0.11%	Reduced
508	PAM PartnerRe Asset Management Greenwich, Connecticut	$767K	-$129K	1	0.14%	Reduced
509	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$766K	$0	1	0.37%	Maintained
510	SCI S&CO Inc Boston, Massachusetts	$761K	$0	1	0.11%	Maintained
511	ECM Everence Capital Management Goshen, Indiana	$759K	$0	1	0.25%	Maintained
512	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$759K	+$798K	1	0.06%	New
513	Two Sigma Investments New York	$759K	+$797K	1	0%	New
514	Fifth Third Bancorp Cincinnati, Ohio	$758K	+$40.1K	3	0.01%	Increased
515	AIM Assured Investment Management New York	$737K	+$674K	2	0.01%	Increased
516	Two Sigma Advisers New York	$736K	+$773K	1	0.01%	New
517	Veritable Wilmington, Delaware	$733K	-$2.66M	1	0.02%	Reduced
518	Quadrature Capital London, United Kingdom	$731K	+$748K	1	0.66%	New
519	ANRIA American National Registered Investment Advisor Galveston, Texas	$727K	$0	1	0.35%	Maintained
520	MNBTD Moody National Bank Trust Division Galveston, Texas	$727K	$0	1	0.05%	Maintained
521	TCTC Holdings Dallas, Texas	$684K	-$15K	1	0.04%	Reduced
522	WP WMS Partners Towson, Maryland	$683K	+$3.47K	1	0.08%	Increased
523	TMC Trellus Management Company Delray Beach, Florida	$648K	+$662K	1	0.73%	New
524	TIA Tiemann Investment Advisors Menlo Park, California	$639K	+$14.2K	1	0.66%	Increased
525	Baker Avenue Asset Management San Francisco, California	$629K	+$47K	1	0.08%	Increased