← 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
601	HW Hedeker Wealth Lincolnshire, Illinois	$31.4M	+$1.06M	1	6.64%	Increased
602	IG Ithaka Group Arlington, Virginia	$31.4M	+$637K	2	6.51%	Increased
603	Welch & Forbes Boston, Massachusetts	$31.3M	+$6.49M	3	0.41%	Increased
604	Canada Post Corporation Pension Plan Toronto, Canada	$31M	+$5.25M	3	1.24%	Increased
605	EP Wealth Advisors Torrance, California	$31M	-$51K	5	0.15%	Reduced
606	New Mexico Educational Retirement Board Santa Fe, New Mexico	$30.8M	+$1.11M	5	0.95%	Increased
607	Atria Investments Charlotte, North Carolina	$30.5M	-$5.16M	4	0.34%	Reduced
608	E Fund Management Guangzhou, China	$30.5M	+$32.4M	3	0.91%	New
609	MGM Manchester Global Management London, United Kingdom	$30.4M	+$34.2M	1	4.06%	New
610	Maryland State Retirement & Pension System Baltimore, Maryland	$30.3M	+$22.5K	4	0.62%	Increased
611	SPC Spirepoint Private Client Vero Beach, Florida	$30.2M	+$28.1K	1	2.87%	Increased
612	MIG McGuire Investment Group Wakefield, Rhode Island	$30.2M	+$190K	1	3.41%	Increased
613	OIMU Osmosis Investment Management UK London, United Kingdom	$30.2M	-$9.65M	3	0.81%	Reduced
614	TF Talbot Financial Bellevue, Washington	$29.8M	+$3.28M	2	2.51%	Increased
615	Adams Diversified Equity Fund Baltimore, Maryland	$29.6M	+$9.45M	2	1.04%	Increased
616	Dai-ichi Life Insurance Company Tokyo, Japan	$29.4M	-$4.77M	3	0.84%	Reduced
617	PFM Privium Fund Management Amsterdam, Netherlands	$29.3M	$0	1	6.09%	Maintained
618	TAM Telemark Asset Management Boston, Massachusetts	$29.3M	+$15.3M	1	2.7%	Increased
619	HCM Hollencrest Capital Management Newport Beach, California	$29.1M	-$2.07M	4	1.08%	Reduced
620	Park National Corp Newark, Ohio	$29.1M	+$2.64M	1	0.89%	Increased
621	Alkeon Capital Management New York	$29M	-$9.22M	1	0.05%	Reduced
622	PDM Penn Davis McFarland Dallas, Texas	$29M	+$32.2M	1	2.84%	New
623	MFWM Motley Fool Wealth Management Alexandria, Virginia	$28.9M	+$611K	2	3.27%	Increased
624	Becker Capital Management Portland, Oregon	$28.8M	+$3.62M	3	0.85%	Increased
625	Independent Advisor Alliance Charlotte, North Carolina	$28.8M	-$1.75M	4	0.31%	Reduced