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 | |
|---|---|---|---|---|---|---|---|
| 601 |
SRC
Shufro Rose & Co
New York
| $9.06M | -$83.9K | 1 | 0.89% | Reduced |
|
| 602 |
RCM
Ratan Capital Management
Miami Beach,
Florida
| $9.02M | -$3.27M | 1 | 3.01% | Reduced |
|
| 603 |
Pinnacle Associates
New York
| $9.01M | -$1.71M | 2 | 0.22% | Reduced |
|
| 604 |
I
IberiaBank
Lafayette,
Louisiana
| $8.96M | -$694K | 1 | 1.06% | Reduced |
|
| 605 |
CI
Cigna Investments
Bloomfield,
Connecticut
| $8.92M | +$1.71M | 2 | 0.84% | Increased |
|
| 606 |
EVM
Evelyn V. Moreno
| $8.91M | -$35K | 1 | 2.59% | Reduced |
|
| 607 |
CI
Cooper Investors
Melbourne, Victoria,
Australia
| $8.91M | +$8.01M | 1 | 0.93% | New |
|
| 608 |
Walleye Trading
New York
| $8.9M | +$1.84M | 2 | 0.06% | Increased |
|
| 609 |
Sumitomo Life Insurance
Tokyo,
Japan
| $8.88M | +$319K | 2 | 0.48% | Increased |
|
| 610 |
Parallel Advisors
San Francisco,
California
| $8.84M | +$1.1M | 3 | 0.58% | Increased |
|
| 611 |
PAM
Premier Asset Management
Chicago,
Illinois
| $8.84M | -$240K | 1 | 2.95% | Reduced |
|
| 612 |
MAM
Meeder Asset Management
Dublin,
Ohio
| $8.8M | +$6.79M | 2 | 0.57% | Increased |
|
| 613 |
AWS
AJ Wealth Strategies
New York
| $8.77M | -$1.17M | 2 | 0.97% | Reduced |
|
| 614 |
BP
Broadleaf Partners
Hudson,
Ohio
| $8.76M | +$149K | 2 | 4.29% | Increased |
|
| 615 |
KA
Kintegral Advisory
New York
| $8.73M | $0 | 2 | 1.4% | Maintained |
|
| 616 |
TM
Tiger Management
New York
| $8.71M | -$1.85M | 1 | 2.4% | Reduced |
|
| 617 |
Eagle Global Advisors
Houston,
Texas
| $8.69M | -$104K | 1 | 0.78% | Reduced |
|
| 618 |
S
Surevest
Los Angeles,
California
| $8.59M | +$1.05M | 2 | 3.8% | Increased |
|
| 619 |
PP
PDT Partners
New York
| $8.59M | +$7.91M | 2 | 0.58% | New |
|
| 620 |
NRS
Neville Rodie & Shaw
New York
| $8.57M | $0 | 1 | 0.88% | Maintained |
|
| 621 |
OA
Oak Associates
Akron,
Ohio
| $8.56M | +$115K | 1 | 0.57% | Increased |
|
| 622 |
Phoenix Financial
Givatayim,
Israel
| $8.55M | +$2.01M | 2 | 0.36% | Increased |
|
| 623 |
TCM
Twin Capital Management
Mcmurray,
Pennsylvania
| $8.53M | +$1.37M | 1 | 0.82% | Increased |
|
| 624 |
BCMO
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $8.51M | +$715K | 1 | 1.86% | Increased |
|
| 625 |
Johnson Investment Counsel
Cincinnati,
Ohio
| $8.5M | +$497K | 2 | 0.17% | Increased |
|