← 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
501
BOS
Bingham Osborn & Scarborough
California
$1.55M +$70.4K 1 0.19% Increased
502
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.52M -$279K 1 0.04% Reduced
503
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.5M -$320K 2 0.01% Reduced
504
BCM
Barometer Capital Management
Ontario, Canada
$1.5M +$1.49M 1 0.14% New
505
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$1.47M -$52.7K 1 0.05% Reduced
506
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$1.47M -$82.5K 1 0.16% Reduced
507
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$1.47M +$11.7K 1 0.11% Increased
508
PCM
Parsons Capital Management
Rhode Island
$1.47M +$66.4K 1 0.21% Increased
509
Rafferty Asset Management
Rafferty Asset Management
New York
$1.44M -$115K 1 0.17% Reduced
510
KIA
KCM Investment Advisors
California
$1.42M +$781 1 0.11% Increased
511
BAS
Brown Advisory Securities
Maryland
$1.39M -$32.9K 1 0.47% Reduced
512
NCIM
New Century Investment Management
Michigan
$1.39M -$78 1 0.64% Reduced
513
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.38M +$16.4K 2 0.02% Increased
514
SM
Sciencast Management
New Jersey
$1.38M +$1.35M 2 1.42% New
515
ClearBridge Investments
ClearBridge Investments
New York
$1.37M -$273K 2 0% Reduced
516
GC
Globeflex Capital
California
$1.37M +$3.74K 1 0.36% Increased
517
CNC
Citizens & Northern Corp
Pennsylvania
$1.32M -$49.9K 1 1.08% Reduced
518
GAM
Gemmer Asset Management
California
$1.32M +$1.29M 1 0.78% Increased
519
AHC
Adell Harriman & Carpenter
Texas
$1.31M +$117K 1 0.35% Increased
520
SEC
Seven Eight Capital
New York
$1.3M +$1.09M 2 0.89% Increased
521
PineBridge Investments
PineBridge Investments
New York
$1.3M +$147K 2 0.06% Increased
522
MAI Capital Management
MAI Capital Management
Ohio
$1.29M +$7.78K 2 0.1% Increased
523
DCMM
DG Capital Management (Massachusetts)
Massachusetts
$1.28M +$1.28M 1 1.14% New
524
LMR Partners
LMR Partners
United Kingdom
$1.28M +$1.28M 1 0.42% New
525
DY
Dowling & Yahnke
California
$1.27M +$122K 1 0.16% Increased