← 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
651	TNAM Terra Nova Asset Management New York	$1.29M	-$8.66K	1	2.25%	Reduced
652	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.29M	$0	2	0.62%	Maintained
653	BO Bank OZK Little Rock, Arkansas	$1.29M	+$92K	1	0.49%	Increased
654	MCIM Meadow Creek Investment Management Atlanta, Georgia	$1.29M	-$325K	1	0.03%	Reduced
655	KCM Karp Capital Management Sausalito, California	$1.25M	+$225K	1	0.53%	Increased
656	TCM Teza Capital Management Chicago, Illinois	$1.24M	+$1.23M	1	0.74%	New
657	Segall Bryant & Hamill Chicago, Illinois	$1.23M	+$66.4K	2	0.03%	Increased
658	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$1.23M	+$510	1	0.7%	Increased
659	BW Gestao de Investimentos Sao Paulo, Brazil	$1.23M	$0	1	0.18%	Maintained
660	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$1.23M	+$912K	1	0.34%	New
661	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.21M	-$126K	1	1.39%	Reduced
662	Hills Bank & Trust North Liberty, Iowa	$1.2M	+$30.1K	1	0.35%	Increased
663	FRM Fox Run Management Greenwich, Connecticut	$1.19M	+$452K	2	0.35%	Increased
664	FBT First Bank & Trust Brookings, South Dakota	$1.19M	+$47.9K	2	0.94%	Increased
665	TCTC Holdings Dallas, Texas	$1.19M	$0	1	0.06%	Maintained
666	SBA Seven Bridges Advisors New York	$1.19M	-$411K	1	0.96%	Reduced
667	SC Slow Capital Greenbrae, California	$1.18M	+$1.17M	1	0.61%	New
668	First Manhattan New York	$1.17M	+$1.06M	2	0.01%	Increased
669	MCM Murphy Capital Management Bedminster, New Jersey	$1.17M	-$139K	1	0.16%	Reduced
670	OAM Oxford Asset Management Oxford, United Kingdom	$1.17M	-$3.67M	1	0.03%	Reduced
671	Lincoln National Corp Radnor, Pennsylvania	$1.16M	+$787K	2	0.04%	Increased
672	OLA Oliver Luxxe Assets Gladstone, New Jersey	$1.16M	+$158K	1	0.7%	Increased
673	RCM Riverhead Capital Management Wilmington, Delaware	$1.15M	-$959K	1	0.05%	Reduced
674	Ballentine Partners Waltham, Massachusetts	$1.13M	-$76.8K	1	0.06%	Reduced
675	YWP YorkBridge Wealth Partners New York	$1.13M	+$32.2K	2	0.54%	Increased