← 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
526	Veritable Wilmington, Delaware	$1.22M	+$136K	1	0.03%	Increased
527	ECM Everence Capital Management Goshen, Indiana	$1.21M	$0	1	0.37%	Maintained
528	MIS Morningstar Investment Services Chicago, Illinois	$1.2M	+$1.18M	1	0.04%	New
529	Conning Inc Hartford, Connecticut	$1.2M	+$12.6K	1	0.05%	Increased
530	IC IKOS CIF Limassol, Cyprus	$1.19M	+$1.21M	2	4.12%	New
531	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.18M	-$228K	2	0.03%	Reduced
532	E. Ohman J:or Asset Management Stockholm, Sweden	$1.17M	$0	2	0.2%	Maintained
533	ClearBridge Investments New York	$1.16M	-$78.9K	2	0%	Reduced
534	Ladenburg Thalmann Financial Services Miami, Florida	$1.14M	-$605K	3	0.02%	Reduced
535	Calamos Wealth Management Naperville, Illinois	$1.13M	-$136K	1	0.2%	Reduced
536	Prudential plc London, England, United Kingdom	$1.11M	+$440K	1	0%	Increased
537	CIBC World Market Toronto, Ontario, Canada	$1.07M	+$233K	1	0%	Increased
538	DTL Dynamic Technology Lab Singapore	$1.05M	-$216K	1	0.28%	Reduced
539	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.05M	+$3.85K	2	0.07%	Increased
540	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$1.03M	+$1.02M	1	0.79%	New
541	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.02M	$0	2	0.47%	Maintained
542	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.02M	$0	2	0.06%	Maintained
543	Fulton Bank Lancaster, Pennsylvania	$1.01M	+$2.98K	1	0.1%	Increased
544	Bank of Nova Scotia Toronto, Ontario, Canada	$1.01M	+$68.3K	1	0.01%	Increased
545	BCM Bluefin Capital Management New York	$1.01M	+$470K	1	0.1%	Increased
546	SLF Sun Life Financial Toronto, Ontario, Canada	$1.01M	-$621K	1	0.12%	Reduced
547	PineBridge Investments New York	$1.01M	+$86.7K	2	0.05%	Increased
548	QAM Quantres Asset Management Cayman, Cayman Islands	$1.01M	+$997K	1	0.63%	New
549	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1M	+$988K	1	0.39%	New
550	RIA RPG Investment Advisory Pleasanton, California	$999K	+$692K	1	0.27%	Increased