← 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
976	CYG Clean Yield Group Norwich, Vermont	$9.94M	+$1.37M	2	2.47%	Increased
977	SAW Signal Advisors Wealth Detroit, Michigan	$9.94M	-$63K	1	0.5%	Reduced
978	SL Siren LLC Greenwich, Connecticut	$9.93M	+$1.28M	1	0.2%	Increased
979	HCM Hodges Capital Management Dallas, Texas	$9.92M	+$218K	1	0.66%	Increased
980	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$9.91M	-$1.39M	1	0.52%	Reduced
981	SICM Sustainable Insight Capital Management New York	$9.89M	-$387K	2	4.24%	Reduced
982	SouthState Corp Winter Haven, Florida	$9.89M	-$3.14M	5	0.41%	Reduced
983	1M 1248 Management Kansas City, Missouri	$9.87M	+$5.53M	3	3.86%	Increased
984	ET Equitable Trust Nashville, Tennessee	$9.86M	+$5.31M	3	0.41%	Increased
985	Howard Capital Management Roswell, Georgia	$9.82M	+$3.38M	3	0.12%	Increased
986	GHA GW Henssler & Associates Kennesaw, Georgia	$9.81M	-$2.01M	2	0.44%	Reduced
987	LTI Laffer Tengler Investments Nashville, Tennessee	$9.81M	-$231K	2	1.25%	Reduced
988	MIM Morningstar Investment Management Chicago, Illinois	$9.8M	$0	3	0.6%	Maintained
989	BIG Boothe Investment Group Dover, Delaware	$9.77M	+$390K	1	3.08%	Increased
990	Jasper Ridge Partners Menlo Park, California	$9.74M	+$631K	3	0.21%	Increased
991	AF AGP Franklin Franklin, Tennessee	$9.74M	+$327K	2	4.22%	Increased
992	Quantbot Technologies New York	$9.7M	-$7.75M	6	0.38%	Reduced
993	DRS Deane Retirement Strategies New Orleans, Louisiana	$9.64M	+$1.24M	2	4.08%	Increased
994	IP Intellectus Partners San Francisco, California	$9.58M	+$1.37M	3	1.66%	Increased
995	CF Centaurus Financial Anaheim, California	$9.57M	+$31.8K	4	0.37%	Increased
996	HCM Hahn Capital Management Walnut Creek, California	$9.51M	+$5M	2	5.76%	Increased
997	BWM BNC Wealth Management Beaverton, Oregon	$9.49M	+$4.39M	2	2.3%	Increased
998	MK MASTERINVEST Kapitalanlage Vienna,	$9.48M	-$339K	3	0.81%	Reduced
999	Axxcess Wealth Management Carlsbad, California	$9.43M	-$1.1M	3	0.15%	Reduced
1000	HCA Harbor Capital Advisors Chicago, Illinois	$9.4M	+$833	2	0.64%	Increased