← 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	Two Sigma Advisers New York	$126M	+$64.5M	5	0.29%	Increased
327	EC Eminence Capital New York	$126M	+$7.3M	1	1.92%	Increased
328	ABN AMRO Investment Solutions Paris Cedex 008,	$125M	-$53M	3	2.34%	Reduced
329	Whittier Trust South Pasadena, California	$125M	+$4.97M	4	1.65%	Increased
330	Raiffeisen Bank International Vienna, Austria	$123M	+$117M	3	1.87%	New
331	Bessemer Group Woodbridge, New Jersey	$123M	-$43.5M	6	0.2%	Reduced
332	Gateway Investment Advisers Cincinnati, Ohio	$120M	-$1.19M	3	1.33%	Reduced
333	Varma Mutual Pension Insurance Co Helsinki, Finland	$119M	+$11.1M	3	0.9%	Increased
334	M&T Bank Buffalo, New York	$118M	+$1.8M	5	0.4%	Increased
335	Walleye Trading New York	$118M	+$80.7M	5	0.25%	Increased
336	Two Sigma Investments New York	$118M	+$38.6M	6	0.26%	Increased
337	Fjarde Ap-fonden Stockholm, Sweden	$117M	+$1.43M	4	1.18%	Increased
338	CPWM Cypress Point Wealth Management Dallas, Texas	$114M	-$2.04M	2	35.57%	Reduced
339	Utah Retirement Systems Salt Lake City, Utah	$114M	-$472K	5	1.26%	Reduced
340	SEP Soma Equity Partners San Francisco, California	$112M	-$4.57M	1	6.21%	Reduced
341	Crestwood Advisors Group Boston, Massachusetts	$112M	+$1.63M	3	2.09%	Increased
342	Pacer Advisors Malvern, Pennsylvania	$111M	+$35.4M	5	0.24%	Increased
343	AssetMark Inc Concord, California	$111M	+$7.58M	5	0.3%	Increased
344	QRG Capital Management Chicago, Illinois	$110M	+$3.23M	4	1.14%	Increased
345	AO Allen Operations New York	$110M	$0	1	17.47%	Maintained
346	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$110M	-$11.1M	3	0.97%	Reduced
347	DSAM Dock Street Asset Management Palm Beach, Florida	$110M	+$525K	2	13.17%	Increased
348	Tocqueville Asset Management New York	$110M	-$2.91M	4	1.72%	Reduced
349	Oversea-Chinese Banking Corp (OCBC) Singapore	$110M	+$7.29M	4	3.08%	Increased
350	NewEdge Advisors New Orleans, Louisiana	$109M	+$3.12M	6	0.66%	Increased