← 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
576	CI Carroll Investors Mt Pleasant, South Carolina	$34.8M	+$2.07M	1	18.59%	Increased
577	Allworth Financial Folsom, California	$34.4M	+$11.2M	6	0.14%	Increased
578	Sanibel Captiva Trust Company Sanibel, Florida	$34.4M	-$103K	3	0.96%	Reduced
579	Americana Partners Houston, Texas	$34.4M	+$17.3M	3	0.89%	Increased
580	Winton Group London, United Kingdom	$34.4M	+$25.6M	5	1.21%	Increased
581	JSC J. Stern & Co London, United Kingdom	$34.2M	+$932K	1	3.32%	Increased
582	WCM Windward Capital Management Los Angeles, California	$33.8M	-$405K	1	2.76%	Reduced
583	RiverFront Investment Group Richmond, Virginia	$33.6M	+$7.68M	3	0.52%	Increased
584	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$33.6M	+$359K	3	3.39%	Increased
585	Cookson Peirce & Co Pittsburgh, Pennsylvania	$33.4M	-$4.39M	1	1.41%	Reduced
586	MFAM Motley Fool Asset Management Alexandria, Virginia	$33.2M	-$834K	2	1.43%	Reduced
587	SteelPeak Wealth Woodland Hills, California	$33.1M	-$163K	3	1.01%	Reduced
588	EFG International Zurich,	$33M	-$17.7M	4	0.71%	Reduced
589	Profund Advisors Bethesda, Maryland	$32.8M	-$7.27M	4	1.2%	Reduced
590	Country Trust Bank Bloomington, Illinois	$32.8M	+$3.87M	4	0.62%	Increased
591	GTS Securities Miami, Florida	$32.5M	-$6.72M	3	1.15%	Reduced
592	CC Crosslink Capital Menlo Park, California	$32.5M	+$36.2M	2	3.18%	New
593	MAI Capital Management Independence, Ohio	$32.4M	+$4.36M	6	0.18%	Increased
594	FAS Formuepleje A/S Aarhus C, Denmark	$32.4M	-$3.41M	2	2.93%	Reduced
595	Graham Capital Management Rowayton, Connecticut	$32.3M	+$14.1M	2	0.78%	Increased
596	Vaughan David Investments Peoria, Illinois	$32M	+$2.91M	1	0.68%	Increased
597	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$31.9M	+$21.2M	2	3.08%	Increased
598	Crake Asset Management London, United Kingdom	$31.8M	+$35.3M	1	1.11%	New
599	FCIM Fairview Capital Investment Management Greenbrae, California	$31.8M	-$1.15M	1	1.73%	Reduced
600	Castleark Management Chicago, Illinois	$31.8M	+$3.92M	1	1.05%	Increased