← 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
1001	NFM North Forty Management Seattle, Washington	$0	-$56K	0	–	Closed
1002	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$0	-$767K	0	–	Closed
1003	PM Parametrica Management Wanchai, Hong Kong	$0	-$793K	0	–	Closed
1004	PIM Partner Investment Management San Francisco, California	$0	-$1.33M	0	–	Closed
1005	Penserra Capital Management Orinda, California	$0	-$61K	0	–	Closed
1006	PHS PFM Health Sciences San Francisco, California	$0	-$63M	0	–	Closed
1007	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$19K	0	–	Closed
1008	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$869K	0	–	Closed
1009	QI Quotient Investors New York	$0	-$616K	0	–	Closed
1010	Rafferty Asset Management New York	$0	-$709K	0	–	Closed
1011	RFM Royal Fund Management Lady Lake, Florida	$0	$0	1	0%	Maintained
1012	SI Sensato Investors San Francisco, California	$0	-$1.3M	0	–	Closed
1013	SIG Stanford Investment Group Mountain View, California	$0	-$49K	0	–	Closed
1014	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$2.63M	0	–	Closed
1015	Swiss Life Asset Management Zurich,	$0	-$504K	0	–	Closed
1016	TW Transform Wealth Greenwood Village, Colorado	$0	-$763K	0	–	Closed
1017	Twin Tree Management Dallas, Texas	$0	-$3.08M	0	–	Closed
1018	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$0	$0	1	0%	Maintained
1019	WOC West Oak Capital Westlake Village, California	$0	-$13.7K	0	–	Closed
1020	WC Whitnell & Co Oak Brook, Illinois	$0	-$5K	0	–	Closed
1021	Wolverine Asset Management Chicago, Illinois	$0	-$646K	0	–	Closed