← 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	TD Asset Management Toronto, Ontario, Canada	$570M	-$52.4M	4	0.65%	Reduced
77	Envestnet Asset Management Chicago, Illinois	$569M	+$7.15M	5	0.25%	Increased
78	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$560M	$0	1	1.44%	Maintained
79	SCGE Management Menlo Park, California	$555M	$0	1	13.09%	Maintained
80	Prudential Financial Newark, New Jersey	$553M	-$11.5M	5	0.8%	Reduced
81	D.E. Shaw & Co New York	$549M	-$41.4M	6	0.56%	Reduced
82	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$548M	+$29.8M	3	0.88%	Increased
83	Lazard Asset Management New York	$547M	-$169M	4	0.67%	Reduced
84	SEI Investments Oaks, Pennsylvania	$547M	+$75.5M	6	0.95%	Increased
85	Stifel Financial St. Louis, Missouri	$540M	+$34.9M	5	0.74%	Increased
86	TCW Group Los Angeles, California	$529M	+$29.1M	2	5.86%	Increased
87	Principal Financial Group Des Moines, Iowa	$523M	+$1.19M	6	0.36%	Increased
88	Nikko Asset Management Americas New York	$513M	+$52.2M	2	5.4%	Increased
89	Ensign Peak Advisors Salt Lake City, Utah	$509M	+$55.6M	4	1.03%	Increased
90	Janus Henderson Group London,	$507M	-$38.8M	5	0.32%	Reduced
91	VVP Vulcan Value Partners Birmingham, Alabama	$495M	-$13.3M	2	6.22%	Reduced
92	NIEF Nalanda India Equity Fund Mauritius	$494M	$0	1	75.82%	Maintained
93	First Trust Advisors Wheaton, Illinois	$491M	+$63.3M	5	0.56%	Increased
94	Putnam Investments Boston, Massachusetts	$489M	+$29.6M	2	0.72%	Increased
95	Axa Paris, France	$475M	+$43.6M	4	1.58%	Increased
96	CIBC Private Wealth Group Atlanta, Georgia	$466M	+$1.8M	4	1.02%	Increased
97	DekaBank Deutsche Girozentrale Frankfurt, Germany	$465M	+$19.4M	5	1.04%	Increased
98	Schroder Investment Management Group London, United Kingdom	$462M	+$48.5M	4	0.66%	Increased
99	VanEck Associates New York	$435M	-$79.1M	3	0.95%	Reduced
100	Jane Street New York	$429M	+$322M	7	0.14%	Increased