← 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	State of Tennessee, Department of Treasury Nashville, Tennessee	$77M	-$4.33M	3	0.36%	Reduced
227	NHAS Novo Holdings A/S Hellerup, Denmark	$76.7M	$0	1	4.79%	Maintained
228	Aviva London, United Kingdom	$76.1M	-$14.2M	5	0.37%	Reduced
229	Osaic Holdings Scottsdale, Arizona	$75.5M	+$8.06M	6	0.15%	Increased
230	AIG American International Group New York	$75.4M	-$4.33M	5	0.53%	Reduced
231	Rockefeller Capital Management New York	$75.2M	-$7.01M	5	0.38%	Reduced
232	ValueAct Holdings San Francisco, California	$74.3M	+$81.7M	1	1.4%	New
233	Nissay Asset Management Tokyo, Japan	$74.3M	-$36.2M	3	0.71%	Reduced
234	Munro Partners Melbourne, Australia	$73.9M	+$19.7M	1	4.23%	Increased
235	Lone Pine Capital Greenwich, Connecticut	$72.8M	+$80.1M	1	0.69%	New
236	Fred Alger Management New York	$71.5M	-$21.3M	3	0.39%	Reduced
237	Oppenheimer Asset Management New York	$71.3M	+$1.15M	2	1.15%	Increased
238	Zevenbergen Capital Investments Edmonds, Washington	$70.8M	-$14.9M	1	2.38%	Reduced
239	Kovitz Investment Group Partners Chicago, Illinois	$70.8M	-$8.97M	1	1.4%	Reduced
240	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$70.6M	-$1.7M	5	0.11%	Reduced
241	Man Group London, United Kingdom	$70.2M	+$20.9M	4	0.25%	Increased
242	PineBridge Investments New York	$70.2M	+$2.53M	2	0.85%	Increased
243	FA FDx Advisors Chicago, Illinois	$69.1M	+$5.2M	3	3.01%	Increased
244	Hudson Bay Capital Management Stamford, Connecticut	$68.7M	+$68.6M	1	0.7%	Increased
245	Nicholas Company Milwaukee, Wisconsin	$68.5M	+$6.15M	2	1.47%	Increased
246	Causeway Capital Management Los Angeles, California	$68M	-$30.5M	1	1.97%	Reduced
247	Truist Financial Charlotte, North Carolina	$67.9M	-$16.6M	4	0.12%	Reduced
248	Clear Street New York	$67.6M	+$72.2M	2	0.85%	Increased
249	EULAV Asset Management Sarasota, Florida	$67.3M	-$532K	2	2.89%	Reduced
250	AMF Tjänstepension Stockholm, Sweden	$67M	-$23.8M	2	0.77%	Reduced