← 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
526	GIM Grassi Investment Management Santa Clara, California	$1.08M	+$643K	1	0.2%	Increased
527	HIH HRS Investment Holdings New York	$1.07M	+$1.17M	1	0.98%	New
528	AM Account Management Boxford, Massachusetts	$1.07M	-$203K	1	1.46%	Reduced
529	Cetera Advisor Networks El Segundo, California	$1.06M	+$452K	1	0.04%	Increased
530	KCM Karp Capital Management Sausalito, California	$1.06M	+$1.16M	1	0.68%	New
531	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.05M	+$344K	1	0.66%	Increased
532	Numeric Investors Boston, Massachusetts	$1.05M	+$1.12M	2	0.01%	New
533	WIC Woodmont Investment Counsel Nashville, Tennessee	$1.05M	+$4.69M	2	0.3%	New
534	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.04M	+$36.3K	2	0.06%	Increased
535	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.04M	+$155K	1	0.43%	Increased
536	Veritable Wilmington, Delaware	$1.04M	-$58.3K	1	0.03%	Reduced
537	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.01M	$0	2	0.47%	Maintained
538	VF Virtu Financial New York	$1M	+$1.06M	2	0.17%	New
539	MIS Morningstar Investment Services Chicago, Illinois	$997K	-$86.2K	1	0.03%	Reduced
540	Marshall Wace London, United Kingdom	$973K	-$6.27M	2	0.01%	Reduced
541	GLRA Gerald L. Ray & Associates Dallas, Texas	$958K	+$633K	1	0.14%	Increased
542	Sit Investment Associates Minneapolis, Minnesota	$920K	+$951K	1	0.02%	New
543	Laird Norton Wetherby Wealth Management San Francisco, California	$907K	+$46.5K	2	0.18%	Increased
544	MAM Meeder Asset Management Dublin, Ohio	$903K	-$544K	2	0.08%	Reduced
545	Advent Capital Management New York	$894K	+$833K	1	0.01%	New
546	IB Intrust Bank Wichita, Kansas	$890K	+$277K	2	0.35%	Increased
547	Wolverine Asset Management Chicago, Illinois	$886K	-$2.54M	1	0.01%	Reduced
548	Intact Investment Management Montreal, Quebec, Canada	$884K	+$172K	1	0.03%	Increased
549	JWS Juncture Wealth Strategies Scottsdale, Arizona	$872K	+$88.8K	1	0.59%	Increased
550	AF Ally Financial Detroit, Michigan	$856K	+$936K	1	0.15%	New