← 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
576
ECM
Everence Capital Management
Indiana
$1.08M $0 1 0.28% Maintained
577
TNAM
Terra Nova Asset Management
New York
$1.05M +$30.6K 1 2.11% Increased
578
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$1.05M +$1.01M 1 0.13% New
579
CONA
Capital One National Association
New York
$1.04M +$191K 1 0.08% Increased
580
SGI
Summit Global Investments
Utah
$1.04M +$136K 1 0.34% Increased
581
Royce & Associates
Royce & Associates
New York
$1.04M +$390K 1 0.01% Increased
582
ZCM
Zebra Capital Management
Connecticut
$1.03M -$58.3K 1 0.32% Reduced
583
Dakota Wealth Management
Dakota Wealth Management
Florida
$1.02M +$991K 1 0.6% New
584
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.01M -$21.3M 1 0.01% Reduced
585
FAM
Fortaleza Asset Management
Illinois
$1.01M -$5.67K 2 2.04% Reduced
586
IRF
IBM Retirement Fund
New York
$991K -$5.67M 2 0.28% Reduced
587
NIT
NumerixS Investment Technologies
British Columbia, Canada
$991K -$713K 2 0.11% Reduced
588
TCTC Holdings
TCTC Holdings
Texas
$962K $0 1 0.06% Maintained
589
Sterling Capital Management
Sterling Capital Management
North Carolina
$956K -$512K 1 0.01% Reduced
590
TSWM
Triangle Securities Wealth Management
North Carolina
$953K -$14K 1 0.61% Reduced
591
Verition Fund Management
Verition Fund Management
Connecticut
$922K -$817K 2 0.09% Reduced
592
PAM
Private Asset Management
California
$915K +$328K 1 0.15% Increased
593
RMAM
Raab & Moskowitz Asset Management
New Jersey
$911K +$43.1K 1 0.48% Increased
594
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$907K $0 1 0.41% Maintained
595
TCM
Teza Capital Management
Illinois
$900K +$872K 1 0.26% New
596
FBT
First Bank & Trust
South Dakota
$897K -$88K 2 0.77% Reduced
597
Private Advisor Group
Private Advisor Group
New Jersey
$894K -$36.1K 1 0.03% Reduced
598
BSPF
British Steel Pension Fund
United Kingdom
$888K -$69.8K 1 0.1% Reduced
599
Voloridge Investment Management
Voloridge Investment Management
Florida
$883K +$870K 1 0.02% New
600
Mariner
Mariner
Kansas
$876K -$230K 2 0.04% Reduced