← 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
51	CCM Criterion Capital Management San Francisco, California	$104M	-$150M	1	3.69%	Reduced
52	Credit Suisse Zurich, Switzerland	$102M	-$19M	2	0.1%	Reduced
53	HAM HHR Asset Management Berkeley Heights, New Jersey	$98.2M	-$15.6M	1	4.3%	Reduced
54	Federated Hermes Pittsburgh, Pennsylvania	$96.3M	+$3.94M	2	0.37%	Increased
55	SEI Trust Company Oaks, Pennsylvania	$95.3M	+$2.76M	2	1.05%	Increased
56	New York State Common Retirement Fund Albany, New York	$95M	+$6.98M	2	0.16%	Increased
57	CAM Contour Asset Management New York	$93.4M	+$46.5M	1	5.2%	Increased
58	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$91.6M	-$2.26M	1	0.24%	Reduced
59	PHS PFM Health Sciences San Francisco, California	$90M	+$49.9M	1	2.17%	Increased
60	STRS Ohio Columbus, Ohio	$89.7M	-$1.82M	1	0.4%	Reduced
61	First Trust Advisors Wheaton, Illinois	$86M	+$15.8M	3	0.47%	Increased
62	American Century Companies Kansas City, Missouri	$85.1M	-$6.97M	2	0.11%	Reduced
63	Renaissance Technologies New York	$82.8M	+$58M	2	0.2%	Increased
64	California Public Employees Retirement System Sacramento, California	$81.7M	+$314K	3	0.15%	Increased
65	BlackRock Investment Management Wilmington, Delaware	$81M	+$25.5M	3	0.13%	Increased
66	Northern Trust Company of Connecticut Stamford, Connecticut	$80.6M	+$8.22M	3	0.52%	Increased
67	NCGI Next Century Growth Investors Plymouth, Minnesota	$77.4M	-$25.7M	2	2.22%	Reduced
68	Calamos Advisors Naperville, Illinois	$77.3M	-$50M	2	0.48%	Reduced
69	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$77.1M	+$775K	1	0.17%	Increased
70	Neuberger Berman Group New York	$77M	+$20.3M	2	0.09%	Increased
71	Teachers Advisors New York	$74.7M	+$16.4M	3	0.19%	Increased
72	GLG Inc New York	$74.5M	+$56M	2	1.46%	Increased
73	BlackRock New York	$72.9M	+$9.98M	3	0.14%	Increased
74	NFA Nationwide Fund Advisors Columbus, Ohio	$70.7M	+$3.43M	2	0.32%	Increased
75	Axa Paris, France	$68.2M	-$6.53M	2	0.34%	Reduced