← 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
351
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.45M +$88K 1 0.05% Increased
352
Calamos Wealth Management
Calamos Wealth Management
Illinois
$1.44M -$267K 2 0.47% Reduced
353
BB&T Securities
BB&T Securities
Virginia
$1.43M +$193K 2 0.04% Increased
354
SG
Somerset Group
Minnesota
$1.43M -$384K 1 1.06% Reduced
355
RA
RiverPark Advisors
New York
$1.3M +$1.37M 1 0.96% New
356
ICMC
Intrepid Capital Management (Connecticut)
Connecticut
$1.28M -$172K 1 0.91% Reduced
357
GML
Gems Management Ltd
Bahamas
$1.28M +$1.12M 1 1.81% New
358
FMT
First Mercantile Trust
Tennessee
$1.26M +$1.69K 3 0.1% Increased
359
SCM
Stevens Capital Management
Pennsylvania
$1.18M +$1M 1 0.03% Increased
360
Natixis Advisors
Natixis Advisors
Massachusetts
$1.17M -$118K 1 0.02% Reduced
361
FPC
Falcon Point Capital
California
$1.15M +$1M 1 1.22% New
362
Putnam Investments
Putnam Investments
Massachusetts
$1.14M +$42.8K 1 0% Increased
363
HighTower Advisors
HighTower Advisors
Illinois
$1.13M -$77.3K 1 0.03% Reduced
364
FIG
Fortress Investment Group
New York
$1.12M +$746K 1 0.02% Increased
365
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$1.12M +$93.3K 1 0.04% Increased
366
CIG
Consolidated Investment Group
Colorado
$1.1M +$974K 1 0.75% New
367
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$1.08M -$12.2K 2 0.02% Reduced
368
Amalgamated Bank
Amalgamated Bank
New York
$1.08M +$277K 2 0.35% Increased
369
Norinchukin Bank
Norinchukin Bank
Japan
$1.07M +$81.6K 1 0.03% Increased
370
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$1.05M +$389K 3 0.11% Increased
371
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$1.04M -$9.68M 1 0.01% Reduced
372
JAMONY
Jacob Asset Management of New York
California
$1.04M $0 1 1.28% Maintained
373
JGC
J. Goldman & Co
New York
$1.04M -$5.44M 1 0.1% Reduced
374
Truist Financial
Truist Financial
North Carolina
$1.02M -$29.6K 1 0.04% Reduced
375
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.02M $0 1 0.16% Maintained