← 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
1126	QI Qtron Investments Boston, Massachusetts	$589K	-$1.4K	1	0.54%	Reduced
1127	AC Abbrea Capital Greenbrae, California	$587K	+$209K	2	0.17%	Increased
1128	SFG Summit Financial Group Moorefield, West Virginia	$587K	-$31K	1	0.46%	Reduced
1129	CGL Clarius Group LLC Seattle, Washington	$585K	+$301K	1	0.14%	Increased
1130	CAM Concorde Asset Management Ann Arbor, Michigan	$585K	+$572K	1	0.38%	New
1131	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$583K	+$77.5K	1	0.07%	Increased
1132	BDS Banco de Sabadell Miami, Florida	$578K	+$310K	1	0.08%	Increased
1133	HCM HMS Capital Management Nashville, Tennessee	$578K	-$694K	2	0.25%	Reduced
1134	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$576K	-$18K	1	0.05%	Reduced
1135	BEC Blue Edge Capital Richmond, Virginia	$574K	+$562K	1	0.22%	New
1136	TCM Teza Capital Management Chicago, Illinois	$572K	+$559K	1	0.3%	New
1137	Wilmington Savings Fund Society Wilmington, Delaware	$572K	+$121K	1	0.03%	Increased
1138	CP Camelot Portfolios Maumee, Ohio	$567K	-$225K	1	0.24%	Reduced
1139	PAS Partnervest Advisory Services Santa Barbara, California	$566K	-$6.04K	1	0.23%	Reduced
1140	AIM Assured Investment Management New York	$560K	-$3.14M	2	0.01%	Reduced
1141	IR Invictus RG Hamilton, Bermuda	$557K	+$545K	1	2.13%	New
1142	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$556K	$0	3	0.03%	Maintained
1143	VNA Valley National Advisers Bethlehem, Pennsylvania	$555K	-$216K	2	0.16%	Reduced
1144	LC Lourd Capital Beverly Hills, California	$553K	-$224K	2	0.05%	Reduced
1145	Exencial Wealth Advisors Oklahoma City, Oklahoma	$547K	+$43.4K	1	0.13%	Increased
1146	Park Avenue Securities New York	$546K	+$52.7K	1	0.03%	Increased
1147	Coldstream Capital Management Bellevue, Washington	$544K	+$94.2K	1	0.05%	Increased
1148	BCM Bluefin Capital Management New York	$542K	+$531K	1	0.08%	New
1149	First Pacific Advisors El Segundo, California	$538K	$0	1	0%	Maintained
1150	CC Cannell & Co New York	$535K	-$1.69M	1	0.02%	Reduced