← 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
626	Maryland State Retirement & Pension System Baltimore, Maryland	$40.6M	+$988K	4	0.85%	Increased
627	Diversify Advisory Services Sandy, Utah	$40.5M	+$2.8M	3	1.36%	Increased
628	MAI Capital Management Independence, Ohio	$40.3M	+$8.99M	6	0.25%	Increased
629	Vinva Investment Management Sydney, Australia	$40.2M	+$6.45M	3	0.78%	Increased
630	Country Trust Bank Bloomington, Illinois	$40.1M	+$5.91M	4	0.88%	Increased
631	GAM Goldentree Asset Management New York	$39.8M	+$42.4M	1	3.29%	New
632	TF Talbot Financial Bellevue, Washington	$39.7M	+$8M	2	3.36%	Increased
633	MFAM Motley Fool Asset Management Alexandria, Virginia	$39.4M	+$7.75M	2	1.63%	Increased
634	HCM Hollencrest Capital Management Newport Beach, California	$39.3M	-$1.63M	4	1.41%	Reduced
635	MIG McGuire Investment Group Wakefield, Rhode Island	$39.1M	-$1.86M	1	4.43%	Reduced
636	New Mexico Educational Retirement Board Santa Fe, New Mexico	$39.1M	+$510K	4	1.21%	Increased
637	CCM Candlestick Capital Management Greenwich, Connecticut	$39M	+$41.5M	1	0.95%	New
638	IEFM IQ EQ Fund Management Dublin 2, Ireland	$39M	+$17.2M	2	2.64%	Increased
639	SVCP Silicon Valley Capital Partners San Jose, California	$38.9M	+$11.7M	3	3.67%	Increased
640	WP Waycross Partners Louisville, Kentucky	$38.8M	+$831K	2	3.34%	Increased
641	QPBE Quintet Private Bank (Europe) Luxembourg	$38.8M	-$1.28M	4	2.17%	Reduced
642	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$38.7M	-$35.3M	3	0.35%	Reduced
643	LWM Lyell Wealth Management Menlo Park, California	$38.6M	-$1.64M	3	2.87%	Reduced
644	Freestone Grove Partners San Francisco, California	$38.2M	+$39.8M	2	0.29%	Increased
645	Sit Investment Associates Minneapolis, Minnesota	$38.2M	+$5.02M	3	0.77%	Increased
646	Clearstead Advisors Cleveland, Ohio	$38M	+$1.28M	5	0.5%	Increased
647	MC Moors & Cabot Boston, Massachusetts	$37.8M	+$389K	4	1.65%	Increased
648	SCM SG Capital Management Chicago, Illinois	$37.8M	+$39.7M	1	3.37%	New
649	Bowie Capital Management Richardson, Texas	$37.3M	+$391K	1	1.62%	Increased
650	Guinness Asset Management London, United Kingdom	$37.1M	+$5.28M	1	0.59%	Increased