← 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
401	MWR McAdams Wright Ragen Seattle, Washington	$1.13M	+$72.4K	1	0.06%	Increased
402	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$1.12M	+$246K	2	0.23%	Increased
403	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.1M	$0	1	0.08%	Maintained
404	Daiwa Securities Group Tokyo, Japan	$1.09M	-$308K	2	0.01%	Reduced
405	Arrowstreet Capital Boston, Massachusetts	$1.08M	+$1.06M	1	0.01%	New
406	Stephens Investment Management Group Houston, Texas	$1.07M	-$29.7K	1	0.03%	Reduced
407	MAM Mastrapasqua Asset Management Nashville, Tennessee	$1.06M	+$308K	1	0.24%	Increased
408	Truist Financial Charlotte, North Carolina	$1.05M	-$7.72K	1	0.03%	Reduced
409	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.02M	+$301K	2	0.02%	Increased
410	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$1.02M	+$945K	1	0.19%	New
411	DP Dearborn Partners Chicago, Illinois	$976K	$0	1	0.1%	Maintained
412	QS Investors New York	$965K	+$428K	1	0.03%	Increased
413	RBA Richard Bernstein Advisors New York	$963K	$0	1	0.11%	Maintained
414	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$961K	-$18.3M	3	0.01%	Reduced
415	Creative Planning Overland Park, Kansas	$953K	-$153K	3	0.01%	Reduced
416	Spot Trading Chicago, Illinois	$946K	+$815K	1	0%	New
417	MAI Capital Management Independence, Ohio	$942K	+$36.1K	2	0.09%	Increased
418	Conning Inc Hartford, Connecticut	$937K	-$59.4K	1	0.05%	Reduced
419	CL CPWM LLC Seattle, Washington	$930K	-$47.1K	1	0.34%	Reduced
420	FMT First Mercantile Trust Cordova, Tennessee	$926K	-$311K	3	0.07%	Reduced
421	GMIM General Motors Investment Management New York	$911K	+$888K	1	0.07%	New
422	FIG Fortress Investment Group New York	$907K	$0	1	0.01%	Maintained
423	E. Ohman J:or Asset Management Stockholm, Sweden	$901K	$0	2	0.22%	Maintained
424	BAMCO Inc New York	$869K	-$6.35M	1	0%	Reduced
425	CIM CIM Investment Management Pittsburgh, Pennsylvania	$867K	-$23.6K	1	0.44%	Reduced