← 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
401
WFM
Wilmington Funds Management
Delaware
$710K $0 1 0.07% Maintained
402
MAI Capital Management
MAI Capital Management
Ohio
$708K +$8.17K 2 0.09% Increased
403
GIP
Granite Investment Partners
California
$705K $0 1 0.11% Maintained
404
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$691K +$62.9K 1 0.21% Increased
405
Conning Inc
Conning Inc
Connecticut
$690K +$10.4K 1 0.05% Increased
406
DnB Asset Management
DnB Asset Management
Norway
$686K +$99.9K 1 0.02% Increased
407
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$659K -$268K 1 0% Reduced
408
SCI
S&CO Inc
Massachusetts
$657K $0 1 0.12% Maintained
409
MCM
Mazama Capital Management
Oregon
$655K +$96.8K 1 0.36% Increased
410
Quantbot Technologies
Quantbot Technologies
New York
$648K -$1.81M 2 0.4% Reduced
411
ECM
Everence Capital Management
Indiana
$643K $0 1 0.28% Maintained
412
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$642K $0 1 0.35% Maintained
413
OI
Oakbrook Investments
Illinois
$638K +$182K 1 0.02% Increased
414
PCM
Prelude Capital Management
New York
$638K -$56.6K 1 0.1% Reduced
415
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$619K -$1.28M 1 0% Reduced
416
WTIM
Wilmington Trust Investment Management
Delaware
$602K $0 1 0.13% Maintained
417
LPL Financial
LPL Financial
California
$599K +$268K 2 0% Increased
418
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$592K +$589K 2 0.02% New
419
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K +$66.6K 2 0.02% Increased
420
Stifel Nicolaus & Co
Stifel Nicolaus & Co
Missouri
$577K -$79.8K 1 0.01% Reduced
421
Ronald Blue & Co
Ronald Blue & Co
Georgia
$553K +$474K 1 0.05% Increased
422
Spot Trading
Spot Trading
Illinois
$525K -$5.44M 1 0% Reduced
423
TCTC Holdings
TCTC Holdings
Texas
$515K +$136K 1 0.03% Increased
424
CC
ClearArc Capital
Ohio
$512K -$26.1K 1 0.14% Reduced
425
FA
FDx Advisors
Illinois
$496K -$73.3K 2 0.06% Reduced