← 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
351
USS Investment Management
USS Investment Management
United Kingdom
$109M -$2.87M 3 0.76% Reduced
352
MRG
Milestone Resources Group
British Virgin Islands
$108M $0 1 3.59% Maintained
353
Marsico Capital Management
Marsico Capital Management
Colorado
$108M +$9.14M 3 2.94% Increased
354
ACM
Alua Capital Management
New York
$108M $0 1 6.69% Maintained
355
RC
RGM Capital
Florida
$108M -$1.52M 1 4.44% Reduced
356
Soros Fund Management
Soros Fund Management
New York
$108M +$31.9M 2 1.62% Increased
357
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$106M -$4.87M 1 3.14% Reduced
358
Munro Partners
Munro Partners
Australia
$106M -$22.5M 1 3.52% Reduced
359
MSR
Main Street Research
Connecticut
$105M +$17.1M 3 6.54% Increased
360
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$105M -$22.2M 3 1.13% Reduced
361
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$105M +$95.7M 7 1.02% New
362
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$103M +$49.7M 2 1.92% Increased
363
New York Life Investment Management
New York Life Investment Management
New York
$102M +$8.34M 5 1% Increased
364
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$102M -$369M 4 0.21% Reduced
365
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
$101M -$65.8M 1 2.71% Reduced
366
AAM
AMI Asset Management
California
$101M -$2.38M 2 5.38% Reduced
367
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$100M -$1.05M 1 3.46% Reduced
368
SCA
Southpoint Capital Advisors
New York
$100M $0 1 2.35% Maintained
369
Wealthfront Advisers
Wealthfront Advisers
California
$100M +$8.66M 4 0.29% Increased
370
NHAS
Novo Holdings A/S
Denmark
$98.3M -$23.8M 1 5.95% Reduced
371
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$97.2M -$2.64M 3 1.33% Reduced
372
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.3M +$1.96M 7 0.49% Increased
373
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$95.1M +$23.6M 3 0.82% Increased
374
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$94.9M -$9.56M 4 1.06% Reduced
375
KGAMU
KPS Global Asset Management (UK)
United Kingdom
$94.9M $0 1 19.21% Maintained