← 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
601	MAI Capital Management Independence, Ohio	$1.28M	-$37.5K	2	0.08%	Reduced
602	UBG United Bank (Georgia) Zebulon, Georgia	$1.28M	-$33.7K	1	1.2%	Reduced
603	Prudential plc London, England, United Kingdom	$1.27M	-$399K	1	0%	Reduced
604	BCM Boltwood Capital Management Walnut Creek, California	$1.27M	-$3.68K	1	0.83%	Reduced
605	QAM Quantres Asset Management Cayman, Cayman Islands	$1.27M	+$800K	1	0.82%	Increased
606	FP FDO Partners Cambridge, Massachusetts	$1.27M	+$1.25M	1	0.51%	New
607	Central Trust Company Jefferson City, Missouri	$1.25M	+$145K	1	0.08%	Increased
608	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.25M	-$1.63M	2	0.33%	Reduced
609	FAM Fortaleza Asset Management Chicago, Illinois	$1.24M	$0	2	2.27%	Maintained
610	IA Icon Advisers Greenwood Village, Colorado	$1.24M	+$330K	1	0.09%	Increased
611	ECM Everence Capital Management Goshen, Indiana	$1.22M	$0	1	0.28%	Maintained
612	MML Investors Services Springfield, Massachusetts	$1.22M	+$66.7K	1	0.03%	Increased
613	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.22M	-$164K	1	1.36%	Reduced
614	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.22M	-$211K	2	0.06%	Reduced
615	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$1.21M	+$491K	1	0.22%	Increased
616	PAM Private Asset Management San Diego, California	$1.2M	+$56.1K	1	0.19%	Increased
617	GHCM Glen Harbor Capital Management San Diego, California	$1.2M	-$1.64M	1	0.03%	Reduced
618	MCM Murphy Capital Management Bedminster, New Jersey	$1.2M	$0	1	0.17%	Maintained
619	Rafferty Asset Management New York	$1.2M	-$151K	1	0.03%	Reduced
620	TNAM Terra Nova Asset Management New York	$1.19M	+$13.5K	1	2.44%	Increased
621	Quadrature Capital London, United Kingdom	$1.19M	+$1.18M	1	0.15%	New
622	ZCM Zebra Capital Management Stamford, Connecticut	$1.18M	-$19.1K	1	0.38%	Reduced
623	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.18M	-$211K	2	0.59%	Reduced
624	FFA First Foundation Advisors Irvine, California	$1.18M	$0	1	0.07%	Maintained
625	MFS Monetta Financial Services Wheaton, Illinois	$1.18M	+$1.11M	1	0.64%	New