← 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
551	SRAM Stone Ridge Asset Management New York	$2.16M	+$2.11M	1	0.13%	New
552	CG Clinton Group New York	$2.15M	+$1.65M	2	0.19%	Increased
553	CCM Crossvault Capital Management San Antonio, Texas	$2.13M	+$2.13M	1	1.12%	New
554	NPT Nixon Peabody Trust Boston, Massachusetts	$2.13M	+$138K	1	1.83%	Increased
555	WCA Westover Capital Advisors Wilmington, Delaware	$2.12M	-$140K	2	1.17%	Reduced
556	CBT Central Bank & Trust Lexington, Kentucky	$2.11M	-$259K	1	0.51%	Reduced
557	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.08M	+$2.07M	1	1.67%	New
558	KIA KCM Investment Advisors Greenbrae, California	$2.07M	+$67.1K	1	0.12%	Increased
559	Quantbot Technologies New York	$2.07M	-$5.1M	1	0.19%	Reduced
560	NCGI Next Century Growth Investors Plymouth, Minnesota	$2.07M	+$216K	2	0.26%	Increased
561	Advisory Services Network Atlanta, Georgia	$2.06M	+$5.77K	3	0.18%	Increased
562	GAM Gemmer Asset Management Walnut Creek, California	$2.05M	-$117K	1	0.71%	Reduced
563	RCM Red Cedar Management Park City, Utah	$2.04M	+$2.04M	1	1.81%	New
564	Chilton Capital Management Houston, Texas	$2.04M	-$338K	1	0.19%	Reduced
565	Koshinski Asset Management Decatur, Illinois	$2.04M	+$89.5K	1	0.51%	Increased
566	Veritable Wilmington, Delaware	$2.04M	+$21.5K	2	0.04%	Increased
567	Jasper Ridge Partners Menlo Park, California	$2.03M	+$108K	2	0.13%	Increased
568	QIM Quest Investment Management Lake Oswego, Oregon	$2.03M	-$13.7M	1	0.3%	Reduced
569	SAM Symphony Asset Management San Francisco, California	$2.02M	+$1.92M	1	0.21%	New
570	Level Four Advisory Services Dallas, Texas	$2M	+$56.2K	2	0.16%	Increased
571	EP Elkfork Partners Portland, Oregon	$1.99M	+$392K	1	0.05%	Increased
572	IAM Impax Asset Management Portsmouth, New Hampshire	$1.98M	-$3.45M	2	0.11%	Reduced
573	SPM Symmetry Peak Management Radnor, Pennsylvania	$1.97M	-$4.66M	1	1.55%	Reduced
574	UMB Bank Kansas City, Missouri	$1.97M	+$12.1K	1	0.06%	Increased
575	Meiji Yasuda Life Insurance Tokyo, Japan	$1.93M	-$79.8K	1	0.27%	Reduced