← 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	Artisan Partners Milwaukee, Wisconsin	$126M	+$16.1M	1	0.25%	Increased
77	Alyeska Investment Group Chicago, Illinois	$122M	+$63.1M	2	1.13%	Increased
78	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$120M	+$106M	2	2.62%	Increased
79	EC Eminence Capital New York	$120M	+$11.3M	1	2%	Increased
80	Harding Loevner Bridgewater, New Jersey	$116M	-$425K	1	0.84%	Reduced
81	Parametric Portfolio Associates Seattle, Washington	$116M	-$16.9M	3	0.17%	Reduced
82	Emerald Acquisition Seattle, Washington	$115M	-$10.9M	3	0.22%	Reduced
83	Credit Suisse Zurich, Switzerland	$107M	+$15.2M	3	0.1%	Increased
84	Fiduciary Management Inc Milwaukee, Wisconsin	$105M	-$33.4K	1	0.66%	Reduced
85	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$104M	-$5.46M	3	0.15%	Reduced
86	Macquarie Group Sydney, NSW 2000, Australia	$104M	+$44.7M	3	0.2%	Increased
87	William Blair Investment Management Chicago, Illinois	$101M	-$13.2M	3	0.38%	Reduced
88	Pictet Asset Management (UK) London, United Kingdom	$99.2M	+$14.7M	2	0.37%	Increased
89	Baird Financial Group Milwaukee, Wisconsin	$98.3M	+$34.5M	3	0.88%	Increased
90	MTB Mizuho Trust & Banking Tokyo, Japan	$93.5M	+$1.54M	3	0.28%	Increased
91	William Blair & Company Chicago, Illinois	$93.1M	+$1.4M	3	0.82%	Increased
92	PHS PFM Health Sciences San Francisco, California	$92.8M	+$90.5M	2	2.72%	New
93	SRS Investment Management New York	$92.2M	+$39M	1	2.44%	Increased
94	State Board of Administration of Florida Retirement System Tallahassee, Florida	$90.6M	-$1.17M	3	0.28%	Reduced
95	Marsico Capital Management Denver, Colorado	$88M	-$2.92M	1	3.29%	Reduced
96	SEI Investments Oaks, Pennsylvania	$86.7M	+$8.97M	3	0.44%	Increased
97	HAM HHR Asset Management Berkeley Heights, New Jersey	$85.5M	+$14.3M	1	4.02%	Increased
98	RhumbLine Advisers Boston, Massachusetts	$85.3M	+$3.82M	3	0.23%	Increased
99	Capital Fund Management (CFM) Paris, France	$85.2M	+$88.9M	2	0.78%	Increased
100	Dimensional Fund Advisors Austin, Texas	$84.9M	+$1.17M	3	0.05%	Increased