← 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
726	CIA Covington Investment Advisors Ligonier, Pennsylvania	$13.3M	-$10.2K	1	2.85%	Reduced
727	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$13.2M	+$566K	1	3.48%	Increased
728	DCM Dupont Capital Management Wilmington, Delaware	$13.2M	-$1.43M	3	0.41%	Reduced
729	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$13M	+$704K	2	0.51%	Increased
730	RIA RPG Investment Advisory Pleasanton, California	$13M	-$1.72M	2	2.14%	Reduced
731	GFA Gifford Fong Associates Lafayette, California	$12.9M	$0	1	2.51%	Maintained
732	SRC Shufro Rose & Co New York	$12.8M	+$83.6K	1	1.01%	Increased
733	Quadrature Capital London, United Kingdom	$12.8M	-$22.7M	1	0.47%	Reduced
734	Caprock Group Boise, Idaho	$12.8M	-$360K	3	1.14%	Reduced
735	Johnson Investment Counsel Cincinnati, Ohio	$12.7M	+$165K	2	0.17%	Increased
736	TC TwinBeech Capital Purchase, New York	$12.7M	+$5.32M	4	0.89%	Increased
737	P Pitcairn Conshohocken, Pennsylvania	$12.6M	+$1.22M	3	0.87%	Increased
738	AP Atlas Principals Charlotte, North Carolina	$12.6M	+$3.74M	1	5.92%	Increased
739	TCM Thames Capital Management Roseland, New Jersey	$12.6M	+$11.8M	1	2.75%	New
740	U.S. Capital Wealth Advisors Austin, Texas	$12.6M	+$12.3M	3	0.55%	New
741	H Hexavest Montreal, Quebec, Canada	$12.5M	-$2.04M	2	0.77%	Reduced
742	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$12.5M	+$189K	1	2.05%	Increased
743	MIC Means Investment Company Bangor, Maine	$12.5M	+$692K	3	2.47%	Increased
744	PHK Point72 Hong Kong Hong Kong	$12.5M	+$3.47M	2	0.41%	Increased
745	PHAM Pacific Heights Asset Management San Francisco, California	$12.5M	$0	1	1.19%	Maintained
746	Tidal Investments Milwaukee, Wisconsin	$12.5M	+$2.49M	3	0.47%	Increased
747	Douglass Winthrop Advisors New York	$12.5M	+$1.13M	3	0.31%	Increased
748	CI Cigna Investments Bloomfield, Connecticut	$12.3M	+$187K	4	0.92%	Increased
749	KA Kintegral Advisory New York	$12.3M	$0	2	1.44%	Maintained
750	CCM Crossvault Capital Management San Antonio, Texas	$12.2M	-$57.9K	3	3.85%	Reduced