← 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	Janney Montgomery Scott Philadelphia, Pennsylvania	$4.55M	-$32.9K	2	0.06%	Reduced
402	SIM Sentry Investment Management Stevens Point, Wisconsin	$4.5M	+$47.3K	1	0.18%	Increased
403	QIM Quantitative Investment Management Charlottesville, Virginia	$4.48M	-$22.8M	1	0.07%	Reduced
404	SHGA Sand Hill Global Advisors Palo Alto, California	$4.45M	+$2K	1	0.51%	Increased
405	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$4.44M	+$564K	2	0.01%	Increased
406	Picton Mahoney Asset Management Toronto, Ontario, Canada	$4.43M	-$523K	1	0.32%	Reduced
407	AHC Adell Harriman & Carpenter Houston, Texas	$4.42M	+$679K	1	1%	Increased
408	ING Group Amsterdam, Netherlands	$4.39M	+$2.16M	1	0.08%	Increased
409	ISB Iowa State Bank Urbandale, Iowa	$4.37M	-$120K	1	2.09%	Reduced
410	Johnson Investment Counsel Cincinnati, Ohio	$4.35M	-$187K	1	0.12%	Reduced
411	Panagora Asset Management Boston, Massachusetts	$4.33M	+$2.45M	3	0.02%	Increased
412	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.3M	+$95.6K	1	0.07%	Increased
413	PP Paloma Partners Greenwich, Connecticut	$4.3M	-$8.68M	2	0.05%	Reduced
414	AF Arrow Financial Glens Falls, New York	$4.24M	-$112K	1	1.02%	Reduced
415	WEC White Elm Capital Greenwich, Connecticut	$4.22M	+$3.9M	1	0.8%	New
416	EVM Evelyn V. Moreno	$4.1M	+$40.8K	1	1.26%	Increased
417	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$4.04M	+$431K	2	1.07%	Increased
418	Perigon Wealth Management San Francisco, California	$4.03M	+$261K	1	0.88%	Increased
419	Norinchukin Bank Tokyo, Japan	$4.02M	+$335K	1	0.08%	Increased
420	PRCM Pine River Capital Management Minnetonka, Minnesota	$3.92M	+$3.95M	1	0.1%	New
421	NTC NF Trinity Capital Central, Hong Kong	$3.9M	$0	1	0.55%	Maintained
422	KeyBank National Association Cleveland, Ohio	$3.87M	-$68.6K	3	0.02%	Reduced
423	Wolverine Trading Chicago, Illinois	$3.86M	-$2.6M	2	0.02%	Reduced
424	SG Americas Securities New York	$3.84M	-$3.09M	3	0.03%	Reduced
425	CIA Covington Investment Advisors Ligonier, Pennsylvania	$3.83M	+$88.4K	1	1.46%	Increased