← 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
301	NCM Nelson Capital Management Menlo Park, California	$4.33M	+$124K	1	1.6%	Increased
302	FIM FourPoints Investment Managers Paris, France	$4.32M	-$1.47M	3	0.67%	Reduced
303	WBC Westpac Banking Corp Sydney, Australia	$4.31M	+$98.1K	2	0.04%	Increased
304	WAM World Asset Management Detroit, Michigan	$4.26M	-$903K	2	0.15%	Reduced
305	CIG Consolidated Investment Group Englewood, Colorado	$4.25M	$0	1	2.12%	Maintained
306	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$4.23M	+$991K	1	0.52%	Increased
307	FA FDx Advisors Chicago, Illinois	$4.22M	-$354K	3	0.26%	Reduced
308	MHP Manatuck Hill Partners Westport, Connecticut	$4.21M	$0	1	0.92%	Maintained
309	SLF Sun Life Financial Toronto, Ontario, Canada	$4.18M	-$583K	1	0.44%	Reduced
310	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.14M	-$336K	1	0.18%	Reduced
311	RSS Rosenblum Silverman Sutton San Francisco, California	$4.07M	-$22.7K	1	1.75%	Reduced
312	ClearBridge Investments New York	$4.02M	+$1.13M	2	0%	Increased
313	PPCM Pillar Pacific Capital Management Pacifica, California	$3.93M	+$175K	1	0.71%	Increased
314	M&T Bank Buffalo, New York	$3.85M	-$341K	2	0.02%	Reduced
315	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.73M	+$423K	2	0.09%	Increased
316	Profund Advisors Bethesda, Maryland	$3.61M	-$419K	1	0.15%	Reduced
317	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$3.6M	-$3.08M	2	1.37%	Reduced
318	Ameritas Investment Partners Lincoln, Nebraska	$3.53M	+$2.42K	1	0.24%	Increased
319	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$3.38M	-$89.1K	1	0.88%	Reduced
320	CIBC Asset Management Toronto, Ontario, Canada	$3.37M	-$871K	2	0.02%	Reduced
321	QIM Quantitative Investment Management Charlottesville, Virginia	$3.35M	+$3.3M	2	0.52%	New
322	IAM Impax Asset Management Portsmouth, New Hampshire	$3.35M	+$753K	1	0.2%	Increased
323	Glenmede Trust Philadelphia, Pennsylvania	$3.29M	+$21K	3	0.03%	Increased
324	IAM Integre Asset Management New York	$3.17M	-$29.7K	1	0.66%	Reduced
325	SAM Securian Asset Management St Paul, Minnesota	$3.15M	+$138K	1	0.1%	Increased