← 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
876	HIC Hartline Investment Corp Winnetka, Illinois	$12.6M	-$1.61M	2	1.1%	Reduced
877	NAM NTV Asset Management Charleston, West Virginia	$12.6M	+$184K	1	1.23%	Increased
878	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$12.5M	+$3M	1	3.63%	Increased
879	DIA Davidson Investment Advisors Great Falls, Montana	$12.5M	-$1.22M	1	0.51%	Reduced
880	Ashton Thomas Private Wealth Scottsdale, Arizona	$12.5M	-$1.04M	3	0.26%	Reduced
881	GG Greenwood Gearhart Fayetteville, Arkansas	$12.5M	+$336K	1	0.58%	Increased
882	First National Bank of Omaha Omaha, Nebraska	$12.4M	-$561K	2	0.35%	Reduced
883	Larson Financial Group St Louis, Missouri	$12.4M	+$3.27M	6	0.32%	Increased
884	LC Lakehouse Capital Sydney NSW, Australia	$12.3M	$0	1	13.65%	Maintained
885	ALPS Advisors Denver, Colorado	$12.3M	+$1.94M	5	0.06%	Increased
886	CFM Compass Financial Management Tampa, Florida	$12.3M	+$12.4M	4	1.49%	New
887	TCA Trifecta Capital Advisors Northbrook, Illinois	$12.3M	-$4.61M	4	1.58%	Reduced
888	NAAA New Age Alpha Advisors Rye, New York	$12.2M	+$2.63M	4	0.52%	Increased
889	GCM Gibraltar Capital Management Tulsa, Oklahoma	$12.2M	+$318K	2	1.88%	Increased
890	WPW Warther Private Wealth Akron, Ohio	$12.2M	+$12.2M	1	2.68%	New
891	CIA Capital Impact Advisors Boston, Massachusetts	$12.2M	-$1.97M	1	0.68%	Reduced
892	Pinnacle Associates New York	$12.1M	-$5.15M	3	0.13%	Reduced
893	IGGA Iron Gate Global Advisors Nsl, Utah	$12.1M	+$551K	1	1.17%	Increased
894	Dynamic Advisor Solutions Phoenix, Arizona	$12.1M	-$2M	3	0.34%	Reduced
895	RWM Rockline Wealth Management Plainview, New York	$12.1M	-$1.13M	1	2.31%	Reduced
896	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$12.1M	-$2.97M	1	1.39%	Reduced
897	BM Brandywine Managers Hockessin, Delaware	$12.1M	$0	2	5.96%	Maintained
898	MIC Means Investment Company Bangor, Maine	$12M	-$1.11M	3	0.91%	Reduced
899	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$12M	+$305K	2	1.29%	Increased
900	MA Mutual Advisors Omaha, Nebraska	$12M	+$1.22M	4	0.23%	Increased