← 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
426	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$743K	+$173K	1	0.29%	Increased
427	MAM Mastrapasqua Asset Management Nashville, Tennessee	$720K	+$753K	1	0.17%	New
428	LIA LS Investment Advisors Bloomfield Hills, Michigan	$718K	+$228K	2	0.06%	Increased
429	ECM Everence Capital Management Goshen, Indiana	$708K	$0	1	0.28%	Maintained
430	ARC Absolute Return Capital Boston, Massachusetts	$705K	+$748K	1	0.01%	New
431	WFM Wilmington Funds Management Wilmington, Delaware	$701K	$0	1	0.08%	Maintained
432	Los Angeles Capital Management Los Angeles, California	$699K	+$204K	2	0.01%	Increased
433	CC ClearArc Capital Cincinnati, Ohio	$695K	+$94.6K	1	0.17%	Increased
434	Wilmington Trust Wilmington, Delaware	$683K	-$118K	1	0.01%	Reduced
435	Janney Montgomery Scott Philadelphia, Pennsylvania	$682K	+$158K	2	0.02%	Increased
436	Virginia Retirement Systems Richmond, Virginia	$663K	+$264K	1	0.01%	Increased
437	PAM Paradigm Asset Management New York	$648K	$0	1	0.09%	Maintained
438	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$628K	$0	1	0.31%	Maintained
439	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$617K	-$145K	2	0.02%	Reduced
440	ANRIA American National Registered Investment Advisor Galveston, Texas	$613K	$0	1	0.31%	Maintained
441	SCI S&CO Inc Boston, Massachusetts	$613K	$0	1	0.09%	Maintained
442	SGH Schonfeld Group Holdings Jericho, New York	$609K	+$137K	1	0.15%	Increased
443	Ronald Blue & Co Roswell, Georgia	$601K	+$18.7K	1	0.04%	Increased
444	CI Constellation Investments Montgomery, Ohio	$599K	+$17.9K	1	0.15%	Increased
445	PCM Prelude Capital Management New York	$599K	+$120K	1	0.08%	Increased
446	G GlobalBridge Minneapolis, Minnesota	$595K	+$48.2K	2	0.28%	Increased
447	Gotham Asset Management New York	$584K	-$15.5M	1	0.01%	Reduced
448	ZCM Zebra Capital Management Stamford, Connecticut	$572K	+$291K	1	0.24%	Increased
449	PSC Piper Sandler & Co Minneapolis, Minnesota	$571K	+$598K	1	0.5%	New
450	MNBTD Moody National Bank Trust Division Galveston, Texas	$566K	$0	1	0.04%	Maintained