← 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
226	GA Greenspring Associates Owings Mills, Maryland	$125M	+$135M	1	8.46%	New
227	Fifth Third Bancorp Cincinnati, Ohio	$122M	+$2.8M	4	0.54%	Increased
228	GGHC Gilder Gagnon Howe & Co New York	$122M	+$33.1M	3	0.6%	Increased
229	ESCM Echo Street Capital Management New York	$121M	-$14.4M	2	0.93%	Reduced
230	Frontier Capital Management Boston, Massachusetts	$121M	+$10.7M	1	0.89%	Increased
231	RA Rovida Advisors Fort Lauderdale, Florida	$121M	$0	1	5.23%	Maintained
232	Lord, Abbett & Co Jersey City, New Jersey	$120M	+$106M	3	0.29%	Increased
233	1832 Asset Management Toronto, Ontario, Canada	$120M	-$272M	3	0.23%	Reduced
234	Stockbridge Partners Boston, Massachusetts	$119M	+$2.35M	1	2.54%	Increased
235	ProShare Advisors Bethesda, Maryland	$119M	+$8.56M	4	0.35%	Increased
236	Capital International Inc Los Angeles, California	$118M	+$4.78M	2	1.06%	Increased
237	CIP Champlain Investment Partners Burlington, Vermont	$117M	+$1.43M	1	0.56%	Increased
238	Ossiam Paris, France	$116M	+$34.4M	3	3.16%	Increased
239	ACI AMP Capital Investors Sydney, Australia	$116M	-$2.04M	3	0.55%	Reduced
240	Squarepoint New York	$113M	+$59.5M	5	0.43%	Increased
241	Osaic Holdings Scottsdale, Arizona	$113M	+$3.46M	5	0.24%	Increased
242	Burgundy Asset Management Toronto, Ontario, Canada	$112M	+$103M	1	1.1%	New
243	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$111M	+$5.18M	3	1.03%	Increased
244	PointState Capital New York	$109M	+$35.1M	2	1.89%	Increased
245	FA FDx Advisors Chicago, Illinois	$109M	+$5.16M	3	3.61%	Increased
246	Oppenheimer Asset Management New York	$108M	+$2.97M	3	1.54%	Increased
247	Guggenheim Capital Chicago, Illinois	$107M	+$283K	4	0.63%	Increased
248	Voloridge Investment Management Jupiter, Florida	$107M	-$6.76M	4	0.74%	Reduced
249	Zurich Cantonal Bank Zurich, Switzerland	$107M	+$385K	4	0.6%	Increased
250	DFO Duquesne Family Office New York	$106M	-$45.6M	1	2.62%	Reduced