← 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
SI
Sensato Investors
California
$2.24M +$2.07M 1 0.48% New
377
RW
Rand Wealth
Maryland
$2.22M +$4.34K 1 0.3% Increased
378
KeyBank National Association
KeyBank National Association
Ohio
$2.17M +$32.4K 2 0.01% Increased
379
GE
General Electric
Ohio
$2.13M +$1.98M 1 0.01% New
380
DAM
Deltec Asset Management
New York
$2.12M +$737K 2 0.46% Increased
381
Magnetar Financial
Magnetar Financial
Illinois
$2.12M +$1.97M 1 0.04% New
382
Analytic Investors
Analytic Investors
California
$2.08M -$668 1 0.03% Reduced
383
ClearBridge Investments
ClearBridge Investments
New York
$2.07M -$2.35M 2 0% Reduced
384
AW
ACG Wealth
Georgia
$2.02M +$306K 1 0.53% Increased
385
GACM
Green Arrow Capital Management
New York
$2.01M +$1.87M 1 0.25% New
386
FMT
First Mercantile Trust
Tennessee
$1.99M +$534K 3 0.16% Increased
387
GIM
Grassi Investment Management
California
$1.97M +$211K 1 0.37% Increased
388
Creative Planning
Creative Planning
Kansas
$1.9M +$451K 3 0.02% Increased
389
Evercore Wealth Management
Evercore Wealth Management
New York
$1.88M +$6.63K 3 0.09% Increased
390
Natixis Advisors
Natixis Advisors
Massachusetts
$1.87M +$213K 1 0.03% Increased
391
DnB Asset Management
DnB Asset Management
Norway
$1.78M -$428K 1 0.04% Reduced
392
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$1.77M +$163K 2 0.06% Increased
393
TFCM
Taylor Frigon Capital Management
Arizona
$1.74M -$43.6K 1 1.6% Reduced
394
AP
AlpInvest Partners
Netherlands
$1.73M +$1.61M 1 3.24% New
395
DRS
Deane Retirement Strategies
Louisiana
$1.69M +$5.34M 1 1.63% New
396
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$1.62M +$1.51M 1 0.44% New
397
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$1.61M -$218K 1 0.15% Reduced
398
Sterling Capital Management
Sterling Capital Management
North Carolina
$1.59M -$192K 1 0.01% Reduced
399
Nordea Investment Management
Nordea Investment Management
Sweden
$1.54M +$106K 2 0.01% Increased
400
GS
GAM Systematic
United Kingdom
$1.54M +$296K 1 0.21% Increased