← 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
BB&T Securities
BB&T Securities
Virginia
$2.41M +$101K 2 0.06% Increased
352
GPGA
Grandeur Peak Global Advisors
Utah
$2.41M +$2.35M 1 0.52% New
353
Glenmede Trust
Glenmede Trust
Pennsylvania
$2.4M +$1.25M 3 0.02% Increased
354
DC
Deere & Company
Illinois
$2.35M $0 1 0.13% Maintained
355
SCG
Strategic Capital Group
Washington
$2.26M +$2.1M 1 0.71% New
356
PWS
Peloton Wealth Strategists
Indiana
$2.23M +$1.52M 1 1.97% New
357
Nippon Life Insurance
Nippon Life Insurance
Japan
$2.19M -$146K 1 0.06% Reduced
358
Old National Bancorp
Old National Bancorp
Indiana
$2.17M -$28.6K 2 0.16% Reduced
359
SIM
Sentry Investment Management
Wisconsin
$2.16M +$274K 1 0.11% Increased
360
CBT
Central Bank & Trust
Kentucky
$2.13M -$861K 1 0.82% Reduced
361
CAM
Capstone Asset Management
Texas
$2.12M -$499K 1 0.07% Reduced
362
Whittier Trust
Whittier Trust
California
$2.12M -$2.49K 1 0.1% Reduced
363
Calamos Wealth Management
Calamos Wealth Management
Illinois
$2.08M -$23.3K 2 0.59% Reduced
364
CLM
ClearBridge LLC (Maryland)
Maryland
$2.05M $0 1 0.04% Maintained
365
UMB Bank
UMB Bank
Missouri
$2.04M -$3.98M 1 0.1% Reduced
366
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$2.01M -$286K 1 0.14% Reduced
367
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$1.98M -$42.8M 1 0.04% Reduced
368
Amalgamated Bank
Amalgamated Bank
New York
$1.97M +$126K 2 0.3% Increased
369
OAM
Oxford Asset Management
United Kingdom
$1.96M -$5.5M 1 0.06% Reduced
370
Perigon Wealth Management
Perigon Wealth Management
California
$1.92M $0 1 0.55% Maintained
371
RW
Rand Wealth
Maryland
$1.88M -$95.9K 1 0.27% Reduced
372
FRM
Fore Research & Management
New York
$1.86M -$2.3M 1 0.05% Reduced
373
WAS
Winch Advisory Services
Wisconsin
$1.75M +$1.63M 1 1.03% New
374
CAM
ClariVest Asset Management
California
$1.72M -$3.38M 1 0.07% Reduced
375
Citadel Advisors
Citadel Advisors
Florida
$1.65M -$27M 2 0% Reduced