← 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	DIA Denver Investment Advisors Denver, Colorado	$1.3M	-$4.12M	1	0.06%	Reduced
502	Salem Investment Counselors Winston Salem, North Carolina	$1.3M	+$1.21M	1	0.16%	New
503	SI Sensato Investors San Francisco, California	$1.29M	+$1.21M	1	0.23%	New
504	Stephens Investment Management Group Houston, Texas	$1.28M	-$95K	1	0.04%	Reduced
505	AM Account Management Boxford, Massachusetts	$1.28M	+$1.19M	1	1.45%	New
506	CWM Concert Wealth Management San Jose, California	$1.26M	-$387K	1	0.17%	Reduced
507	DTL Dynamic Technology Lab Singapore	$1.25M	+$609K	2	0.34%	Increased
508	BCA Bray Capital Advisors Naples, Florida	$1.25M	+$1.16M	1	1.08%	New
509	GAM Gemmer Asset Management Walnut Creek, California	$1.24M	+$3.44K	1	0.72%	Increased
510	GAMCO Investors Greenwich, Connecticut	$1.23M	+$463K	1	0.01%	Increased
511	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.22M	-$337K	2	0.03%	Reduced
512	MN Services Vermogensbeheer The Hague, Netherlands	$1.22M	+$1.32M	2	0.28%	New
513	Calamos Wealth Management Naperville, Illinois	$1.18M	+$403K	1	0.23%	Increased
514	AHC Adell Harriman & Carpenter Houston, Texas	$1.18M	-$50.7K	1	0.32%	Reduced
515	DCM Dialectic Capital Management Norwalk, Connecticut	$1.16M	-$1.23M	1	0.54%	Reduced
516	LH Lebenthal Holdings New York	$1.16M	+$337K	1	0.2%	Increased
517	ACM Aviance Capital Management Sarasota, Florida	$1.15M	+$144K	2	0.04%	Increased
518	ClearBridge Investments New York	$1.14M	+$174K	2	0%	Increased
519	CC ClearArc Capital Cincinnati, Ohio	$1.14M	+$7.99K	1	0.24%	Increased
520	ECM Everence Capital Management Goshen, Indiana	$1.12M	$0	1	0.35%	Maintained
521	Conning Inc Hartford, Connecticut	$1.1M	+$57.8K	1	0.05%	Increased
522	E. Ohman J:or Asset Management Stockholm, Sweden	$1.09M	$0	2	0.2%	Maintained
523	PCM Prelude Capital Management New York	$1.07M	+$999K	1	0.15%	New
524	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.05M	+$498K	2	0.02%	Increased
525	CI Constellation Investments Montgomery, Ohio	$1.05M	+$34.4K	1	0.19%	Increased