← 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
376
HPA
Hilltop Park Associates
New York
$1.43M -$598K 1 1.64% Reduced
377
TH
Timber Hill
Connecticut
$1.41M +$1.48M 1 0.01% New
378
Evercore Wealth Management
Evercore Wealth Management
New York
$1.4M +$1.47M 2 0.08% New
379
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.4M +$288K 2 0.01% Increased
380
Natixis Advisors
Natixis Advisors
Massachusetts
$1.37M +$5.02K 1 0.02% Increased
381
CRCP
Copper Rock Capital Partners
Massachusetts
$1.35M +$996K 1 0.13% Increased
382
Norinchukin Bank
Norinchukin Bank
Japan
$1.33M +$150K 1 0.04% Increased
383
DMAM
Del Mar Asset Management
New York
$1.31M +$1.27M 1 0.94% New
384
FWCM
First Western Capital Management
California
$1.3M -$50.8K 1 0.46% Reduced
385
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$1.27M +$399K 2 0.22% Increased
386
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.25M +$500K 1 0.07% Increased
387
FMT
First Mercantile Trust
Tennessee
$1.24M -$174K 3 0.09% Reduced
388
BSPF
British Steel Pension Fund
United Kingdom
$1.23M +$1.29M 1 0.12% New
389
SSWM
Sheets Smith Wealth Management
North Carolina
$1.22M +$1.29M 1 0.34% New
390
FAM
Fortaleza Asset Management
Illinois
$1.2M -$398K 1 0.61% Reduced
391
Andra AP-fonden
Andra AP-fonden
Sweden
$1.18M +$1.24M 1 0.03% New
392
ACI
Advance Capital I
Michigan
$1.17M +$1.23M 1 0.61% New
393
FPC
Falcon Point Capital
California
$1.16M -$179K 1 1.11% Reduced
394
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.15M +$303K 1 0.02% Increased
395
AP
AlpInvest Partners
Netherlands
$1.15M -$3.23M 1 2.66% Reduced
396
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$1.15M +$81.1K 2 0.02% Increased
397
KRSITF
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.1M -$17.6K 1 0.19% Reduced
398
Creative Planning
Creative Planning
Kansas
$1.1M +$121K 3 0.02% Increased
399
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$1.09M -$334K 1 0.03% Reduced
400
Glenmede Trust
Glenmede Trust
Pennsylvania
$1.08M -$16.7K 2 0.01% Reduced