← 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
DRS
Deane Retirement Strategies
Louisiana
$1.54M +$1.63M 1 1.38% New
502
Advisor Group
Advisor Group
Arizona
$1.53M +$358K 3 0.03% Increased
503
Verition Fund Management
Verition Fund Management
Connecticut
$1.51M +$1.11M 3 0.13% Increased
504
HBK Investments
HBK Investments
Texas
$1.5M +$107K 1 0.01% Increased
505
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$1.5M +$20.9K 1 0.17% Increased
506
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.49M +$174K 1 0.03% Increased
507
FA
Fagan Associates
New York
$1.49M +$22.1K 1 0.86% Increased
508
PAM
Princeton Alpha Management
New Jersey
$1.48M -$887K 3 0.3% Reduced
509
UMB Bank
UMB Bank
Missouri
$1.47M -$1.66M 1 0.05% Reduced
510
BCA
Bray Capital Advisors
Florida
$1.46M -$4.72K 1 0.87% Reduced
511
Sterling Capital Management
Sterling Capital Management
North Carolina
$1.45M +$232K 1 0.01% Increased
512
DP
Dearborn Partners
Illinois
$1.42M -$83K 1 0.12% Reduced
513
KRSITF
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.42M -$109K 1 0.23% Reduced
514
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$1.41M +$35.6K 1 0.07% Increased
515
PCR
Potrero Capital Research
California
$1.39M +$1.16M 1 1.31% Increased
516
WhitTier Trust Company
WhitTier Trust Company
Nevada
$1.38M +$22.8K 1 0.15% Increased
517
AR
Advisory Research
Illinois
$1.38M +$1.5M 1 0.02% New
518
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$1.38M $0 2 0.28% Maintained
519
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.37M -$76.9K 1 0.04% Reduced
520
BOS
Bingham Osborn & Scarborough
California
$1.35M +$89.7K 1 0.14% Increased
521
CNC
Citizens & Northern Corp
Pennsylvania
$1.34M -$19.9K 1 1.01% Reduced
522
PIM
Partner Investment Management
California
$1.33M -$225K 1 1.76% Reduced
523
MYAM
Meiji Yasuda Asset Management
Japan
$1.33M -$2.05K 2 0.15% Reduced
524
Parallel Advisors
Parallel Advisors
California
$1.33M +$1.41M 3 0.31% New
525
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$1.33M +$184K 2 0.18% Increased