← 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
276
B
BP
United Kingdom
$69.4M +$34.1M 2 1.68% Increased
277
Dragoneer Investment Group
Dragoneer Investment Group
California
$69M -$72.5M 1 1.55% Reduced
278
SM
SB Management
United Arab Emirates
$68.6M +$59.7M 1 0.48% New
279
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$67.8M -$8.15M 2 1% Reduced
280
NPCM
North Peak Capital Management
New York
$66.3M +$13.4M 1 12.64% Increased
281
AO
Allen Operations
New York
$65.3M +$65.3M 1 22.76% New
282
OPFM
Optimus Prime Fund Management
Cayman Islands
$65.2M +$2.19M 2 9.38% Increased
283
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$64.9M +$3.14M 4 0.22% Increased
284
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$64.9M +$442K 3 0.8% Increased
285
Nicholas Company
Nicholas Company
Wisconsin
$64.8M -$13.2M 2 1.36% Reduced
286
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$64.7M +$41.7M 2 0.43% Increased
287
MC
Montag & Caldwell
Georgia
$64.4M -$16.8M 2 3.91% Reduced
288
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$63.7M +$6.37M 2 0.4% Increased
289
TPI
Tesco Pension Investment
United Kingdom
$63.5M +$55.3M 1 1.47% New
290
PineBridge Investments
PineBridge Investments
New York
$63.5M +$1.27M 2 1.1% Increased
291
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$63.3M +$15.8M 3 0.2% Increased
292
Munro Partners
Munro Partners
Australia
$62.6M +$11.9M 1 4.08% Increased
293
IC
Inverness Counsel
New York
$62.3M -$4.7M 2 2.79% Reduced
294
HC
Henshaw Capital
Massachusetts
$61.1M -$105K 1 4.73% Reduced
295
Utah Retirement Systems
Utah Retirement Systems
Utah
$60.9M +$387K 3 1.01% Increased
296
TPSF
Texas Permanent School Fund
Texas
$60.5M +$4.25M 2 0.82% Increased
297
Gofen & Glossberg
Gofen & Glossberg
Illinois
$60.4M +$862K 2 1.86% Increased
298
WCM
Windward Capital Management
California
$60.3M -$642K 1 6.09% Reduced
299
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$59.9M -$1.88M 3 1.02% Reduced
300
TimesSquare Capital Management
TimesSquare Capital Management
New York
$59.6M +$15.1M 3 0.56% Increased