← 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
651	Gradient Investments Arden Hills, Minnesota	$367K	-$4.61K	1	0.05%	Reduced
652	Apex Capital Management Dayton, Ohio	$360K	+$90.3K	1	0.01%	Increased
653	Douglass Winthrop Advisors New York	$347K	+$98.1K	1	0.03%	Increased
654	ACM Alta Capital Management Salt Lake City, Utah	$345K	$0	1	0.02%	Maintained
655	SIM Spark Investment Management New York	$345K	$0	1	0.03%	Maintained
656	MAM Mizuho Asset Management Tokyo, Japan	$342K	-$307K	2	0.09%	Reduced
657	EFS Essex Financial Services Essex, Connecticut	$340K	-$139K	1	0.08%	Reduced
658	Stratos Wealth Partners Beachwood, Ohio	$338K	-$249K	1	0.03%	Reduced
659	FPC Falcon Point Capital San Francisco, California	$337K	-$17.8K	1	0.06%	Reduced
660	Signature Estate & Investment Advisors Los Angeles, California	$334K	-$10.3M	1	0.05%	Reduced
661	Capital Guardian Trust Los Angeles, California	$330K	-$51.5K	1	0%	Reduced
662	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$328K	-$38.2K	1	0.06%	Reduced
663	AAM Azzad Asset Management Falls Church, Virginia	$327K	+$29.4K	1	0.14%	Increased
664	YMRC Yorktown Management & Research Company Forest, Virginia	$326K	$0	1	0.06%	Maintained
665	WEC Winslow Evans & Crocker Boston, Massachusetts	$324K	-$418K	2	0.1%	Reduced
666	WSA Wall Street Associates Lajolla, California	$320K	-$1.84K	1	0.13%	Reduced
667	ETrade Capital Management Arlington, Virginia	$319K	+$68.4K	1	0.02%	Increased
668	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$318K	-$19.3K	1	0.06%	Reduced
669	Squarepoint New York	$318K	-$382K	1	0.02%	Reduced
670	PCR Potrero Capital Research San Francisco, California	$317K	$0	1	0.3%	Maintained
671	PAM PartnerRe Asset Management Greenwich, Connecticut	$314K	+$6.89K	1	0.16%	Increased
672	Brighton Jones LLC Seattle, Washington	$314K	-$36.3K	1	0.06%	Reduced
673	WesBanco Bank Wheeling, West Virginia	$312K	$0	1	0.02%	Maintained
674	Azimuth Capital Management Bloomfield Hills, Michigan	$310K	$0	1	0.03%	Maintained
675	GCP GSA Capital Partners London, United Kingdom	$310K	-$10.5M	1	0.02%	Reduced