← 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
251
Nissay Asset Management
Nissay Asset Management
Japan
$93.2M -$6.06M 3 0.83% Reduced
252
EULAV Asset Management
EULAV Asset Management
Florida
$91.8M +$1.33M 2 3.62% Increased
253
VCM
Valiant Capital Management
California
$91.5M +$35.4M 2 7.24% Increased
254
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$90.6M +$1.77M 3 0.65% Increased
255
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$90.4M +$4.57M 2 0.88% Increased
256
ProShare Advisors
ProShare Advisors
Maryland
$89.5M +$7.44M 3 0.27% Increased
257
Nicholas Company
Nicholas Company
Wisconsin
$89M -$3.09M 2 1.81% Reduced
258
MetLife Investment Management
MetLife Investment Management
New Jersey
$87.2M -$751K 5 0.63% Reduced
259
National Bank of Canada
National Bank of Canada
Quebec, Canada
$87.2M +$8.33M 5 0.21% Increased
260
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$87.1M +$863K 4 0.57% Increased
261
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$87.1M -$10.5M 3 1.06% Reduced
262
TC
TownSquare Capital
Utah
$87M +$2.11M 2 1.92% Increased
263
RG
Renaissance Group
Kentucky
$86.9M +$26.6M 3 3.98% Increased
264
Baird Financial Group
Baird Financial Group
Wisconsin
$86.5M +$3.17M 3 0.21% Increased
265
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$86.2M -$14.5M 5 0.12% Reduced
266
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$86.2M -$28.9M 1 0.99% Reduced
267
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$86M +$4.01M 4 0.4% Increased
268
Amalgamated Bank
Amalgamated Bank
New York
$86M -$1.28M 5 0.73% Reduced
269
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$85.2M +$426K 1 2.29% Increased
270
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$84.7M +$79.4M 1 0.31% New
271
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$84.7M +$12.8M 2 1.04% Increased
272
Arizona State Retirement System
Arizona State Retirement System
Arizona
$84.4M +$462K 3 0.76% Increased
273
WCM
Windward Capital Management
California
$83.9M +$761K 1 7.73% Increased
274
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$82.5M +$10M 3 0.55% Increased
275
XN LP
XN LP
New York
$81.9M +$69.3M 1 9.77% New