← 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
Fred Alger Management
Fred Alger Management
New York
$128M +$25.5M 3 0.62% Increased
252
RC
RGM Capital
Florida
$128M +$16.5M 1 5.14% Increased
253
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$128M +$1.6M 5 0.49% Increased
254
KCM
Kensico Capital Management
Connecticut
$128M -$49.1M 1 3.99% Reduced
255
Empower Advisory Group
Empower Advisory Group
Colorado
$128M -$285K 3 0.47% Reduced
256
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$127M -$17M 2 2.72% Reduced
257
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$127M +$191K 4 0.65% Increased
258
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$126M -$66.1M 1 1.16% Reduced
259
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$126M +$24.3M 3 0.71% Increased
260
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$125M +$14.2M 2 1.6% Increased
261
CF
Corebridge Financial
Texas
$124M +$124M 6 0.68% New
262
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$124M -$8.57M 2 0.77% Reduced
263
NHAS
Novo Holdings A/S
Denmark
$123M $0 1 6.66% Maintained
264
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$122M +$6.74M 4 1.43% Increased
265
Första AP-fonden
Första AP-fonden
Sweden
$121M -$1.78M 4 1.07% Reduced
266
Munro Partners
Munro Partners
Australia
$120M -$5.63M 1 4.45% Reduced
267
XN LP
XN LP
New York
$119M +$24.2M 1 4.97% Increased
268
NSLI
Nan Shan Life Insurance
Taiwan
$119M +$95.4M 2 2.82% Increased
269
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$119M -$29.3M 4 0.72% Reduced
270
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$119M -$15.6M 2 1.08% Reduced
271
SM
Senvest Management
New York
$118M +$51M 1 4.55% Increased
272
CIBC World Market
CIBC World Market
Ontario, Canada
$115M -$6.99M 4 0.27% Reduced
273
PCM
Palestra Capital Management
New York
$114M -$36.1M 1 4.52% Reduced
274
Capital International Inc
Capital International Inc
California
$114M +$6.18M 3 1.52% Increased
275
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$114M -$73.6M 2 0.99% Reduced