← 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
76	NCGI Next Century Growth Investors Plymouth, Minnesota	$73.7M	-$4.61M	2	2.36%	Reduced
77	Parametric Portfolio Associates Seattle, Washington	$73M	+$475K	3	0.16%	Increased
78	Prudential plc London, England, United Kingdom	$70.4M	+$1.3M	2	0.29%	Increased
79	Alkeon Capital Management New York	$68.2M	+$9.32M	1	1.25%	Increased
80	State Board of Administration of Florida Retirement System Tallahassee, Florida	$68.1M	+$4.83M	3	0.22%	Increased
81	CAM Contour Asset Management New York	$68M	-$5.76M	1	3.29%	Reduced
82	TI Turner Investments Berwyn, Pennsylvania	$67.8M	-$18.6M	2	3%	Reduced
83	STRS Ohio Columbus, Ohio	$67.2M	-$3.65M	1	0.3%	Reduced
84	Neuberger Berman Group New York	$66.5M	-$13.7M	2	0.06%	Reduced
85	American Century Companies Kansas City, Missouri	$66.2M	-$2.69M	3	0.08%	Reduced
86	RhumbLine Advisers Boston, Massachusetts	$65.9M	+$2.16M	3	0.19%	Increased
87	Calamos Advisors Naperville, Illinois	$62.2M	-$34.1M	2	0.39%	Reduced
88	New York State Teachers Retirement System (NYSTRS) Albany, New York	$61.6M	-$862K	1	0.16%	Reduced
89	RIM Rainier Investment Management Seattle, Washington	$60.7M	-$87.7M	1	0.94%	Reduced
90	NFA Nationwide Fund Advisors Columbus, Ohio	$59.9M	-$13.9M	2	0.24%	Reduced
91	UBS Zurich, Switzerland	$59M	+$3.98M	3	0.05%	Increased
92	William Blair & Company Chicago, Illinois	$57.8M	+$330K	1	0.09%	Increased
93	Prudential Financial Newark, New Jersey	$56.2M	-$300K	3	0.1%	Reduced
94	Bank of Montreal Toronto, Ontario, Canada	$54.8M	+$14.1M	3	0.06%	Increased
95	MTB Mizuho Trust & Banking Tokyo, Japan	$54.6M	-$316K	2	0.2%	Reduced
96	AGF Investments Inc Toronto, Ontario, Canada	$54.5M	-$1.21M	1	0.53%	Reduced
97	SEI Trust Company Oaks, Pennsylvania	$54.4M	-$34.6M	2	0.52%	Reduced
98	State of Wisconsin Investment Board Madison, Wisconsin	$54.4M	+$7.04M	3	0.2%	Increased
99	MSA Mason Street Advisors Milwaukee, Wisconsin	$54.3M	-$5.28M	3	0.42%	Reduced
100	APG Asset Management Amsterdam, Netherlands	$53.6M	+$8.25M	2	0.11%	Increased