← 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	NIMI Natixis Investment Managers International Paris, France	$3.24M	-$1.96M	2	0.36%	Reduced
477	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.23M	$0	1	0.92%	Maintained
478	Swiss Life Asset Management Zurich,	$3.22M	+$1.53M	1	0.07%	Increased
479	DY Dowling & Yahnke San Diego, California	$3.19M	+$441K	2	0.29%	Increased
480	LCM Lee Capital Management New York	$3.17M	-$408K	1	2.69%	Reduced
481	TCM Twin Capital Management Mcmurray, Pennsylvania	$3.17M	-$21.4K	1	0.16%	Reduced
482	BAS Brown Advisory Securities Baltimore, Maryland	$3.16M	+$41.6K	1	0.61%	Increased
483	Curi RMB Capital Chicago, Illinois	$3.15M	+$1.19M	2	0.08%	Increased
484	Pendal Group Sydney, Australia	$3.14M	+$7.71K	2	0.04%	Increased
485	Sumitomo Life Insurance Tokyo, Japan	$3.11M	-$151K	1	0.39%	Reduced
486	Gabelli Funds Rye, New York	$3.1M	$0	1	0.02%	Maintained
487	Evercore Wealth Management New York	$3.07M	-$29K	2	0.11%	Reduced
488	PWS Peloton Wealth Strategists Indianapolis, Indiana	$3.05M	-$61.1K	1	2.26%	Reduced
489	Marshall Wace London, United Kingdom	$3.04M	+$2.32M	1	0.13%	Increased
490	VIA Virtus Investment Advisers Hartford, Connecticut	$2.96M	-$502K	1	0.32%	Reduced
491	Cerity Partners New York	$2.94M	+$304K	1	0.2%	Increased
492	CCT Chemung Canal Trust Elmira, New York	$2.9M	+$2.89M	1	0.63%	New
493	CWM Catamount Wealth Management Westport, Connecticut	$2.89M	+$368K	1	1.61%	Increased
494	Stephens Investment Management Group Houston, Texas	$2.87M	-$5.71K	1	0.07%	Reduced
495	NRS Neville Rodie & Shaw New York	$2.87M	+$413K	1	0.3%	Increased
496	WWM Willingdon Wealth Management Huntersville, North Carolina	$2.85M	+$81.7K	1	0.94%	Increased
497	QS Investors New York	$2.82M	+$32.8K	3	0.03%	Increased
498	SSB Sandy Spring Bank Olney, Maryland	$2.8M	+$47.9K	1	0.26%	Increased
499	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.78M	-$8.44M	1	0.08%	Reduced
500	E. Ohman J:or Asset Management Stockholm, Sweden	$2.75M	+$387K	2	0.22%	Increased