← 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	Baillie Gifford & Co Edinburgh, United Kingdom	$577M	+$5.61M	1	0.84%	Increased
27	Massachusetts Financial Services Boston, Massachusetts	$507M	-$5.19M	2	0.24%	Reduced
28	Invesco Atlanta, Georgia	$478M	-$1.9M	3	0.16%	Reduced
29	Manning & Napier Advisors Fairport, New York	$470M	-$220M	2	3.65%	Reduced
30	Goldman Sachs New York	$466M	+$30.3M	3	0.13%	Increased
31	Allianz Asset Management Munich, Germany	$462M	-$14.8M	3	0.45%	Reduced
32	Fred Alger Management New York	$424M	+$58.4M	2	2.11%	Increased
33	CCM Criterion Capital Management San Francisco, California	$400M	-$72.7M	2	14.7%	Reduced
34	AllianceBernstein Nashville, Tennessee	$382M	+$33.4M	3	0.3%	Increased
35	Carmignac Gestion Paris, France	$379M	+$1.03M	1	2.91%	Increased
36	American Century Companies Kansas City, Missouri	$379M	-$28.7M	2	0.39%	Reduced
37	TCW Group Los Angeles, California	$362M	-$61M	2	3.02%	Reduced
38	UBS AM Chicago, Illinois	$357M	-$77.1M	3	0.36%	Reduced
39	BNP Paribas Financial Markets Paris, France	$321M	+$26.4M	3	0.85%	Increased
40	Teachers Advisors New York	$290M	+$20.6M	3	0.42%	Increased
41	Legal & General Group London, United Kingdom	$290M	+$16.8M	3	0.25%	Increased
42	Westfield Capital Management Boston, Massachusetts	$277M	-$56.7M	2	2.38%	Reduced
43	Waddell & Reed Financial Overland Park, Kansas	$275M	+$4.22M	2	0.58%	Increased
44	Federated Hermes Pittsburgh, Pennsylvania	$260M	+$33M	2	0.74%	Increased
45	Third Point New York	$247M	+$240M	1	2.41%	New
46	Sustainable Growth Advisers Stamford, Connecticut	$242M	+$10.7M	1	4.11%	Increased
47	Swiss National Bank Zurich, Switzerland	$240M	+$50.8M	2	0.3%	Increased
48	VOYA Investment Management Atlanta, Georgia	$236M	+$47.5M	3	0.54%	Increased
49	First Trust Advisors Wheaton, Illinois	$235M	-$14.5M	3	0.65%	Reduced
50	Capital World Investors Los Angeles, California	$233M	-$18.9M	1	0.06%	Reduced