← 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
551	AHC Adell Harriman & Carpenter Houston, Texas	$7.38M	-$316K	1	1.44%	Reduced
552	OA Oak Associates Akron, Ohio	$7.34M	-$530K	1	0.45%	Reduced
553	Sit Investment Associates Minneapolis, Minnesota	$7.3M	+$848K	2	0.23%	Increased
554	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$7.29M	-$454K	1	0.43%	Reduced
555	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$7.28M	+$100K	2	0.38%	Increased
556	SIM Sentry Investment Management Stevens Point, Wisconsin	$7.27M	-$607K	1	0.5%	Reduced
557	HA H2O AM London, United Kingdom	$7.26M	+$196K	1	0.91%	Increased
558	Natixis Paris, France	$7.26M	-$50M	1	0.05%	Reduced
559	RA RiverPark Advisors New York	$7.25M	+$242K	2	3.15%	Increased
560	CIA Covington Investment Advisors Ligonier, Pennsylvania	$7.2M	+$126K	1	2.43%	Increased
561	Glenmede Trust Philadelphia, Pennsylvania	$7.18M	+$96.5K	3	0.03%	Increased
562	MC Mathes Company New York	$7.17M	+$104K	2	3.65%	Increased
563	CWM Cabot Wealth Management Salem, Massachusetts	$7.14M	-$1.89M	2	1.57%	Reduced
564	DA Duality Advisers Miami, Florida	$7.13M	+$6.98M	1	0.42%	New
565	Pinnacle Associates New York	$7.13M	+$1.94M	1	0.16%	Increased
566	KC KCL Capital New York	$7.13M	+$6.97M	1	2.04%	New
567	NIP Nicholas Investment Partners Rancho Santa Fe, California	$7.11M	+$1.66M	2	0.63%	Increased
568	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.08M	+$463K	1	0.12%	Increased
569	Huntington National Bank Columbus, Ohio	$7.08M	+$143K	3	0.12%	Increased
570	CCT Chemung Canal Trust Elmira, New York	$6.9M	+$1.67M	1	1.64%	Increased
571	BCM Bayesian Capital Management Brooklyn, New York	$6.83M	+$6.44M	3	1.31%	New
572	SHGA Sand Hill Global Advisors Palo Alto, California	$6.83M	-$226K	1	0.7%	Reduced
573	SSB Sandy Spring Bank Olney, Maryland	$6.78M	+$146K	2	0.57%	Increased
574	GCP GSA Capital Partners London, United Kingdom	$6.77M	+$5.47M	2	0.69%	Increased
575	NRS Neville Rodie & Shaw New York	$6.76M	+$818K	1	0.72%	Increased