← 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	Truist Financial Charlotte, North Carolina	$1.86M	+$36.5K	1	0.04%	Increased
477	FAT First American Trust Santa Ana, California	$1.83M	-$101K	1	0.65%	Reduced
478	GCP Garelick Capital Partners Boston, Massachusetts	$1.83M	-$2.35M	1	1.4%	Reduced
479	FAM Fortaleza Asset Management Chicago, Illinois	$1.8M	-$527K	1	1.47%	Reduced
480	Cetera Advisors Denver, Colorado	$1.79M	-$43.7K	1	0.14%	Reduced
481	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.79M	+$1.77M	1	0.05%	New
482	AHC Adell Harriman & Carpenter Houston, Texas	$1.74M	+$467K	1	0.45%	Increased
483	WhitTier Trust Company Reno, Nevada	$1.66M	+$1.41K	1	0.19%	Increased
484	DY Dowling & Yahnke San Diego, California	$1.66M	+$181K	1	0.2%	Increased
485	FA Fagan Associates Troy, New York	$1.63M	-$34.1K	1	1.04%	Reduced
486	Salem Investment Counselors Winston Salem, North Carolina	$1.62M	+$226K	1	0.19%	Increased
487	BCM Bayesian Capital Management Brooklyn, New York	$1.6M	+$606K	2	0.96%	Increased
488	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.59M	+$57.3K	1	0.09%	Increased
489	JAM JW Asset Management Miami Beach, Florida	$1.59M	+$1.57M	1	1.26%	New
490	Scotia Capital Toronto, Ontario, Canada	$1.58M	-$53.2K	1	0.03%	Reduced
491	WCM Westend Capital Management Sausalito, California	$1.57M	+$643K	1	2.27%	Increased
492	Tudor Investment Corp Stamford, Connecticut	$1.56M	-$4.21M	1	0.03%	Reduced
493	PCM Parsons Capital Management Providence, Rhode Island	$1.55M	$0	1	0.21%	Maintained
494	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.54M	-$4K	1	1.2%	Reduced
495	Trexquant Investment Stamford, Connecticut	$1.53M	-$970K	1	0.2%	Reduced
496	MAM Meeder Asset Management Dublin, Ohio	$1.53M	+$676K	2	0.14%	Increased
497	Tokio Marine Asset Management Tokyo, Japan	$1.51M	-$50.5K	1	0.16%	Reduced
498	Lazard Asset Management New York	$1.5M	-$12.3M	3	0%	Reduced
499	CIA Capital Impact Advisors Boston, Massachusetts	$1.5M	+$1.48M	1	0.7%	New
500	AC Argentiere Capital Zug, Switzerland	$1.47M	+$1.46M	1	1.15%	New