← 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
476	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$257K	+$224K	1	0.12%	New
477	WP WMS Partners Towson, Maryland	$255K	-$99.2K	1	0.05%	Reduced
478	AIS AlphaOne Investment Services West Chester, Pennsylvania	$251K	+$222K	1	0.06%	New
479	WA WFG Advisors Dallas, Texas	$250K	-$27.2K	2	0.04%	Reduced
480	SFP Santa Fe Partners Santa Fe, New Mexico	$247K	-$905K	1	0.05%	Reduced
481	Weiss Multi-Strategy Advisers New York	$246K	-$4M	1	0.01%	Reduced
482	Hennessy Advisors Inc Novato, California	$241K	+$211K	1	0.01%	New
483	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$234K	+$204K	1	0.01%	New
484	QS Investors New York	$228K	+$200K	1	0.01%	New
485	FIM Freedom Investment Management Hartford, Connecticut	$226K	+$197K	1	0.06%	New
486	GIS Guardian Investor Services New York	$226K	-$1.32K	1	0.19%	Reduced
487	Atria Investments Charlotte, North Carolina	$225K	-$46.1K	1	0.02%	Reduced
488	MSI Financial Services Springfield, Massachusetts	$219K	-$129K	1	0.04%	Reduced
489	Old National Bancorp Evansville, Indiana	$216K	+$189K	1	0.02%	New
490	Azimuth Capital Management Bloomfield Hills, Michigan	$215K	+$188K	1	0.03%	New
491	PM Parametrica Management Wanchai, Hong Kong	$211K	+$223K	1	2.63%	New
492	NG NatWest Group Edinburgh, Scotland, United Kingdom	$203K	+$178K	1	0.01%	New
493	Fuller & Thaler Asset Management San Mateo, California	$202K	+$13.6K	1	0.01%	Increased
494	RNS Robert N. Shapiro	$202K	+$65.2K	1	0.04%	Increased
495	DY Dowling & Yahnke San Diego, California	$200K	+$175K	1	0.03%	New
496	BA Birinyi Associates Westport, Connecticut	$197K	-$295K	1	0.11%	Reduced
497	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$182K	+$37.1K	3	0.01%	Increased
498	Robeco Institutional Asset Management Rotterdam, Netherlands	$171K	$0	1	0%	Maintained
499	OA OFI Advisors Philadelphia, Pennsylvania	$162K	-$35K	1	0.02%	Reduced
500	Advisors Asset Management Monument, Colorado	$161K	-$9.08K	1	0%	Reduced