← 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	Carmignac Gestion Paris, France	$148M	+$46.6M	3	2.54%	Increased
227	Man Group London, United Kingdom	$148M	-$25.5M	6	0.37%	Reduced
228	Bank Julius Baer & Co Zurich, Switzerland	$146M	-$13M	3	0.56%	Reduced
229	Mackenzie Financial Toronto Ontario, Ontario, Canada	$145M	+$721K	4	0.22%	Increased
230	Focus Partners Wealth Boston, Massachusetts	$145M	+$101M	3	0.49%	Increased
231	Unisphere Establishment Vaduz, Liechtenstein	$144M	+$18.3M	1	1.45%	Increased
232	Nicholas Company Milwaukee, Wisconsin	$144M	+$7.44M	2	2.39%	Increased
233	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$144M	+$23.5M	5	0.14%	Increased
234	Select Equity Group New York	$143M	+$11M	1	0.56%	Increased
235	EC Eminence Capital New York	$140M	+$6.42M	1	2.26%	Increased
236	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$139M	+$24.7M	3	1.34%	Increased
237	Liontrust Investment Partners London, United Kingdom	$139M	+$108M	3	1.97%	Increased
238	Cetera Investment Advisers Schaumburg, Illinois	$138M	+$2.02M	6	0.32%	Increased
239	IEQ Capital Foster City, California	$136M	-$8.01M	4	1.82%	Reduced
240	AIM Allen Investment Management New York	$135M	+$10.3M	3	1.64%	Increased
241	CIBC World Markets New York	$135M	+$64.2M	4	0.88%	Increased
242	Arizona State Retirement System Phoenix, Arizona	$134M	+$1.91M	5	0.9%	Increased
243	Intermede Investment Partners London, United Kingdom	$134M	+$139M	1	2.82%	New
244	MetLife Investment Management Whippany, New Jersey	$133M	+$17.1M	6	0.79%	Increased
245	PineBridge Investments New York	$133M	-$4.38M	4	1.08%	Reduced
246	HCM HMI Capital Management San Francisco, California	$132M	+$58.9M	1	5.02%	Increased
247	Primecap Management Pasadena, California	$131M	+$53.4M	1	0.09%	Increased
248	Osaic Holdings Scottsdale, Arizona	$131M	-$13.7M	7	0.31%	Reduced
249	Samlyn Capital New York	$130M	+$54.3M	1	2.16%	Increased
250	Chicago Capital Chicago, Illinois	$129M	+$8.24M	3	3.83%	Increased