← 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
ACM
Alua Capital Management
New York
$88.1M -$27.9M 1 5.96% Reduced
327
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$87.8M -$31.3M 2 0.35% Reduced
328
Fred Alger Management
Fred Alger Management
New York
$87.6M -$55.2M 3 0.42% Reduced
329
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$87M +$79.5M 4 0.89% New
330
Utah Retirement Systems
Utah Retirement Systems
Utah
$86.7M -$185K 5 0.98% Reduced
331
AssetMark Inc
AssetMark Inc
California
$85.5M +$10.1M 4 0.24% Increased
332
AAM
AMI Asset Management
California
$85.4M -$1.4M 2 4.63% Reduced
333
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$84.8M +$8.06M 3 0.85% Increased
334
USS Investment Management
USS Investment Management
United Kingdom
$84.2M -$1.14M 3 0.61% Reduced
335
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$84M -$1.28M 3 2.33% Reduced
336
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$83.7M +$8.07M 3 0.83% Increased
337
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$83.7M -$66.6K 3 1.14% Reduced
338
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$83.1M +$5.52M 1 2.78% Increased
339
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$82.3M +$26.5M 2 0.72% Increased
340
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$82.2M +$988K 2 2.56% Increased
341
SCA
Southpoint Capital Advisors
New York
$82.1M +$76.8M 1 1.95% New
342
PIMC
Praesidium Investment Management Company
New York
$81.1M $0 1 13.6% Maintained
343
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$80.4M +$5.26M 4 0.85% Increased
344
KGAMU
KPS Global Asset Management (UK)
United Kingdom
$80M $0 1 19.11% Maintained
345
Trillium Asset Management
Trillium Asset Management
Massachusetts
$80M +$8.67M 2 1.97% Increased
346
Tocqueville Asset Management
Tocqueville Asset Management
New York
$79.7M +$1.27M 4 1.25% Increased
347
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$78.8M +$16.5M 1 0.31% Increased
348
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$78.6M -$41.8K 2 1.83% Reduced
349
GA
GuoLine Advisory
Singapore
$77.7M $0 2 7.92% Maintained
350
QRG Capital Management
QRG Capital Management
Illinois
$77.5M -$5.13M 4 0.84% Reduced
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