← 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
Goldman Sachs
Goldman Sachs
New York
$517M +$203M 3 0.16% Increased
27
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$456M +$57.6M 3 0.32% Increased
28
Norges Bank
Norges Bank
Norway
$453M +$228M 3 0.12% Increased
29
Managed Account Advisors
Managed Account Advisors
New Jersey
$384M +$25.1M 3 0.46% Increased
30
CCM
Criterion Capital Management
California
$384M +$234M 2 11.44% Increased
31
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$369M +$54M 3 0.34% Increased
32
AllianceBernstein
AllianceBernstein
Tennessee
$362M +$70.1M 3 0.31% Increased
33
Allianz Asset Management
Allianz Asset Management
Germany
$359M -$30.6M 2 0.45% Reduced
34
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$333M +$77.2M 2 0.17% Increased
35
Franklin Resources
Franklin Resources
California
$306M -$24.2M 2 0.13% Reduced
36
Marsico Capital Management
Marsico Capital Management
Colorado
$295M -$50.7M 1 2.14% Reduced
37
CCI
Columbus Circle Investors
$286M +$36.5M 2 1.95% Increased
38
Artisan Partners
Artisan Partners
Wisconsin
$281M -$115M 1 0.49% Reduced
39
Geode Capital Management
Geode Capital Management
Massachusetts
$278M +$6.18M 3 0.18% Increased
40
Westfield Capital Management
Westfield Capital Management
Massachusetts
$276M +$27.4M 2 1.64% Increased
41
Bank of America
Bank of America
North Carolina
$276M -$123M 3 0.09% Reduced
42
BlackRock Group
BlackRock Group
United Kingdom
$250M +$8.23M 3 0.14% Increased
43
Fred Alger Management
Fred Alger Management
New York
$225M +$14.4M 2 1.11% Increased
44
Coatue Management
Coatue Management
New York
$212M +$197M 1 2.64% New
45
1832 Asset Management
1832 Asset Management
Ontario, Canada
$188M +$25.6M 2 0.59% Increased
46
Russell Frank Company
Russell Frank Company
Washington
$181M -$1.86M 3 0.32% Reduced
47
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$161M -$574M 3 0.15% Reduced
48
CCM
Cornerstone Capital Management
Minnesota
$149M -$5.15M 1 4.76% Reduced
49
EC
Eminence Capital
New York
$139M -$36.3M 1 2.3% Reduced
50
BlackRock Investment Management
BlackRock Investment Management
Delaware
$137M +$69.3M 3 0.18% Increased
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