← 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	ISB Iowa State Bank Urbandale, Iowa	$4.28M	+$10.4K	1	2.09%	Increased
402	Natixis Advisors Boston, Massachusetts	$4.27M	-$127K	3	0.05%	Reduced
403	SIM Sentry Investment Management Stevens Point, Wisconsin	$4.24M	+$151K	1	0.17%	Increased
404	SHGA Sand Hill Global Advisors Palo Alto, California	$4.24M	+$83.7K	1	0.55%	Increased
405	VIA Virtus Investment Advisers Hartford, Connecticut	$4.21M	-$539K	1	0.37%	Reduced
406	Creative Planning Overland Park, Kansas	$4.16M	+$456K	3	0.02%	Increased
407	AF Arrow Financial Glens Falls, New York	$4.15M	-$284K	1	1.01%	Reduced
408	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.01M	+$958K	1	0.07%	Increased
409	OAM Oxford Asset Management Oxford, United Kingdom	$3.99M	+$1.06M	1	0.1%	Increased
410	BB&T Securities Richmond, Virginia	$3.91M	-$1.02M	2	0.05%	Reduced
411	EVM Evelyn V. Moreno	$3.87M	+$3.75M	1	1.18%	New
412	NIP Nicholas Investment Partners Rancho Santa Fe, California	$3.85M	+$3.84M	1	0.27%	New
413	GHCM Glen Harbor Capital Management San Diego, California	$3.81M	+$152K	1	0.1%	Increased
414	BBCM Boardman Bay Capital Management New York	$3.75M	+$3.63M	1	3.18%	New
415	NTC NF Trinity Capital Central, Hong Kong	$3.71M	$0	1	0.5%	Maintained
416	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.65M	+$367K	2	0.01%	Increased
417	WesBanco Bank Wheeling, West Virginia	$3.6M	+$1.46M	1	0.2%	Increased
418	Perigon Wealth Management San Francisco, California	$3.59M	-$270K	1	0.76%	Reduced
419	LSA L & S Advisors Los Angeles, California	$3.57M	+$3.56M	1	0.68%	New
420	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$3.57M	$0	1	0.14%	Maintained
421	AHC Adell Harriman & Carpenter Houston, Texas	$3.57M	+$867K	1	0.82%	Increased
422	CIA Covington Investment Advisors Ligonier, Pennsylvania	$3.56M	-$3.19K	1	1.42%	Reduced
423	Cubist Systematic Strategies Stamford, Connecticut	$3.55M	-$342K	2	0.25%	Reduced
424	Norinchukin Bank Tokyo, Japan	$3.51M	+$306K	1	0.08%	Increased
425	Kentucky Retirement Systems Frankfort, Kentucky	$3.46M	-$346K	1	0.27%	Reduced