← 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	NRS Neville Rodie & Shaw New York	$3.62M	-$70.6K	1	0.43%	Reduced
402	Parallax Volatility Advisers San Francisco, California	$3.59M	+$3.55M	1	0.01%	New
403	Capital Fund Management (CFM) Paris, France	$3.54M	+$3.69M	2	0.03%	New
404	Nippon Life Insurance Tokyo, Japan	$3.49M	+$446K	2	0.09%	Increased
405	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.49M	$0	1	0.15%	Maintained
406	CIA Covington Investment Advisors Ligonier, Pennsylvania	$3.49M	$0	1	1.54%	Maintained
407	BOK Financial Tulsa, Oklahoma	$3.48M	+$102K	2	0.12%	Increased
408	AO Allen Operations New York	$3.47M	$0	1	4.33%	Maintained
409	BB&T Securities Richmond, Virginia	$3.46M	-$77.3K	3	0.05%	Reduced
410	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.44M	+$297K	1	0.13%	Increased
411	Old National Bancorp Evansville, Indiana	$3.38M	-$236K	2	0.19%	Reduced
412	MC Menta Capital San Francisco, California	$3.37M	-$414K	2	0.46%	Reduced
413	LSA L & S Advisors Los Angeles, California	$3.35M	-$534K	1	0.76%	Reduced
414	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.32M	-$31.4K	1	0.17%	Reduced
415	CIM Calvert Investment Management Bethesda, Maryland	$3.31M	+$2.12K	3	0.13%	Increased
416	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$3.29M	+$1.56M	2	3.51%	Increased
417	CC Cipher Capital New York	$3.27M	-$55.4K	2	0.23%	Reduced
418	Glenmede Trust Philadelphia, Pennsylvania	$3.25M	+$74.1K	3	0.02%	Increased
419	Los Angeles Capital Management Los Angeles, California	$3.25M	-$1.25M	2	0.03%	Reduced
420	Jane Street New York	$3.24M	-$7.7M	1	0.02%	Reduced
421	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$3.16M	+$3.25M	2	0.24%	New
422	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$3.13M	-$33.1K	2	0.91%	Reduced
423	CWM Cabot Wealth Management Salem, Massachusetts	$3.07M	-$44.3K	1	0.81%	Reduced
424	Driehaus Capital Management Chicago, Illinois	$3.03M	-$2.37M	2	0.11%	Reduced
425	ICRM Insight Capital Research & Management Walnut Creek, California	$3.03M	-$353K	1	1.06%	Reduced