← 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
OP Asset Management
OP Asset Management
$103M +$119M 3 1.73% New
327
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$102M +$26.8M 3 0.9% Increased
328
Select Equity Group
Select Equity Group
New York
$101M -$31.7M 1 0.44% Reduced
329
AO
Allen Operations
New York
$101M -$22.5M 1 16.66% Reduced
330
Empower Advisory Group
Empower Advisory Group
Colorado
$101M -$1.21M 3 0.33% Reduced
331
Bessemer Group
Bessemer Group
New Jersey
$101M +$9.12M 5 0.18% Increased
332
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$101M -$13.5M 4 0.78% Reduced
333
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$100M -$8.79M 2 2.41% Reduced
334
Tredje AP-fonden
Tredje AP-fonden
Sweden
$100M -$16.5M 1 0.94% Reduced
335
Soros Fund Management
Soros Fund Management
New York
$100M +$16.9M 2 1.5% Increased
336
Utah Retirement Systems
Utah Retirement Systems
Utah
$98.6M +$528K 5 1.14% Increased
337
SEP
Soma Equity Partners
California
$98.6M +$9.76M 1 5.76% Increased
338
EC
Eminence Capital
New York
$98.5M -$2.67M 1 1.65% Reduced
339
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$98.2M +$19.5M 1 3.09% Increased
340
QRG Capital Management
QRG Capital Management
Illinois
$97.8M -$1.03M 4 1.02% Reduced
341
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$97.8M -$36.8M 4 1.53% Reduced
342
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$97.3M +$32M 3 1% Increased
343
Voloridge Investment Management
Voloridge Investment Management
Florida
$97.1M +$61M 3 0.36% Increased
344
AKO Capital
AKO Capital
United Kingdom
$96.6M +$112M 1 1.25% New
345
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$95.9M +$98.3M 3 2.17% Increased
346
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$95.2M +$60.7M 1 0.53% Increased
347
Carmignac Gestion
Carmignac Gestion
France
$94.1M +$37.7M 3 1.55% Increased
348
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$93M -$9.46M 2 0.75% Reduced
349
USS Investment Management
USS Investment Management
United Kingdom
$93M +$2.8K 3 0.68% Increased
350
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$92.9M -$15.8M 3 1.15% Reduced