← 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	Raymond James & Associates St Petersburg, Florida	$449M	+$35.3M	3	0.6%	Increased
77	Putnam Investments Boston, Massachusetts	$435M	-$26.2M	2	0.92%	Reduced
78	Viking Global Investors Stamford, Connecticut	$402M	-$421M	1	1.74%	Reduced
79	Russell Investments Group London, United Kingdom	$398M	-$78.3M	3	0.89%	Reduced
80	Dimensional Fund Advisors Austin, Texas	$397M	+$15.7M	3	0.17%	Increased
81	Citigroup New York	$393M	+$31.1M	4	0.31%	Increased
82	VVP Vulcan Value Partners Birmingham, Alabama	$357M	+$321M	1	2.81%	New
83	Ensign Peak Advisors Salt Lake City, Utah	$355M	-$13.9M	3	0.96%	Reduced
84	Holocene Advisors New York	$346M	+$112M	2	3.03%	Increased
85	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$343M	+$3.19M	2	0.32%	Increased
86	SCGE Management Menlo Park, California	$337M	+$11.3M	1	6.52%	Increased
87	Korea Investment Corp Seoul, South Korea	$337M	+$22.6M	2	1.24%	Increased
88	1832 Asset Management Toronto, Ontario, Canada	$336M	+$24.1M	2	1.01%	Increased
89	New York State Teachers Retirement System (NYSTRS) Albany, New York	$335M	+$16M	3	0.84%	Increased
90	STRS Ohio Columbus, Ohio	$331M	-$25.5M	3	1.45%	Reduced
91	State Board of Administration of Florida Retirement System Tallahassee, Florida	$330M	+$7.59M	3	0.81%	Increased
92	Barclays London, United Kingdom	$323M	-$106M	4	0.25%	Reduced
93	MG Meritage Group San Francisco, California	$323M	+$123M	2	6.81%	Increased
94	Axa Paris, France	$304M	+$27.2M	3	1.2%	Increased
95	SCM Steadfast Capital Management New York	$300M	-$37.8M	2	3.43%	Reduced
96	Stifel Financial St. Louis, Missouri	$299M	+$46.6M	3	0.69%	Increased
97	Pictet Asset Management (UK) London, United Kingdom	$298M	+$23.5M	2	0.51%	Increased
98	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$289M	+$4.44M	2	0.82%	Increased
99	Farallon Capital Management San Francisco, California	$286M	-$15M	1	2.29%	Reduced
100	Fidelity International Hamilton, Bermuda	$281M	+$79.8M	3	0.38%	Increased