← 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
Brinker Capital
Brinker Capital
Pennsylvania
$5.41M +$1.08M 2 0.25% Increased
377
SCM
Sandler Capital Management
New York
$5.38M +$5.21M 1 0.37% New
378
Amalgamated Bank
Amalgamated Bank
New York
$5.37M -$2.22M 3 0.27% Reduced
379
CAM
Capstone Asset Management
Texas
$5.34M -$129K 2 0.15% Reduced
380
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$5.3M -$3.46K 2 0.04% Reduced
381
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$5.03M +$5.01M 1 0.06% New
382
Glenmede Trust
Glenmede Trust
Pennsylvania
$5M +$1.41M 3 0.02% Increased
383
MC
Mathes Company
New York
$5M -$29.2K 1 2.66% Reduced
384
APC
Alta Park Capital
California
$4.95M +$4.79M 1 5.05% New
385
Perpetual Ltd
Perpetual Ltd
Australia
$4.9M $0 1 0.49% Maintained
386
FA
FDx Advisors
Illinois
$4.85M -$57.8K 2 0.15% Reduced
387
BOK Financial
BOK Financial
Oklahoma
$4.82M +$402K 2 0.15% Increased
388
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$4.72M +$240K 1 0.32% Increased
389
SPM
Symmetry Peak Management
Pennsylvania
$4.66M +$4.51M 1 0.7% New
390
EP
Elkfork Partners
Oregon
$4.63M +$185K 1 0.14% Increased
391
SCM
Sitrin Capital Management
California
$4.63M -$24.7K 1 3.33% Reduced
392
CWM
Cabot Wealth Management
Massachusetts
$4.57M -$101K 1 1.12% Reduced
393
Whittier Trust
Whittier Trust
California
$4.53M +$155K 2 0.18% Increased
394
Nippon Life Insurance
Nippon Life Insurance
Japan
$4.53M +$423K 2 0.09% Increased
395
OA
Oak Associates
Ohio
$4.38M -$3.04M 1 0.35% Reduced
396
WIC
Water Island Capital
New York
$4.36M +$4.23M 1 0.25% New
397
RSS
Rosenblum Silverman Sutton
California
$4.33M -$12.1K 1 1.83% Reduced
398
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$4.32M -$405K 1 0.12% Reduced
399
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.31M +$623K 3 0.06% Increased
400
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.29M -$36.6K 2 0.03% Reduced