← 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
551	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$856K	-$78K	1	0.9%	Reduced
552	Shelton Capital Management Denver, Colorado	$853K	+$140K	1	0.07%	Increased
553	Synovus Financial Columbus, Georgia	$851K	+$535K	1	0.02%	Increased
554	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$843K	+$922K	1	0.58%	New
555	RIA RPG Investment Advisory Pleasanton, California	$833K	-$70K	1	0.26%	Reduced
556	TCTC Holdings Dallas, Texas	$832K	$0	1	0.06%	Maintained
557	FP FDO Partners Cambridge, Massachusetts	$831K	+$909K	1	0.36%	New
558	BSPF British Steel Pension Fund London, United Kingdom	$830K	$0	1	0.11%	Maintained
559	LIA LS Investment Advisors Bloomfield Hills, Michigan	$825K	-$166K	2	0.06%	Reduced
560	Pacer Advisors Malvern, Pennsylvania	$821K	-$470K	2	0.12%	Reduced
561	Wedbush Securities Los Angeles, California	$815K	+$154K	1	0.12%	Increased
562	ETrade Capital Management Arlington, Virginia	$812K	+$176K	2	0.04%	Increased
563	BCM Boltwood Capital Management Walnut Creek, California	$809K	+$35.9K	1	0.65%	Increased
564	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$798K	-$2.33M	1	0.06%	Reduced
565	Banque Pictet & Cie Geneva 73, Switzerland	$792K	+$101K	1	0.02%	Increased
566	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$785K	+$858K	1	0.51%	New
567	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$785K	$0	1	0.39%	Maintained
568	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$777K	+$463K	1	0.44%	Increased
569	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$776K	+$848K	1	0.07%	New
570	Segall Bryant & Hamill Chicago, Illinois	$775K	+$99.8K	2	0.02%	Increased
571	FAM Fortaleza Asset Management Chicago, Illinois	$761K	-$1.09M	1	1.06%	Reduced
572	TNAM Terra Nova Asset Management New York	$761K	-$33.1K	1	1.66%	Reduced
573	Atria Investments Charlotte, North Carolina	$758K	+$182K	2	0.07%	Increased
574	SAM Symphony Asset Management San Francisco, California	$757K	-$93K	1	0.08%	Reduced
575	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$749K	+$554K	1	0.14%	Increased