← 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
Federated Hermes
Federated Hermes
Pennsylvania
$395M -$49.1M 2 1.08% Reduced
52
Westfield Capital Management
Westfield Capital Management
Massachusetts
$367M +$42.9M 2 3.13% Increased
53
Fidelity International
Fidelity International
Bermuda
$364M +$51.1M 3 0.65% Increased
54
AllianceBernstein
AllianceBernstein
Tennessee
$346M +$14.4M 3 0.26% Increased
55
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$341M +$23.1M 1 4.41% Increased
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$328M -$9M 3 0.47% Reduced
57
Bessemer Group
Bessemer Group
New Jersey
$326M +$1.24M 2 1.42% Increased
58
Bank of Montreal
Bank of Montreal
Ontario, Canada
$325M +$29.4M 3 0.31% Increased
59
Capital International Investors
Capital International Investors
California
$324M -$113M 1 0.16% Reduced
60
TCM
Tybourne Capital Management
Hong Kong
$320M +$72.9M 1 14.21% Increased
61
Principal Financial Group
Principal Financial Group
Iowa
$295M +$26.3M 3 0.31% Increased
62
NIEF
Nalanda India Equity Fund
Mauritius
$292M +$308M 1 100% New
63
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$284M -$9.1M 2 1.02% Reduced
64
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$259M -$135M 2 0.73% Reduced
65
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$249M +$134M 2 4.49% Increased
66
Deutsche Bank
Deutsche Bank
Germany
$244M -$230M 3 0.17% Reduced
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$239M -$14M 3 0.34% Reduced
68
Credit Suisse
Credit Suisse
Switzerland
$238M +$4.1M 3 0.25% Increased
69
Sachem Head Capital Management
Sachem Head Capital Management
New York
$231M +$59.8M 1 14.08% Increased
70
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$229M -$79.4M 2 0.57% Reduced
71
SCM
Suvretta Capital Management
New York
$228M -$143M 1 13.57% Reduced
72
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$224M +$44.1M 2 0.21% Increased
73
STRS Ohio
STRS Ohio
Ohio
$221M +$1.75M 3 1.12% Increased
74
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$220M +$8.46M 3 0.5% Increased
75
Asset Management One
Asset Management One
Japan
$215M +$2.34M 2 0.51% Increased