← 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	Ossiam Paris, France	$70M	+$103K	3	2.18%	Increased
277	Two Sigma Advisers New York	$69.9M	-$1.01M	2	0.19%	Reduced
278	MetLife Investment Management Whippany, New Jersey	$69.7M	-$1.13M	2	0.64%	Reduced
279	KIP Kayak Investment Partners San Francisco, California	$69.7M	-$1.05M	2	8.99%	Reduced
280	D1 Capital Partners New York	$69.6M	+$72.1M	1	0.52%	New
281	Oregon Public Employees Retirement Fund Tigard, Oregon	$69.3M	+$1.67M	2	0.82%	Increased
282	MSL Mackay Shields LLC New York	$69.1M	-$22.5M	2	0.5%	Reduced
283	Jupiter Asset Management London, United Kingdom	$68.1M	-$23M	2	0.67%	Reduced
284	VCM Valiant Capital Management San Francisco, California	$68.1M	$0	1	2.63%	Maintained
285	SCM Steadview Capital Management London, United Kingdom	$67.9M	+$195K	1	6.75%	Increased
286	Janney Montgomery Scott Philadelphia, Pennsylvania	$67.1M	+$11.1M	4	0.33%	Increased
287	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$66.8M	+$70.1M	1	0.35%	New
288	WorldQuant Millennium Advisors New York	$66.4M	+$55.7M	1	1.41%	Increased
289	Nicholas Company Milwaukee, Wisconsin	$66.1M	+$12.6M	2	1.23%	Increased
290	Peregrine Capital Management Minneapolis, Minnesota	$65.7M	+$4.87M	1	1.22%	Increased
291	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$64.8M	+$12.7M	1	5.04%	Increased
292	APG Asset Management Amsterdam, Netherlands	$64.6M	-$146M	2	0.11%	Reduced
293	Nisa Investment Advisors St. Louis, Missouri	$63.6M	-$13M	3	0.4%	Reduced
294	PineBridge Investments New York	$63.5M	+$1.36M	3	0.81%	Increased
295	MFWM Motley Fool Wealth Management Alexandria, Virginia	$61.6M	-$836K	1	2.77%	Reduced
296	PointState Capital New York	$61.5M	-$1.17M	1	1.22%	Reduced
297	State of Alaska Department of Revenue Juneau, Alaska	$60.6M	-$1.16M	3	0.66%	Reduced
298	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$60.6M	$0	1	2.73%	Maintained
299	Dragoneer Investment Group San Francisco, California	$60.2M	+$62.5M	1	0.86%	New
300	KGAMU KPS Global Asset Management (UK) London, United Kingdom	$60M	+$63.3M	1	8.19%	New