← 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	Ladenburg Thalmann Financial Services Miami, Florida	$15.8M	+$1.23M	3	0.11%	Increased
402	GIM Grassi Investment Management Santa Clara, California	$15.7M	-$345K	2	2.31%	Reduced
403	Associated Banc-Corp Green Bay, Wisconsin	$15.6M	+$270K	2	0.86%	Increased
404	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$15.6M	+$2.02M	2	1.17%	Increased
405	MUFG Securities EMEA London, United Kingdom	$15.5M	+$212K	1	0.16%	Increased
406	Steward Partners Investment Advisory New York	$15.4M	+$1.17M	2	0.56%	Increased
407	Foresters Investment Management New York	$15.2M	-$8.17M	2	0.27%	Reduced
408	MC Middleton & Co Boston, Massachusetts	$15.2M	+$217K	1	2.36%	Increased
409	LOAMU Lombard Odier Asset Management (USA) New York	$15.2M	+$15.7M	1	1.22%	New
410	Flossbach Von Storch Cologne, Germany	$14.9M	+$3.66M	1	0.13%	Increased
411	PM Pembroke Management Montreal, Quebec, Canada	$14.9M	+$3.29M	1	1.57%	Increased
412	DBG De Burlo Group Boston, Massachusetts	$14.8M	-$6.38M	2	2.9%	Reduced
413	United Capital Financial Advisors Irving, Texas	$14.8M	+$772K	3	0.1%	Increased
414	SAM Shell Asset Management The Hague, Netherlands	$14.7M	-$129K	3	0.33%	Reduced
415	Advisor Group Phoenix, Arizona	$14.7M	+$1.87M	3	0.11%	Increased
416	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$14.6M	+$15M	1	1.49%	New
417	UMB Bank Kansas City, Missouri	$14.5M	+$6.32M	1	0.36%	Increased
418	Tokio Marine Asset Management Tokyo, Japan	$14.4M	+$1.03M	1	2.52%	Increased
419	Simplex Trading Chicago, Illinois	$14.4M	+$940K	1	0.04%	Increased
420	MCM Maryland Capital Management Towson, Maryland	$14.4M	+$881K	1	1.7%	Increased
421	SW SVB Wealth Boston, Massachusetts	$14.4M	-$1.26M	2	0.48%	Reduced
422	Trillium Asset Management Boston, Massachusetts	$14.3M	-$232K	1	0.69%	Reduced
423	NOCM Night Owl Capital Management Greenwich, Connecticut	$14.2M	+$1.44M	1	4.33%	Increased
424	SG Americas Securities New York	$14.1M	-$1.78M	2	0.1%	Reduced
425	Profund Advisors Bethesda, Maryland	$14M	+$919K	2	0.67%	Increased