← 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
LSA
L & S Advisors
California
$6.76M +$5.9M 2 1.14% Increased
477
LOAMU
Lombard Odier Asset Management (USA)
New York
$6.55M +$6.13M 1 0.43% New
478
BCM
Barometer Capital Management
Ontario, Canada
$6.5M -$105K 1 0.54% Reduced
479
SHGA
Sand Hill Global Advisors
California
$6.44M +$5.38M 1 0.64% Increased
480
CBT
Capital Bank & Trust
California
$6.44M +$3.48M 2 0.08% Increased
481
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$6.42M +$6.03M 2 0.28% New
482
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$6.39M $0 3 0.06% Maintained
483
SIM
Sentry Investment Management
Wisconsin
$6.36M -$352K 1 0.41% Reduced
484
ISB
Iowa State Bank
Iowa
$6.19M -$189K 1 2.96% Reduced
485
CAM
Cozad Asset Management
Illinois
$6.16M +$5.76M 1 1.92% New
486
NTC
NF Trinity Capital
Hong Kong
$6.14M $0 1 0.84% Maintained
487
CIA
Covington Investment Advisors
Pennsylvania
$6.13M +$3.83K 1 2.11% Increased
488
SCM
Sitrin Capital Management
California
$6.11M -$1.44M 1 3.47% Reduced
489
Cerity Partners
Cerity Partners
New York
$6.1M +$1.84M 1 0.45% Increased
490
Gofen & Glossberg
Gofen & Glossberg
Illinois
$6.08M +$4.32M 1 0.23% Increased
491
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$5.92M +$3.23M 3 0.21% Increased
492
SCA
Sander Capital Advisors
Washington
$5.92M +$5.91M 2 4.74% New
493
Sit Investment Associates
Sit Investment Associates
Minnesota
$5.91M -$1.01M 2 0.15% Reduced
494
GCP
GSA Capital Partners
United Kingdom
$5.88M -$3.43M 3 0.29% Reduced
495
PM
Precept Management
Texas
$5.86M $0 1 1.76% Maintained
496
Point72 Asset Management
Point72 Asset Management
Connecticut
$5.85M -$44.2M 1 0.02% Reduced
497
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$5.75M -$760K 1 0.14% Reduced
498
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.66M -$51K 1 0.26% Reduced
499
Panagora Asset Management
Panagora Asset Management
Massachusetts
$5.6M -$1.93M 3 0.02% Reduced
500
BA
BKS Advisors
Michigan
$5.59M -$137K 1 1.98% Reduced