← 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	TCM Tybourne Capital Management Hong Kong	$196M	+$1.71M	1	9.51%	Increased
52	Sustainable Growth Advisers Stamford, Connecticut	$192M	+$7.11M	1	3.83%	Increased
53	Federated Hermes Pittsburgh, Pennsylvania	$190M	-$12.4M	2	0.57%	Reduced
54	SRS Investment Management New York	$184M	+$101M	2	5.3%	Increased
55	Alyeska Investment Group Chicago, Illinois	$177M	+$63.5M	2	1.46%	Increased
56	New York State Common Retirement Fund Albany, New York	$175M	+$6.54M	3	0.25%	Increased
57	Putnam Investments Boston, Massachusetts	$163M	-$40.7M	3	0.39%	Reduced
58	Charles Schwab San Francisco, California	$161M	+$8.8M	3	0.18%	Increased
59	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$161M	+$49.5M	2	3.09%	Increased
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$158M	-$3.05M	2	0.26%	Reduced
61	Swiss National Bank Zurich, Switzerland	$157M	+$1.28M	2	0.25%	Increased
62	VOYA Investment Management Atlanta, Georgia	$156M	+$140M	3	0.37%	Increased
63	1832 Asset Management Toronto, Ontario, Canada	$155M	+$161M	2	0.47%	Increased
64	STRS Ohio Columbus, Ohio	$151M	+$5.99M	2	0.67%	Increased
65	Sachem Head Capital Management New York	$146M	+$155M	1	5.58%	New
66	Artisan Partners Milwaukee, Wisconsin	$145M	+$25.4M	1	0.3%	Increased
67	Janus Henderson Group London,	$135M	+$14.3M	2	0.99%	Increased
68	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$131M	-$3.32M	2	0.27%	Reduced
69	Millennium Management New York	$131M	+$119M	3	0.27%	Increased
70	EC Eminence Capital New York	$126M	+$4.19M	1	1.97%	Increased
71	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$123M	-$3.48M	3	0.25%	Reduced
72	Deutsche Bank Frankfurt Am Main Ge, Germany	$121M	-$58M	3	0.1%	Reduced
73	Schroder Investment Management Group London, United Kingdom	$119M	-$12.9M	3	0.23%	Reduced
74	Fiduciary Management Inc Milwaukee, Wisconsin	$117M	+$10.4M	1	0.72%	Increased
75	abrdn Investment Management Edinburgh, United Kingdom	$116M	-$77M	1	0.4%	Reduced