← 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	Robeco Institutional Asset Management Rotterdam, Netherlands	$538K	$0	1	0%	Maintained
477	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$529K	-$31.9K	2	0.01%	Reduced
478	TIA Tiemann Investment Advisors Menlo Park, California	$514K	$0	1	0.57%	Maintained
479	BAS Brown Advisory Securities Baltimore, Maryland	$490K	-$19.4K	1	0.18%	Reduced
480	LPU Lansdowne Partners (UK) London, United Kingdom	$487K	+$477K	1	0%	New
481	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$487K	$0	1	0.05%	Maintained
482	AHC Adell Harriman & Carpenter Houston, Texas	$462K	$0	1	0.13%	Maintained
483	RCM Reynolds Capital Management Las Vegas, Nevada	$460K	-$84.5K	1	0.45%	Reduced
484	SA Steadfast Advisors New York	$453K	+$455K	1	0.17%	New
485	ACM Artis Capital Management San Francisco, California	$449K	-$114K	1	4.48%	Reduced
486	Atria Investments Charlotte, North Carolina	$447K	-$18.5K	2	0.05%	Reduced
487	First Allied Advisory Services San Diego, California	$446K	-$13.5K	1	0.04%	Reduced
488	IHL Investment House LLC Redondo Beach, California	$442K	$0	1	0.07%	Maintained
489	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$440K	+$430K	1	0%	New
490	BOC Barbara Oil Co Chicago, Illinois	$424K	$0	1	0.36%	Maintained
491	Envestnet Asset Management Chicago, Illinois	$424K	-$41.7K	3	0%	Reduced
492	KIA KCM Investment Advisors Greenbrae, California	$405K	+$396K	1	0.04%	New
493	Gofen & Glossberg Chicago, Illinois	$400K	-$11.3K	1	0.02%	Reduced
494	Bessemer Group Woodbridge, New Jersey	$391K	-$174K	2	0%	Reduced
495	DCM Daruma Capital Management New York	$375K	-$260K	1	0.02%	Reduced
496	Wedbush Securities Los Angeles, California	$371K	+$4.51K	1	0.06%	Increased
497	Segall Bryant & Hamill Chicago, Illinois	$370K	$0	1	0.01%	Maintained
498	Edgewood Management Greenwich, Connecticut	$364K	+$28.6K	1	0%	Increased
499	RMC Regis Management Company Menlo Park, California	$364K	$0	1	0.11%	Maintained
500	Los Angeles Capital Management Los Angeles, California	$362K	-$154K	1	0%	Reduced