← 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	Element Capital Management New York	$436K	-$282K	1	0.06%	Reduced
627	CCA Checchi Capital Advisers Beverly Hills, California	$427K	+$81.3K	3	0.09%	Increased
628	Edgewood Management Greenwich, Connecticut	$425K	-$11.4K	1	0%	Reduced
629	GIM Grassi Investment Management Santa Clara, California	$425K	+$8.61K	1	0.08%	Increased
630	Acadian Asset Management Boston, Massachusetts	$424K	+$180K	2	0%	Increased
631	KIG Kessler Investment Group Columbus, Indiana	$424K	-$4.27K	1	0.64%	Reduced
632	Segall Bryant & Hamill Chicago, Illinois	$424K	+$20.7K	1	0.01%	Increased
633	LP LGL Partners Philadelphia, Pennsylvania	$422K	-$9.57K	1	0.22%	Reduced
634	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$415K	+$55.9K	2	0.05%	Increased
635	TPWA TRUE Private Wealth Advisors Salem, Oregon	$415K	+$9.78K	1	0.16%	Increased
636	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$409K	-$1.06M	2	0%	Reduced
637	SEC Seven Eight Capital New York	$408K	-$677K	3	0.17%	Reduced
638	FP FDO Partners Cambridge, Massachusetts	$407K	-$140K	1	0.26%	Reduced
639	Shelton Capital Management Denver, Colorado	$403K	+$68.9K	1	0.04%	Increased
640	Catalyst Capital Advisors Huntington, New York	$402K	-$4.72M	2	0.07%	Reduced
641	Dodge & Cox San Francisco, California	$399K	+$413K	1	0%	New
642	FIM Freedom Investment Management Hartford, Connecticut	$398K	-$40.8K	1	0.03%	Reduced
643	GS GAM Systematic Cambridge, United Kingdom	$384K	+$258K	1	0.1%	Increased
644	O'Shaughnessy Asset Management Stamford, Connecticut	$381K	+$286K	1	0.01%	Increased
645	Synovus Financial Columbus, Georgia	$381K	+$216K	2	0.01%	Increased
646	GW & Wade Wellesley, Massachusetts	$376K	+$350K	1	0.07%	New
647	Waldron Private Wealth Bridgeville, Pennsylvania	$373K	+$1.01K	1	0.14%	Increased
648	CA Cornerstone Advisors Asheville, North Carolina	$369K	$0	1	0.09%	Maintained
649	RHBC R.H. Bluestein & Co Birmingham, Michigan	$369K	$0	1	0.03%	Maintained
650	SCM Southport Capital Management Chattanooga, Tennessee	$369K	-$6.89K	1	0.24%	Reduced