← 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
626	EVM Evelyn V. Moreno	$11.5M	-$406K	1	3.11%	Reduced
627	OA Oak Associates Akron, Ohio	$11.5M	$0	1	0.77%	Maintained
628	SCM Sandler Capital Management New York	$11.5M	+$10M	1	1.15%	New
629	Twin Tree Management Dallas, Texas	$11.4M	-$3.42M	2	0.05%	Reduced
630	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$11.4M	+$4.67M	2	0.82%	Increased
631	Capital Fund Management (CFM) Paris, France	$11.4M	+$1.82M	2	0.14%	Increased
632	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$11.4M	-$57.8K	1	2.26%	Reduced
633	E. Ohman J:or Asset Management Stockholm, Sweden	$11.3M	+$1.09M	2	0.56%	Increased
634	IRF IBM Retirement Fund Armonk, New York	$11.3M	+$2.75M	3	0.97%	Increased
635	Scout Investments Kansas City, Missouri	$11.2M	+$11.6K	1	0.25%	Increased
636	KA Kintegral Advisory New York	$11.2M	-$316K	2	1.7%	Reduced
637	MUFG Securities EMEA London, United Kingdom	$11.2M	-$24.1M	2	0.11%	Reduced
638	AP Archon Partners Princeton Junction, New Jersey	$11.2M	$0	1	1.76%	Maintained
639	SCP Steamboat Capital Partners Rye, New York	$11.1M	+$9.67M	1	1.81%	New
640	Central Trust Company Jefferson City, Missouri	$11.1M	+$579K	2	0.5%	Increased
641	Johnson Investment Counsel Cincinnati, Ohio	$11M	-$291K	2	0.2%	Reduced
642	Parallel Advisors San Francisco, California	$11M	-$449K	3	0.68%	Reduced
643	BP Broadleaf Partners Hudson, Ohio	$11M	-$39.2K	2	4.84%	Reduced
644	JCM Janney Capital Management Pittsburgh, Pennsylvania	$10.9M	-$385K	1	0.74%	Reduced
645	BII Bainco International Investors Boston, Massachusetts	$10.8M	+$345K	1	1.38%	Increased
646	SSB Sandy Spring Bank Olney, Maryland	$10.8M	+$107K	2	0.74%	Increased
647	Capital International Los Angeles, California	$10.8M	-$6.44M	1	0.73%	Reduced
648	RCM Ratan Capital Management Miami Beach, Florida	$10.8M	$0	1	1.59%	Maintained
649	S Surevest Los Angeles, California	$10.8M	-$100K	2	4.23%	Reduced
650	Group One Trading Chicago, Illinois	$10.6M	+$1.22M	2	0.03%	Increased