← 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
301
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$106M +$32.6M 1 2.83% Increased
302
Erste Asset Management
Erste Asset Management
Austria
$105M -$372K 3 1.43% Reduced
303
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$104M +$36.4M 2 0.31% Increased
304
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$104M -$15.6M 3 3.11% Reduced
305
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$104M -$1.64M 5 0.36% Reduced
306
AGFIA
Accel Growth Fund IV Associates
California
$104M $0 1 100% Maintained
307
Amalgamated Bank
Amalgamated Bank
New York
$103M -$18M 6 0.88% Reduced
308
PCM
Primavera Capital Management
Cayman Islands
$103M $0 1 16.76% Maintained
309
TC
TownSquare Capital
Utah
$103M -$12.1M 4 1.51% Reduced
310
Carmignac Gestion
Carmignac Gestion
France
$103M +$6.45M 3 1.63% Increased
311
Kinetic Partners Management
Kinetic Partners Management
Florida
$102M +$13.9M 1 7.15% Increased
312
IFM Investors
IFM Investors
Australia
$102M -$497K 4 1.11% Reduced
313
Sachem Head Capital Management
Sachem Head Capital Management
New York
$101M -$44.3M 1 4.32% Reduced
314
TC
TwinBeech Capital
New York
$100M +$4.52M 4 2.07% Increased
315
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$99.5M -$90.8K 4 0.68% Reduced
316
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$99.4M +$27.5M 5 0.56% Increased
317
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$99.3M +$3.72M 2 2.29% Increased
318
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$98.9M -$867K 2 1.13% Reduced
319
Fred Alger Management
Fred Alger Management
New York
$98.7M -$73.3M 3 0.49% Reduced
320
BNP Paribas
BNP Paribas
France
$97.9M +$95.2M 3 4.57% New
321
MRG
Milestone Resources Group
British Virgin Islands
$97.7M -$11.3K 1 3.44% Reduced
322
Cresset Asset Management
Cresset Asset Management
Illinois
$97.4M +$6.93M 7 0.47% Increased
323
TPSF
Texas Permanent School Fund
Texas
$97.3M -$82.4K 3 0.77% Reduced
324
LFDLE
La Financiere de L'Echiquier
France
$97M +$5.44M 3 4.18% Increased
325
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$96.1M +$454K 2 1.2% Increased