← 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	Koshinski Asset Management Decatur, Illinois	$1.78M	+$1.27M	1	0.58%	Increased
552	Level Four Advisory Services Dallas, Texas	$1.77M	+$629K	2	0.16%	Increased
553	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.74M	+$20.2K	2	0.01%	Increased
554	LBC Lawrence B. Cohen	$1.73M	+$65.8K	1	1.13%	Increased
555	Jasper Ridge Partners Menlo Park, California	$1.73M	+$1.65M	2	0.09%	New
556	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.72M	+$700K	2	0.17%	Increased
557	ETrade Capital Management Arlington, Virginia	$1.71M	+$284K	2	0.06%	Increased
558	GIM Grassi Investment Management Santa Clara, California	$1.71M	+$129K	1	0.29%	Increased
559	Conning Inc Hartford, Connecticut	$1.7M	+$1.84K	1	0.06%	Increased
560	Wedbush Securities Los Angeles, California	$1.69M	-$81K	1	0.22%	Reduced
561	ING Group Amsterdam, Netherlands	$1.68M	-$3.02M	1	0.03%	Reduced
562	Atria Investments Charlotte, North Carolina	$1.67M	+$187K	2	0.09%	Increased
563	NCGI Next Century Growth Investors Plymouth, Minnesota	$1.66M	-$136K	1	0.2%	Reduced
564	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.65M	-$58K	1	0.29%	Reduced
565	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.65M	-$385K	1	0.09%	Reduced
566	CC ClearArc Capital Cincinnati, Ohio	$1.64M	+$103K	1	0.25%	Increased
567	Walleye Trading New York	$1.63M	-$2.08M	1	0.01%	Reduced
568	CWM CMH Wealth Management Portsmouth, New Hampshire	$1.62M	-$763K	1	1.2%	Reduced
569	PWAG Polaris Wealth Advisory Group San Rafael, California	$1.62M	+$236K	1	0.14%	Increased
570	JIR James Investment Research Alpha, Ohio	$1.62M	+$1.6M	1	0.05%	New
571	State of Alaska Department of Revenue Juneau, Alaska	$1.61M	+$924K	2	0.08%	Increased
572	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$1.59M	-$165K	3	0.11%	Reduced
573	WI WBI Investments Red Bank, New Jersey	$1.58M	+$1.57M	1	0.07%	New
574	Laird Norton Wetherby Wealth Management San Francisco, California	$1.55M	+$68K	2	0.23%	Increased
575	Great Lakes Advisors Chicago, Illinois	$1.54M	+$1.29M	2	0.04%	Increased