← 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
851	IHT Wealth Management Chicago, Illinois	$13.5M	+$1.95M	3	0.29%	Increased
852	Adapt Investment Managers Geneva, Switzerland	$13.5M	+$11.8M	2	0.11%	Increased
853	Carnegie Investment Counsel Pepper Pike, Ohio	$13.4M	-$309K	1	0.27%	Reduced
854	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$13.4M	+$2.13M	2	0.49%	Increased
855	Ameritas Advisory Services Lincoln, Nebraska	$13.4M	+$11.5M	6	0.27%	Increased
856	CTA Chesley Taft & Associates Chicago, Illinois	$13.3M	+$7.03M	1	0.52%	Increased
857	FCM Fortis Capital Management Bellevue, Washington	$13.3M	+$3.17M	3	1.49%	Increased
858	QOP Quinn Opportunity Partners Charlottesville, Virginia	$13.3M	$0	1	0.62%	Maintained
859	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$13.3M	+$12.1M	4	0.7%	Increased
860	FVCM F&V Capital Management Boca Raton, Florida	$13.3M	+$14.9M	1	2.45%	New
861	MIC Maxi Investments CY Limassol, Cyprus	$13.3M	+$8.17M	2	2.69%	Increased
862	SEM Suncoast Equity Management Tampa, Florida	$13.3M	-$1.94M	2	1.66%	Reduced
863	Inspire Investing Meridian, Idaho	$13.2M	+$1.7M	3	0.54%	Increased
864	OIMU Osmosis Investment Management UK London, United Kingdom	$13.2M	-$13.5M	3	0.61%	Reduced
865	CastleKnight Management New York	$13.2M	-$1.21M	2	0.18%	Reduced
866	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$13.1M	-$139K	3	0.79%	Reduced
867	TCOV Trust Company of Vermont Brattleboro, Vermont	$13M	+$14.6M	3	0.49%	New
868	GA GFS Advisors Houston, Texas	$13M	+$128K	3	1.37%	Increased
869	ETFISA ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. Poznan,	$12.9M	+$8.61M	2	3.23%	Increased
870	NICM Neo Ivy Capital Management New York	$12.9M	+$7.67M	4	2.96%	Increased
871	UF Univest Financial Souderton, Pennsylvania	$12.8M	+$635K	3	0.63%	Increased
872	Advisors Capital Management Ridgewood, New Jersey	$12.8M	-$19.2M	3	0.14%	Reduced
873	CCME CIBC Capital Markets (Europe) Luxembourg	$12.7M	+$12.6M	1	1.7%	New
874	Glenview Trust Louisville, Kentucky	$12.6M	-$3.11M	3	0.17%	Reduced
875	Segall Bryant & Hamill Chicago, Illinois	$12.6M	-$859K	1	0.15%	Reduced