← 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
626	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$637K	+$72.6K	1	0.71%	Increased
627	Royce & Associates New York	$633K	+$620K	1	0%	New
628	TIA Tiemann Investment Advisors Menlo Park, California	$626K	-$10.9K	1	0.61%	Reduced
629	Cetera Advisor Networks El Segundo, California	$623K	-$421K	1	0.03%	Reduced
630	Intact Investment Management Montreal, Quebec, Canada	$623K	-$239K	1	0.02%	Reduced
631	BTNA Bremer Trust National Association St. Cloud, Minnesota	$619K	+$130K	1	0.17%	Increased
632	CIM CIM Investment Management Pittsburgh, Pennsylvania	$617K	+$9.51K	1	0.22%	Increased
633	QI Quotient Investors New York	$616K	$0	1	0.39%	Maintained
634	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$616K	$0	1	0.06%	Maintained
635	WIM Weitz Investment Management Omaha, Nebraska	$616K	+$653K	1	0.02%	New
636	MC Montag & Caldwell Atlanta, Georgia	$610K	+$597K	1	0.01%	New
637	IC Intersect Capital San Ramon, California	$605K	+$138K	1	0.45%	Increased
638	Edgewood Management Greenwich, Connecticut	$599K	-$1.13M	1	0%	Reduced
639	Gofen & Glossberg Chicago, Illinois	$593K	-$38.9K	1	0.02%	Reduced
640	DBG De Burlo Group Boston, Massachusetts	$592K	-$1.61M	1	0.14%	Reduced
641	OLA Oliver Luxxe Assets Gladstone, New Jersey	$588K	+$623K	1	0.41%	New
642	IPAM ICICI Prudential Asset Management Mumbai, India	$568K	+$602K	1	0.6%	New
643	Bessemer Group Woodbridge, New Jersey	$567K	+$218K	2	0%	Increased
644	Fifth Third Bancorp Cincinnati, Ohio	$567K	-$94K	3	0%	Reduced
645	IFM Investors Melbourne, Australia	$564K	+$598K	1	0.27%	New
646	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$562K	$0	1	0.03%	Maintained
647	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$559K	$0	1	0.2%	Maintained
648	FC FIC Capital New York	$558K	+$591K	1	0.28%	New
649	PIM Parker Investment Management Menlo Park, California	$551K	$0	1	0.3%	Maintained
650	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$548K	-$218K	1	0.35%	Reduced