← 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.52M +$292K 2 0.01% Increased
402
IA
Icon Advisers
Colorado
$1.51M $0 1 0.09% Maintained
403
Truist Financial
Truist Financial
North Carolina
$1.51M +$294K 1 0.04% Increased
404
Perigon Wealth Management
Perigon Wealth Management
California
$1.49M -$795K 1 0.41% Reduced
405
Calamos Wealth Management
Calamos Wealth Management
Illinois
$1.47M -$782K 2 0.37% Reduced
406
LPU
Lansdowne Partners (UK)
United Kingdom
$1.43M +$1.33M 1 0.01% New
407
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.42M +$892K 2 0.05% Increased
408
SIM
Spark Investment Management
New York
$1.39M +$1.29M 1 0.19% New
409
CC
Cipher Capital
New York
$1.38M +$925K 2 0.23% Increased
410
Vident Investment Advisory
Vident Investment Advisory
Georgia
$1.38M +$1.29M 1 0.28% New
411
CL
CSS LLC
Illinois
$1.36M -$280K 1 0.07% Reduced
412
WhitTier Trust Company
WhitTier Trust Company
Nevada
$1.35M +$22K 1 0.15% Increased
413
SAM
Symphony Asset Management
California
$1.35M +$2.36K 1 0.16% Increased
414
SM
Southport Management
Wyoming
$1.34M -$1.24M 1 1.4% Reduced
415
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$1.33M +$61.4K 1 0.04% Increased
416
BOK Financial
BOK Financial
Oklahoma
$1.32M +$292K 2 0.04% Increased
417
Candriam SCA
Candriam SCA
Luxembourg
$1.31M +$63.6K 1 0.03% Increased
418
Suntrust Banks
Suntrust Banks
Georgia
$1.31M +$295K 2 0.01% Increased
419
KRSITF
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.3M -$86.8K 1 0.22% Reduced
420
AWA
Arete Wealth Advisors
Illinois
$1.19M +$1.11M 1 0.77% New
421
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$1.19M +$30.6K 1 0.08% Increased
422
MAI Capital Management
MAI Capital Management
Ohio
$1.16M +$7.45K 2 0.08% Increased
423
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$1.16M -$7.05M 2 0.06% Reduced
424
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$1.16M -$136K 1 0.09% Reduced
425
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.15M +$161K 2 0.03% Increased