← 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	Jefferies Group New York	$3.33M	+$2.88M	3	0.02%	Increased
402	RI Redwood Investments Boston, Massachusetts	$3.32M	+$135K	1	0.33%	Increased
403	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.24M	$0	1	0.15%	Maintained
404	CIA Covington Investment Advisors Ligonier, Pennsylvania	$3.24M	+$47.2K	1	1.48%	Increased
405	Simplex Trading Chicago, Illinois	$3.22M	+$3.12M	2	0.26%	New
406	Glenmede Trust Philadelphia, Pennsylvania	$3.2M	-$1.71M	3	0.02%	Reduced
407	AO Allen Operations New York	$3.19M	+$3.3M	1	3.61%	New
408	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$3.19M	+$1.3M	1	0.15%	Increased
409	BOK Financial Tulsa, Oklahoma	$3.18M	-$1.69M	2	0.11%	Reduced
410	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.18M	-$2.31M	1	0.27%	Reduced
411	SAM Symphony Asset Management San Francisco, California	$3.17M	+$2.52M	2	0.34%	Increased
412	ICRM Insight Capital Research & Management Walnut Creek, California	$3.15M	-$1.44M	1	0.97%	Reduced
413	SPM Symmetry Peak Management Radnor, Pennsylvania	$3.14M	-$620K	1	0.51%	Reduced
414	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.12M	-$103K	1	0.16%	Reduced
415	Jacobs Levy Equity Management Florham Park, New Jersey	$3.1M	-$11.8M	2	0.07%	Reduced
416	HBK Investments Dallas, Texas	$3.09M	+$1.84M	1	0.03%	Increased
417	CIM Calvert Investment Management Bethesda, Maryland	$3.08M	+$705K	3	0.14%	Increased
418	Natixis Advisors Boston, Massachusetts	$3.04M	+$633K	2	0.05%	Increased
419	Analytic Investors Los Angeles, California	$3.03M	-$11.3M	1	0.04%	Reduced
420	First Citizens Bank & Trust Raleigh, North Carolina	$3.03M	-$832K	2	0.25%	Reduced
421	Group One Trading Chicago, Illinois	$3.02M	+$2.83M	3	0.04%	Increased
422	CAM CG Asset Management New York	$3M	-$11K	1	1.2%	Reduced
423	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$2.98M	+$326K	2	0.92%	Increased
424	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.92M	+$175K	1	0.12%	Increased
425	CWM Cabot Wealth Management Salem, Massachusetts	$2.9M	-$1.49M	1	0.81%	Reduced