← 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	First Trust Advisors Wheaton, Illinois	$107M	+$14.7M	2	0.52%	Increased
52	HAM HHR Asset Management Berkeley Heights, New Jersey	$103M	-$1.87M	1	4.13%	Reduced
53	CCM Criterion Capital Management San Francisco, California	$101M	-$9.68M	2	3.2%	Reduced
54	New York State Common Retirement Fund Albany, New York	$101M	+$9.57K	3	0.16%	Increased
55	Sustainable Growth Advisers Stamford, Connecticut	$99.8M	-$62.5M	1	2.16%	Reduced
56	PHS PFM Health Sciences San Francisco, California	$97.4M	+$1.65M	1	1.96%	Increased
57	OppenheimerFunds New York	$95.9M	-$283M	2	0.12%	Reduced
58	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$94.8M	+$12.2M	2	0.2%	Increased
59	Thrivent Financial for Lutherans Minneapolis, Minnesota	$93.1M	+$89.4M	3	0.57%	Increased
60	TI Turner Investments Berwyn, Pennsylvania	$92.2M	-$21.4M	2	1.65%	Reduced
61	Federated Hermes Pittsburgh, Pennsylvania	$92M	-$10.4M	2	0.32%	Reduced
62	CAM Contour Asset Management New York	$89.6M	-$9.45M	1	4.94%	Reduced
63	STRS Ohio Columbus, Ohio	$89.3M	-$5.88M	1	0.4%	Reduced
64	Calamos Advisors Naperville, Illinois	$89.1M	+$6.09M	2	0.57%	Increased
65	Teachers Advisors New York	$86.5M	+$6.83M	3	0.2%	Increased
66	AGA Altrinsic Global Advisors Stamford, Connecticut	$82.5M	+$83.9M	1	1.44%	New
67	NFA Nationwide Fund Advisors Columbus, Ohio	$79.7M	+$3.94M	2	0.33%	Increased
68	BlackRock New York	$78.8M	+$1.01M	3	0.13%	Increased
69	Waddell & Reed Financial Overland Park, Kansas	$78.7M	+$13.1M	1	0.13%	Increased
70	California Public Employees Retirement System Sacramento, California	$78.4M	-$6.82M	3	0.11%	Reduced
71	NCGI Next Century Growth Investors Plymouth, Minnesota	$78.2M	-$4.87M	2	2.16%	Reduced
72	Neuberger Berman Group New York	$76.9M	+$361K	2	0.08%	Increased
73	Northern Trust Company of Connecticut Stamford, Connecticut	$74.2M	-$10.3M	3	0.46%	Reduced
74	Axa Paris, France	$73.3M	+$528K	2	0.33%	Increased
75	American Century Companies Kansas City, Missouri	$73.1M	-$16.8M	2	0.09%	Reduced