← 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	NRS Neville Rodie & Shaw New York	$1.74M	-$52.3K	1	0.2%	Reduced
527	GAM Gemmer Asset Management Walnut Creek, California	$1.74M	$0	1	0.73%	Maintained
528	KIA KCM Investment Advisors Greenbrae, California	$1.73M	-$81.9K	1	0.11%	Reduced
529	Peconic Partners New York	$1.73M	+$1.74M	1	0.28%	New
530	Allstate Corporation Northbrook, Illinois	$1.73M	-$1.19M	1	0.09%	Reduced
531	DP Dearborn Partners Chicago, Illinois	$1.69M	-$9.84K	1	0.12%	Reduced
532	UMB Bank Kansas City, Missouri	$1.69M	-$95.4K	1	0.06%	Reduced
533	NCGI Next Century Growth Investors Plymouth, Minnesota	$1.67M	-$825K	1	0.16%	Reduced
534	Group One Trading Chicago, Illinois	$1.64M	-$307K	2	0.02%	Reduced
535	Wedbush Securities Los Angeles, California	$1.64M	+$266K	1	0.21%	Increased
536	Advisory Services Network Atlanta, Georgia	$1.64M	+$127K	2	0.21%	Increased
537	Veritable Wilmington, Delaware	$1.63M	+$265K	1	0.04%	Increased
538	Tudor Investment Corp Stamford, Connecticut	$1.61M	-$6.77M	1	0.05%	Reduced
539	Dakota Wealth Management Palm Beach Gardens, Florida	$1.61M	+$538K	1	0.89%	Increased
540	NPT Nixon Peabody Trust Boston, Massachusetts	$1.6M	+$60.5K	1	1.48%	Increased
541	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.59M	+$52.6K	1	0.28%	Increased
542	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$1.58M	-$35.6K	1	0.01%	Reduced
543	Capital Fund Management (CFM) Paris, France	$1.58M	-$16.2M	1	0.01%	Reduced
544	Conning Inc Hartford, Connecticut	$1.57M	-$9.06K	1	0.06%	Reduced
545	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.57M	-$70.3K	2	0.01%	Reduced
546	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$1.57M	+$395K	1	0.36%	Increased
547	Prudential plc London, England, United Kingdom	$1.56M	-$34.8K	1	0.01%	Reduced
548	ID Integral Derivatives New York	$1.55M	-$847K	1	0.03%	Reduced
549	LBC Lawrence B. Cohen	$1.54M	+$165K	1	0.99%	Increased
550	GIM Grassi Investment Management Santa Clara, California	$1.46M	+$327K	1	0.26%	Increased