← 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
626	QI Quotient Investors New York	$447K	+$108K	1	0.17%	Increased
627	Caprock Group Boise, Idaho	$443K	$0	1	0.25%	Maintained
628	GIM Grassi Investment Management Santa Clara, California	$442K	-$7.81K	1	0.09%	Reduced
629	Waldron Private Wealth Bridgeville, Pennsylvania	$441K	+$165	1	0.16%	Increased
630	AP Advisor Partners Walnut Creek, California	$440K	+$10.6K	1	0.15%	Increased
631	AAP Ardsley Advisory Partners Stamford, Connecticut	$431K	+$429K	1	0.06%	New
632	TPWA TRUE Private Wealth Advisors Salem, Oregon	$430K	+$428K	1	0.19%	New
633	Hillsdale Investment Management Toronto, Ontario, Canada	$427K	+$49.5K	1	0.16%	Increased
634	Segall Bryant & Hamill Chicago, Illinois	$426K	$0	1	0.01%	Maintained
635	CL CPWM LLC Seattle, Washington	$425K	-$529K	1	0.08%	Reduced
636	PAM Princeton Alpha Management Princeton Junction, New Jersey	$424K	+$135K	1	0.07%	Increased
637	Brinker Capital Investments Berwyn, Pennsylvania	$417K	+$45.7K	3	0.02%	Increased
638	CG Cutler Group San Francisco, California	$415K	+$403K	2	0.02%	New
639	SSP Sapphire Star Partners Redmond, Washington	$415K	+$414K	1	0.55%	New
640	Mariner Overland Park, Kansas	$413K	-$1.42M	2	0.03%	Reduced
641	Capital Guardian Trust Los Angeles, California	$408K	+$51.7K	2	0%	Increased
642	1GA 1st Global Advisors Dallas, Texas	$406K	+$404K	1	0.06%	New
643	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$404K	-$6.83M	2	0.05%	Reduced
644	SCM Southport Capital Management Chattanooga, Tennessee	$400K	$0	1	0.26%	Maintained
645	Gradient Investments Arden Hills, Minnesota	$395K	-$11.2K	1	0.05%	Reduced
646	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$393K	+$388K	2	0.05%	New
647	CA Cornerstone Advisors Asheville, North Carolina	$392K	$0	1	0.09%	Maintained
648	EEG E.E. Geduld	$392K	+$390K	1	0.24%	New
649	GCM Glaxis Capital Management Sarasota, Florida	$392K	+$390K	1	1.71%	New
650	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$392K	+$6.95K	1	0.08%	Increased