← 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	Tiger Global Management New York	$323M	+$67.4M	2	1.94%	Increased
77	RhumbLine Advisers Boston, Massachusetts	$319M	+$9.22M	4	0.67%	Increased
78	DZ Bank Frankfurt Am Main, Germany	$309M	+$343M	2	1.04%	Increased
79	Raymond James & Associates St Petersburg, Florida	$309M	+$35.3M	3	0.49%	Increased
80	Dimensional Fund Advisors Austin, Texas	$288M	+$21.1M	3	0.15%	Increased
81	Bank of Montreal Toronto, Ontario, Canada	$278M	-$31.2M	3	0.32%	Reduced
82	Ensign Peak Advisors Salt Lake City, Utah	$275M	+$98.3M	3	0.92%	Increased
83	Generation Investment Management London, United Kingdom	$273M	-$53.1M	1	1.94%	Reduced
84	STRS Ohio Columbus, Ohio	$266M	-$18.1M	3	1.4%	Reduced
85	Citigroup New York	$265M	+$10.8M	4	0.24%	Increased
86	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$262M	+$17.5M	2	0.29%	Increased
87	SCM Steadfast Capital Management New York	$250M	+$74.2M	2	3.84%	Increased
88	State Board of Administration of Florida Retirement System Tallahassee, Florida	$241M	+$9.01M	3	0.73%	Increased
89	New York State Teachers Retirement System (NYSTRS) Albany, New York	$238M	+$1.66M	3	0.72%	Increased
90	Whale Rock Capital Management Boston, Massachusetts	$237M	+$11.7M	1	3.23%	Increased
91	Farallon Capital Management San Francisco, California	$232M	-$18.9M	1	2%	Reduced
92	Korea Investment Corp Seoul, South Korea	$231M	+$6.53M	2	1.01%	Increased
93	SCGE Management Menlo Park, California	$230M	+$31.3K	1	7.22%	Increased
94	1832 Asset Management Toronto, Ontario, Canada	$229M	+$64.5M	2	0.83%	Increased
95	SCM Suvretta Capital Management New York	$226M	-$147K	1	6.11%	Reduced
96	Assenagon Asset Management Senningerberg, Luxembourg	$222M	+$230M	2	1.77%	Increased
97	Adage Capital Partners Boston, Massachusetts	$220M	-$11.5M	3	0.66%	Reduced
98	Third Point New York	$220M	-$116M	1	3.5%	Reduced
99	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$212M	+$2.98M	2	0.72%	Increased
100	CIP Champlain Investment Partners Burlington, Vermont	$212M	+$1.77M	1	1.91%	Increased