← 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
IEQ Capital
IEQ Capital
California
$144M -$1.4M 4 2.4% Reduced
227
Empower Advisory Group
Empower Advisory Group
Colorado
$143M +$3.49M 3 0.56% Increased
228
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$142M -$6.28M 4 1.16% Reduced
229
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$141M -$7.18M 4 0.21% Reduced
230
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$141M -$11.9M 2 1.05% Reduced
231
Ossiam
Ossiam
France
$140M +$23.3M 4 2.25% Increased
232
NHAS
Novo Holdings A/S
Denmark
$140M $0 1 8.62% Maintained
233
ING Group
ING Group
Netherlands
$139M +$34.6M 2 1.11% Increased
234
Sarasin & Partners
Sarasin & Partners
United Kingdom
$137M -$5M 1 1.51% Reduced
235
Rafferty Asset Management
Rafferty Asset Management
New York
$135M +$17.8M 2 0.57% Increased
236
RC
RGM Capital
Florida
$134M -$47.3M 1 5.49% Reduced
237
Congress Asset Management
Congress Asset Management
Massachusetts
$133M +$12M 2 1.05% Increased
238
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$132M -$286K 2 2.19% Reduced
239
NMO
Newlands Management Operations
Texas
$132M $0 1 1.21% Maintained
240
Nicholas Company
Nicholas Company
Wisconsin
$131M +$3.81M 3 2.32% Increased
241
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$131M -$5.33M 2 3.01% Reduced
242
PCM
Palestra Capital Management
New York
$130M -$54.3M 1 6.46% Reduced
243
AIG
American International Group
New York
$130M +$1.79M 6 0.54% Increased
244
Capital Group Private Client Services
Capital Group Private Client Services
California
$130M +$13.7M 2 1.34% Increased
245
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$130M -$1.85M 3 2.41% Reduced
246
EC
Eminence Capital
New York
$129M -$10.8M 1 1.93% Reduced
247
Sachem Head Capital Management
Sachem Head Capital Management
New York
$129M -$17.3M 1 6.02% Reduced
248
Arizona State Retirement System
Arizona State Retirement System
Arizona
$128M +$3.4M 5 0.97% Increased
249
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$126M +$3.94M 5 0.75% Increased
250
SM
Senvest Management
New York
$125M -$22.7M 1 4.82% Reduced
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