← 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
451	OGC Oak Grove Capital North Hampton, New Hampshire	$15.8M	+$5M	2	6.17%	Increased
452	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$15.8M	+$978K	1	2.13%	Increased
453	SAM Shell Asset Management The Hague, Netherlands	$15.7M	-$1.21M	3	0.34%	Reduced
454	Trillium Asset Management Boston, Massachusetts	$15.5M	-$206K	1	0.69%	Reduced
455	Tocqueville Asset Management New York	$15.5M	-$40.5M	2	0.23%	Reduced
456	Whittier Trust South Pasadena, California	$15.5M	-$4.34M	2	0.41%	Reduced
457	Alpha Wave Global New York	$15.3M	-$2.12M	1	2.97%	Reduced
458	Westwood Holdings Group Dallas, Texas	$15.2M	-$249K	1	0.16%	Reduced
459	GH GAM Holding Zurich, Switzerland	$15.1M	+$6.6M	3	0.72%	Increased
460	ORI Oak Ridge Investments Chicago, Illinois	$15.1M	-$624K	2	1.11%	Reduced
461	SSA South Street Advisors New York	$15M	+$48.3K	1	3.89%	Increased
462	Glenmede Trust Philadelphia, Pennsylvania	$15M	+$4.3M	3	0.07%	Increased
463	New Mexico Educational Retirement Board Santa Fe, New Mexico	$14.8M	+$3.82M	2	0.62%	Increased
464	NOCM Night Owl Capital Management Greenwich, Connecticut	$14.8M	+$25.8K	1	4.26%	Increased
465	JMFC J.M. Forbes & Co Boston, Massachusetts	$14.7M	+$901K	1	2.41%	Increased
466	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$14.6M	+$5.16M	3	0.26%	Increased
467	MSR Main Street Research Lakeville, Connecticut	$14.5M	-$144K	1	2.28%	Reduced
468	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$14.4M	-$105K	1	2.62%	Reduced
469	SW SVB Wealth Boston, Massachusetts	$14.4M	-$164K	2	0.26%	Reduced
470	TCM Tygh Capital Management Portland, Oregon	$14.4M	+$1.58M	1	2.38%	Increased
471	Quadrature Capital London, United Kingdom	$14.3M	-$12.4M	3	0.54%	Reduced
472	Brinker Capital Berwyn, Pennsylvania	$14.2M	+$1.72M	3	0.44%	Increased
473	FCI Financial Counselors Inc Overland Park, Kansas	$14.1M	+$414K	2	0.5%	Increased
474	Chilton Capital Management Houston, Texas	$14.1M	+$69.3K	1	1.13%	Increased
475	Voloridge Investment Management Jupiter, Florida	$14.1M	+$4.43M	2	0.27%	Increased