← 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	Mackenzie Financial Toronto Ontario, Ontario, Canada	$114M	+$2.92M	5	0.19%	Increased
227	Sarasin & Partners London, United Kingdom	$113M	-$54M	1	1.41%	Reduced
228	Marshall Wace London, United Kingdom	$113M	-$54.1M	4	0.23%	Reduced
229	Voloridge Investment Management Jupiter, Florida	$112M	+$43.4M	4	0.55%	Increased
230	IEQ Capital Foster City, California	$111M	+$5.96M	4	2.27%	Increased
231	AIM Allen Investment Management New York	$110M	+$39.2M	3	1.61%	Increased
232	Alyeska Investment Group Chicago, Illinois	$109M	+$116M	1	0.74%	New
233	EC Eminence Capital New York	$109M	-$7.85M	1	2.15%	Reduced
234	Impax Asset Management Group London, United Kingdom	$109M	-$7.54M	2	0.48%	Reduced
235	Zevenbergen Capital Investments Edmonds, Washington	$108M	+$9.96M	2	2.76%	Increased
236	Carmignac Gestion Paris, France	$108M	+$7.01M	3	1.98%	Increased
237	NHAS Novo Holdings A/S Hellerup, Denmark	$108M	$0	1	7.95%	Maintained
238	Empower Advisory Group Greenwood Village, Colorado	$107M	+$833K	2	0.47%	Increased
239	SM Senvest Management New York	$106M	+$3.03M	1	4.13%	Increased
240	Holocene Advisors New York	$105M	+$106M	3	0.46%	Increased
241	AGFIA Accel Growth Fund IV Associates Palo Alto, California	$105M	-$22.3M	1	100%	Reduced
242	AGF Management Toronto, Ontario, Canada	$103M	+$102M	2	0.73%	Increased
243	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$103M	-$2.34M	4	2.39%	Reduced
244	PIMC Praesidium Investment Management Company New York	$103M	-$34.5M	1	13.27%	Reduced
245	Kovitz Investment Group Partners Chicago, Illinois	$102M	-$29.8M	2	1.83%	Reduced
246	AIG American International Group New York	$102M	-$2.07M	6	0.66%	Reduced
247	NMO Newlands Management Operations Dallas, Texas	$102M	$0	1	1.08%	Maintained
248	Oppenheimer Asset Management New York	$99.7M	-$2.05M	2	1.53%	Reduced
249	Nicholas Company Milwaukee, Wisconsin	$99.1M	+$1.52M	3	1.98%	Increased
250	Zurich Insurance Group Zurich, Switzerland	$97.9M	-$16M	1	1.04%	Reduced