← 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	Holocene Advisors New York	$142M	+$56.7M	2	0.52%	Increased
252	Zevenbergen Capital Investments Edmonds, Washington	$140M	-$2.19M	3	2.97%	Reduced
253	WorldQuant Millennium Advisors New York	$139M	+$102M	4	1.72%	Increased
254	Capitolis Liquid Global Markets New York	$138M	+$86M	1	2.21%	Increased
255	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$137M	-$6.6M	5	0.14%	Reduced
256	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$137M	-$8.1M	3	2.42%	Reduced
257	State of Michigan Retirement System Lansing, Michigan	$136M	-$6.78M	4	0.73%	Reduced
258	Fifth Third Bancorp Cincinnati, Ohio	$135M	+$5.33M	6	0.53%	Increased
259	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$134M	+$15.9M	3	1.39%	Increased
260	Nissay Asset Management Tokyo, Japan	$133M	+$20.3M	4	0.92%	Increased
261	CAM Contour Asset Management New York	$132M	+$126M	1	5.15%	New
262	Första AP-fonden Stockholm, Sweden	$132M	+$16.5M	4	1.12%	Increased
263	CIBC World Market Toronto, Ontario, Canada	$131M	+$28.9M	4	0.31%	Increased
264	ACM Alua Capital Management New York	$130M	+$31.4M	1	5.31%	Increased
265	Chicago Capital Chicago, Illinois	$129M	+$4.4M	3	3.94%	Increased
266	Huntington National Bank Columbus, Ohio	$129M	+$8.62M	5	1.04%	Increased
267	Maverick Capital Dallas, Texas	$128M	+$14.6M	3	2.41%	Increased
268	Squarepoint New York	$127M	-$158M	6	0.22%	Reduced
269	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$127M	+$4.67M	4	1.58%	Increased
270	MetLife Investment Management Whippany, New Jersey	$126M	-$4.26M	6	0.85%	Reduced
271	AIM Allen Investment Management New York	$126M	-$5.14M	3	1.58%	Reduced
272	SEP Soma Equity Partners San Francisco, California	$125M	+$16.4M	1	7.35%	Increased
273	Twin Tree Management Dallas, Texas	$124M	+$22.8M	4	0.27%	Increased
274	Banque Pictet & Cie Geneva 73, Switzerland	$124M	-$6.3M	1	1.16%	Reduced
275	Impax Asset Management Group London, United Kingdom	$124M	-$10.9M	2	0.47%	Reduced