← 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	Legal & General Group London, United Kingdom	$124M	-$5.58M	2	0.15%	Reduced
52	PHS PFM Health Sciences San Francisco, California	$121M	+$22.5M	2	2.2%	Increased
53	CCM Criterion Capital Management San Francisco, California	$116M	+$10.7M	2	3.86%	Increased
54	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$112M	-$310K	2	0.27%	Reduced
55	Thrivent Financial for Lutherans Minneapolis, Minnesota	$110M	+$14.6M	2	0.68%	Increased
56	Federated Hermes Pittsburgh, Pennsylvania	$107M	+$10.4M	2	0.36%	Increased
57	Teachers Advisors New York	$104M	+$14.7M	3	0.22%	Increased
58	HAM HHR Asset Management Berkeley Heights, New Jersey	$101M	-$4.87M	1	4.15%	Reduced
59	New York State Common Retirement Fund Albany, New York	$99.2M	-$5.69M	2	0.15%	Reduced
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$98.8M	+$14K	2	0.21%	Increased
61	Calamos Advisors Naperville, Illinois	$97.1M	+$3.93M	2	0.62%	Increased
62	Sustainable Growth Advisers Stamford, Connecticut	$96.9M	-$6.63M	1	2.04%	Reduced
63	GGHC Gilder Gagnon Howe & Co New York	$96.5M	+$72.3M	2	1.31%	Increased
64	SEI Trust Company Oaks, Pennsylvania	$90.1M	-$31.3M	2	0.9%	Reduced
65	TI Turner Investments Berwyn, Pennsylvania	$86.1M	-$12.3M	2	2.28%	Reduced
66	Credit Suisse Zurich, Switzerland	$82.7M	-$62.4M	3	0.08%	Reduced
67	Waddell & Reed Financial Overland Park, Kansas	$82.7M	-$1.62M	1	0.13%	Reduced
68	BlackRock New York	$81.2M	-$988K	3	0.13%	Reduced
69	Citigroup New York	$79.7M	+$55.6M	3	0.08%	Increased
70	MG Meritage Group San Francisco, California	$79.7M	+$31.1M	1	1.87%	Increased
71	Neuberger Berman Group New York	$79M	+$5.44M	3	0.08%	Increased
72	Charles Schwab San Francisco, California	$77.2M	+$4.38M	3	0.14%	Increased
73	NCGI Next Century Growth Investors Plymouth, Minnesota	$76.6M	-$7.18M	2	2.28%	Reduced
74	California Public Employees Retirement System Sacramento, California	$75.8M	-$2.53M	3	0.11%	Reduced
75	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$75.6M	+$833K	3	0.2%	Increased