← 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	Norges Bank Oslo, Norway	$634M	-$42.5M	3	0.25%	Reduced
27	Baillie Gifford & Co Edinburgh, United Kingdom	$587M	-$18.7M	1	0.79%	Reduced
28	Lone Pine Capital Greenwich, Connecticut	$571M	+$546M	2	2.9%	New
29	Massachusetts Financial Services Boston, Massachusetts	$537M	+$1.27M	2	0.24%	Increased
30	Allianz Asset Management Munich, Germany	$533M	+$18.7M	3	0.51%	Increased
31	Manning & Napier Advisors Fairport, New York	$496M	-$46.7M	2	4.27%	Reduced
32	Invesco Atlanta, Georgia	$494M	-$28.9M	3	0.15%	Reduced
33	American Century Companies Kansas City, Missouri	$411M	+$2.47M	2	0.42%	Increased
34	TCM Tybourne Capital Management Hong Kong	$410M	+$179M	1	18.33%	Increased
35	Viking Global Investors Stamford, Connecticut	$410M	+$186M	1	2.76%	Increased
36	Carmignac Gestion Paris, France	$409M	-$46.5M	1	3.32%	Reduced
37	TCW Group Los Angeles, California	$409M	+$6.43M	2	3.4%	Increased
38	Fred Alger Management New York	$408M	-$53.8M	2	1.95%	Reduced
39	Waddell & Reed Financial Overland Park, Kansas	$390M	+$82.7M	2	0.86%	Increased
40	UBS AM Chicago, Illinois	$377M	-$18.5M	3	0.36%	Reduced
41	BNP Paribas Financial Markets Paris, France	$346M	+$5.76M	3	1.04%	Increased
42	Legal & General Group London, United Kingdom	$338M	+$23.9M	3	0.27%	Increased
43	AllianceBernstein Nashville, Tennessee	$331M	-$88.2M	3	0.26%	Reduced
44	Federated Hermes Pittsburgh, Pennsylvania	$321M	+$26.2M	2	0.92%	Increased
45	Teachers Advisors New York	$311M	-$2.53M	3	0.44%	Reduced
46	First Trust Advisors Wheaton, Illinois	$299M	+$49.8M	3	0.8%	Increased
47	Coatue Management New York	$279M	+$265M	2	2.51%	New
48	Swiss National Bank Zurich, Switzerland	$274M	+$13.3M	2	0.32%	Increased
49	Sustainable Growth Advisers Stamford, Connecticut	$273M	+$19.1M	1	3.99%	Increased
50	CCM Criterion Capital Management San Francisco, California	$262M	-$182M	2	12.62%	Reduced