← 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
326
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$61.7M $0 2 0.91% Maintained
327
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$61.6M -$604K 1 1.67% Reduced
328
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$61.5M +$33.1M 3 0.67% Increased
329
Allianz Asset Management
Allianz Asset Management
Germany
$61.1M +$38.6M 3 0.11% Increased
330
AC
AltraVue Capital
Washington
$60.3M -$10.3M 1 7.1% Reduced
331
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$60.1M +$1.6M 2 1.63% Increased
332
Creative Planning
Creative Planning
Kansas
$59.5M +$137K 5 0.08% Increased
333
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$59.1M +$1.05M 3 0.46% Increased
334
USS Investment Management
USS Investment Management
United Kingdom
$58.7M +$492K 3 0.69% Increased
335
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$58.7M -$11M 1 2.72% Reduced
336
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$58.5M -$7.17M 4 0.7% Reduced
337
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$58M +$43M 1 25.44% New
338
Utah Retirement Systems
Utah Retirement Systems
Utah
$57.8M -$3.18M 5 0.8% Reduced
339
GTS Securities
GTS Securities
Florida
$57.7M +$51.4M 4 1.82% New
340
LFDLE
La Financiere de L'Echiquier
France
$57.6M -$6.14M 2 2.88% Reduced
341
Coatue Management
Coatue Management
New York
$57.5M -$65M 1 0.28% Reduced
342
Connectus Wealth
Connectus Wealth
Ohio
$57.4M +$5.57M 2 1.32% Increased
343
MVIP
Mar Vista Investment Partners
California
$56.9M -$2.77M 1 2.38% Reduced
344
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$56.7M +$12.8M 2 2.14% Increased
345
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$56.6M -$1.2M 4 0.96% Reduced
346
Marsico Capital Management
Marsico Capital Management
Colorado
$55.8M -$12.6M 1 2.22% Reduced
347
John W. Bristol & Co
John W. Bristol & Co
New York
$55.8M -$329K 1 1.06% Reduced
348
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$55.7M +$5.19M 4 0.25% Increased
349
TAM
Thematics Asset Management
France
$55.7M +$5.6M 1 2.67% Increased
350
M&T Bank
M&T Bank
New York
$55.5M +$11.1M 5 0.21% Increased