← 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
501
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.31M +$1.44M 1 0.01% New
502
ClearBridge Investments
ClearBridge Investments
New York
$1.31M -$68.5K 1 0% Reduced
503
Fulton Bank
Fulton Bank
Pennsylvania
$1.31M +$438K 1 0.12% Increased
504
Allstate Corporation
Allstate Corporation
Illinois
$1.3M +$1.43M 1 0.09% New
505
Group One Trading
Group One Trading
Illinois
$1.3M +$766K 1 0.01% Increased
506
MAM
Myriad Asset Management
Hong Kong
$1.29M +$1.42M 1 0.08% New
507
CWM
Concert Wealth Management
California
$1.29M +$51.7K 2 0.16% Increased
508
AF
Aldebaran Financial
$1.29M +$1.41M 1 1.02% New
509
HIM
Hutchens Investment Management
New Hampshire
$1.29M +$1.41M 1 1.21% New
510
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.27M -$31.2K 2 0.04% Reduced
511
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$1.24M -$131K 1 0.13% Reduced
512
Advisor Group
Advisor Group
Arizona
$1.24M -$50.6K 3 0.03% Reduced
513
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$1.21M +$101K 2 0.18% Increased
514
GAM
Gemmer Asset Management
California
$1.2M -$4.91K 1 0.61% Reduced
515
Sterling Capital Management
Sterling Capital Management
North Carolina
$1.2M +$1.24M 1 0.01% New
516
IHL
Investment House LLC
California
$1.19M -$2.36M 1 0.18% Reduced
517
OFS
Orrstown Financial Services
Pennsylvania
$1.16M -$34.5K 1 1.22% Reduced
518
Prudential plc
Prudential plc
United Kingdom
$1.16M +$171K 1 0% Increased
519
NIT
NumerixS Investment Technologies
British Columbia, Canada
$1.14M -$3.95M 2 0.15% Reduced
520
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$1.13M +$114K 3 0.02% Increased
521
OAM
Oxford Asset Management
United Kingdom
$1.13M -$3.22M 1 0.04% Reduced
522
CC
ClearArc Capital
Ohio
$1.13M +$23.2K 1 0.21% Increased
523
Conning Inc
Conning Inc
Connecticut
$1.11M +$42.1K 1 0.04% Increased
524
Huntington National Bank
Huntington National Bank
Ohio
$1.1M -$97.1K 1 0.02% Reduced
525
ECM
Everence Capital Management
Indiana
$1.08M $0 1 0.32% Maintained