← 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	Vaughan David Investments Peoria, Illinois	$41.6M	+$2.16M	1	0.91%	Increased
627	Quantbot Technologies New York	$41.5M	+$1.26M	5	1.38%	Increased
628	Gulf International Bank (UK) London, United Kingdom	$41.5M	+$237K	3	1.35%	Increased
629	Castleark Management Chicago, Illinois	$41.4M	+$949K	1	1.22%	Increased
630	SteelPeak Wealth Woodland Hills, California	$41.2M	-$4.36M	3	1.34%	Reduced
631	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$41.1M	-$2.37M	3	1.58%	Reduced
632	VA VestGen Advisors Inverness, Illinois	$40.9M	-$610K	5	1.74%	Reduced
633	LGT Group Foundation Vaduz, Liechtenstein	$40.8M	+$12.3M	3	0.45%	Increased
634	MFWM Motley Fool Wealth Management Alexandria, Virginia	$40.7M	-$8.37M	2	3.16%	Reduced
635	Nippon Life Global Investors Americas New York	$40.7M	-$8.26M	1	1.69%	Reduced
636	Capital Group Private Client Services Los Angeles, California	$40.7M	-$1.72M	2	0.65%	Reduced
637	Sculptor Capital New York	$40.6M	+$36.2M	2	0.42%	Increased
638	Eastern Bank Boston, Massachusetts	$40.4M	-$793K	5	0.7%	Reduced
639	Foundations Investment Advisors Phoenix, Arizona	$40M	+$3.68M	3	0.52%	Increased
640	Maryland State Retirement & Pension System Baltimore, Maryland	$39.9M	+$61.1K	4	0.82%	Increased
641	SVCP Silicon Valley Capital Partners San Jose, California	$39.9M	+$2.07M	3	3.63%	Increased
642	TIS Titan Investment Solutions London,	$39.9M	+$40.7M	2	4.81%	New
643	Fideuram - Intesa Sanpaolo Private Banking Turin,	$39.8M	+$38.1M	3	1.43%	New
644	CI Carroll Investors Mt Pleasant, South Carolina	$39.8M	-$1.2M	1	19.01%	Reduced
645	Kingsview Wealth Management Grants Pass, Oregon	$39.8M	+$3.36M	5	0.57%	Increased
646	WP Waycross Partners Louisville, Kentucky	$39.7M	+$1.32M	2	3.25%	Increased
647	Integrated Wealth Concepts Waltham, Massachusetts	$39.6M	-$18.7M	5	0.47%	Reduced
648	Kayne Anderson Rudnick Investment Management Los Angeles, California	$39.5M	-$2.71M	4	0.11%	Reduced
649	Independent Advisor Alliance Charlotte, North Carolina	$39.5M	-$3.91M	4	0.96%	Reduced
650	New Mexico Educational Retirement Board Santa Fe, New Mexico	$39.2M	+$708K	4	1.17%	Increased