← 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
26	BlackRock Fund Advisors San Francisco, California	$288M	+$307M	3	0.11%	New
27	GH Gruner Harry	$279M	+$264M	1	100%	New
28	TCW Group Los Angeles, California	$251M	+$269M	2	1.24%	New
29	Allianz Asset Management Munich, Germany	$234M	+$253M	2	0.33%	New
30	CCM Criterion Capital Management San Francisco, California	$228M	+$225M	2	9.22%	New
31	TIAA CREF Investment Management New York	$199M	+$212M	3	0.16%	New
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$191M	+$207M	3	0.16%	New
33	Managed Account Advisors Jersey City, New Jersey	$185M	+$198M	3	0.29%	New
34	AllianceBernstein Nashville, Tennessee	$178M	+$179M	3	0.19%	New
35	CCM Conatus Capital Management Greenwich, Connecticut	$177M	+$179M	3	7.4%	New
36	EC Eminence Capital New York	$176M	+$174M	1	4.32%	New
37	Norges Bank Oslo, Norway	$174M	+$186M	2	0.11%	New
38	Westfield Capital Management Boston, Massachusetts	$170M	+$180M	2	1.17%	New
39	Invesco Atlanta, Georgia	$168M	+$180M	2	0.08%	New
40	Russell Frank Company Seattle, Washington	$159M	+$166M	3	0.29%	New
41	OppenheimerFunds New York	$158M	+$165M	2	0.23%	New
42	Geode Capital Management Boston, Massachusetts	$151M	+$162M	3	0.13%	New
43	Franklin Resources San Mateo, California	$146M	+$153M	2	0.08%	New
44	BlackRock Group London, United Kingdom	$139M	+$149M	3	0.11%	New
45	RIM Rainier Investment Management Seattle, Washington	$127M	+$133M	2	1.15%	New
46	Fred Alger Management New York	$123M	+$133M	1	0.73%	New
47	CCI Columbus Circle Investors	$118M	+$121M	2	0.95%	New
48	Maverick Capital Dallas, Texas	$115M	+$125M	1	1.56%	New
49	Massachusetts Financial Services Boston, Massachusetts	$100M	+$108M	1	0.07%	New
50	Calamos Advisors Naperville, Illinois	$99.1M	+$107M	1	0.65%	New