← 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
351	Barings Charlotte, North Carolina	$5.54M	+$395K	3	0.14%	Increased
352	WAM World Asset Management Detroit, Michigan	$5.52M	+$514K	2	0.21%	Increased
353	AF Arrow Financial Glens Falls, New York	$5.51M	-$108K	2	1.47%	Reduced
354	DIA Denver Investment Advisors Denver, Colorado	$5.33M	-$497K	1	0.24%	Reduced
355	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.28M	-$93.7K	1	0.25%	Reduced
356	BOK Financial Tulsa, Oklahoma	$5.24M	+$1.68M	2	0.19%	Increased
357	AHL Partners London, United Kingdom	$5.23M	+$4.26M	1	0.4%	Increased
358	CONA Capital One National Association New York	$5.22M	+$4.82M	1	0.45%	Increased
359	PPCM Pillar Pacific Capital Management Pacifica, California	$5.22M	-$216K	1	0.94%	Reduced
360	FA FDx Advisors Chicago, Illinois	$5.2M	+$1.14M	3	0.24%	Increased
361	CIBC World Market Toronto, Ontario, Canada	$5.15M	-$764K	2	0.03%	Reduced
362	PTC Petrus Trust Company Dallas, Texas	$5.15M	-$3.24M	1	1.07%	Reduced
363	Catalyst Capital Advisors Huntington, New York	$5.1M	+$5.08M	2	0.74%	New
364	SAM Shell Asset Management The Hague, Netherlands	$5.05M	-$3.79M	3	0.12%	Reduced
365	CAM Capstone Asset Management Houston, Texas	$4.99M	+$1.15M	2	0.14%	Increased
366	CIBC Asset Management Toronto, Ontario, Canada	$4.98M	-$301K	2	0.04%	Reduced
367	ICRM Insight Capital Research & Management Walnut Creek, California	$4.98M	+$4.96M	1	1.45%	New
368	Waratah Capital Advisors Toronto, Ontario, Canada	$4.97M	+$2.41M	1	0.92%	Increased
369	Highbridge Capital Management New York	$4.96M	+$4.78M	2	0.08%	New
370	WAS Winch Advisory Services Appleton, Wisconsin	$4.91M	+$3.27M	1	5.56%	Increased
371	TCM Twin Capital Management Mcmurray, Pennsylvania	$4.87M	+$4.85M	1	0.4%	New
372	BBCM Boardman Bay Capital Management New York	$4.86M	+$1.16M	2	4.21%	Increased
373	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.82M	-$686K	2	0.11%	Reduced
374	CWM Cabot Wealth Management Salem, Massachusetts	$4.77M	-$1.45M	1	1.22%	Reduced
375	SAM Securian Asset Management St Paul, Minnesota	$4.75M	+$187K	1	0.14%	Increased