← 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	BOK Financial Tulsa, Oklahoma	$23.7M	-$37.6K	3	0.52%	Reduced
477	Crossmark Global Holdings Houston, Texas	$23.7M	-$537K	2	0.67%	Reduced
478	J.M. Forbes & Co Boston, Massachusetts	$23.6M	+$392K	1	3.78%	Increased
479	MML Investors Services Springfield, Massachusetts	$23.3M	+$208K	3	0.29%	Increased
480	Kornitzer Capital Management Shawnee Mission, Kansas	$23.2M	-$4.97M	2	0.45%	Reduced
481	QCI Asset Management Pittsford, New York	$23.1M	-$1.24M	1	1.73%	Reduced
482	Simplex Trading Chicago, Illinois	$23M	+$13.4M	3	0.03%	Increased
483	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$22.9M	+$19.9M	1	6.63%	New
484	Lyell Wealth Management Menlo Park, California	$22.8M	+$123K	2	4.28%	Increased
485	Caption Management Oklahoma City, Oklahoma	$22.8M	+$19.8M	1	0.53%	Increased
486	Pacer Advisors Malvern, Pennsylvania	$22.8M	-$3.26M	2	0.48%	Reduced
487	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$22.6M	-$2.19M	1	0.29%	Reduced
488	EPC Emerson Point Capital Larchmont, New York	$22.3M	-$10.3M	2	3.53%	Reduced
489	Scotia Capital Toronto, Ontario, Canada	$22.2M	-$1.58M	2	0.24%	Reduced
490	Brinker Capital Investments Berwyn, Pennsylvania	$21.9M	+$19.2M	3	0.37%	New
491	South Street Advisors New York	$21.9M	-$412K	1	5.28%	Reduced
492	Gotham Asset Management New York	$21.8M	+$1.92M	2	0.7%	Increased
493	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$21.8M	-$27.4K	1	3.83%	Reduced
494	GW&K Investment Management Boston, Massachusetts	$21.8M	-$211K	1	0.29%	Reduced
495	Oak Ridge Investments Chicago, Illinois	$21.7M	-$309K	2	1.69%	Reduced
496	Grassi Investment Management Santa Clara, California	$21.5M	-$586K	2	3.04%	Reduced
497	WC Westwind Capital Las Cruces, New Mexico	$21.2M	-$312K	1	7.15%	Reduced
498	Nippon Life Global Investors Americas New York	$21.2M	-$1.27M	2	1.39%	Reduced
499	Pzena Investment Management New York	$21M	-$4.27M	1	0.13%	Reduced
500	Cerity Partners New York	$21M	+$7.31M	2	0.86%	Increased