← 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	Sustainable Growth Advisers Stamford, Connecticut	$136M	+$34.3M	1	2.91%	Increased
52	Legal & General Group London, United Kingdom	$128M	+$2.13M	2	0.15%	Increased
53	AGA Altrinsic Global Advisors Stamford, Connecticut	$122M	-$5.91M	1	2.15%	Reduced
54	First Trust Advisors Wheaton, Illinois	$122M	-$10.4M	2	0.51%	Reduced
55	Fiduciary Management Inc Milwaukee, Wisconsin	$121M	+$66.9M	1	0.64%	Increased
56	BlackRock Advisors Wilmington, Delaware	$117M	+$70.8M	3	0.11%	Increased
57	Thrivent Financial for Lutherans Minneapolis, Minnesota	$114M	+$1.26M	3	0.64%	Increased
58	Teachers Advisors New York	$113M	+$6.9M	3	0.23%	Increased
59	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$110M	-$3.85M	2	0.25%	Reduced
60	HAM HHR Asset Management Berkeley Heights, New Jersey	$109M	+$5.71M	1	4.32%	Increased
61	Royal Bank of Canada Toronto, Ontario, Canada	$107M	+$44.7M	3	0.07%	Increased
62	Federated Hermes Pittsburgh, Pennsylvania	$103M	-$5.59M	2	0.32%	Reduced
63	OppenheimerFunds New York	$98.3M	+$15.7M	1	0.11%	Increased
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$97.8M	-$2.85M	2	0.2%	Reduced
65	Waddell & Reed Financial Overland Park, Kansas	$94.4M	+$7.64M	1	0.14%	Increased
66	New York State Common Retirement Fund Albany, New York	$91.7M	-$9.09M	1	0.14%	Reduced
67	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$87.5M	+$9.14M	3	0.22%	Increased
68	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$86.3M	+$80.3M	1	2.09%	New
69	Charles Schwab San Francisco, California	$82.3M	+$3.42M	3	0.14%	Increased
70	BlackRock New York	$82.3M	+$41.5K	3	0.12%	Increased
71	Axa Paris, France	$80.7M	+$6.28M	2	0.34%	Increased
72	CCM Conatus Capital Management Greenwich, Connecticut	$80.2M	+$74.6M	1	3.7%	New
73	Credit Suisse Zurich, Switzerland	$78.3M	-$5.45M	3	0.06%	Reduced
74	GP GLG Partners London, United Kingdom	$77.3M	-$120M	2	1.84%	Reduced
75	California Public Employees Retirement System Sacramento, California	$77.1M	-$2.71M	3	0.1%	Reduced