← 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
SCGE Management
SCGE Management
California
$698M $0 1 15.59% Maintained
77
Public Investment Fund
Public Investment Fund
Saudi Arabia
$697M $0 1 1.98% Maintained
78
Jane Street
Jane Street
New York
$696M +$292M 7 0.18% Increased
79
Stifel Financial
Stifel Financial
Missouri
$691M +$6.87M 4 0.87% Increased
80
First Trust Advisors
First Trust Advisors
Illinois
$677M +$26.8M 5 0.74% Increased
81
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$677M -$47M 2 6.5% Reduced
82
1832 Asset Management
1832 Asset Management
Ontario, Canada
$670M +$16.6M 3 0.97% Increased
83
Lone Pine Capital
Lone Pine Capital
Connecticut
$658M $0 1 5.69% Maintained
84
Victory Capital Management
Victory Capital Management
Texas
$655M -$13.6M 6 0.69% Reduced
85
Los Angeles Capital Management
Los Angeles Capital Management
California
$651M +$115M 4 2.43% Increased
86
Principal Financial Group
Principal Financial Group
Iowa
$644M +$16M 6 0.41% Increased
87
Prudential Financial
Prudential Financial
New Jersey
$632M -$109M 5 0.96% Reduced
88
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$626M -$34.8M 6 0.87% Reduced
89
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$606M -$17.1M 4 1.2% Reduced
90
SEI Investments
SEI Investments
Pennsylvania
$604M -$68M 6 0.97% Reduced
91
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$591M +$47M 4 0.77% Increased
92
Citadel Advisors
Citadel Advisors
Florida
$590M +$130M 8 0.12% Increased
93
William Blair Investment Management
William Blair Investment Management
Illinois
$588M +$18.1M 2 1.71% Increased
94
Axiom Investors
Axiom Investors
Connecticut
$586M +$43.1M 1 5.75% Increased
95
Axa
Axa
France
$582M -$7.65M 4 1.88% Reduced
96
Putnam Investments
Putnam Investments
Massachusetts
$575M -$46.4M 2 0.76% Reduced
97
BI
BlueSpruce Investments
Illinois
$566M -$181M 1 10.82% Reduced
98
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$557M -$171M 1 4.73% Reduced
99
KBC Group
KBC Group
Belgium
$556M +$297K 4 1.97% Increased
100
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$540M -$49.9M 5 1.11% Reduced