← 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
Janus Henderson Group
Janus Henderson Group
$926M -$528M 6 0.51% Reduced
77
LPL Financial
LPL Financial
California
$888M +$143M 7 0.35% Increased
78
Winslow Capital Management
Winslow Capital Management
Minnesota
$879M +$524M 3 3.51% Increased
79
National Bank of Canada
National Bank of Canada
Quebec, Canada
$823M +$318M 6 0.86% Increased
80
AQR Capital Management
AQR Capital Management
Connecticut
$781M +$380M 6 0.8% Increased
81
ValueAct Holdings
ValueAct Holdings
California
$778M $0 1 16.98% Maintained
82
Polen Capital Management
Polen Capital Management
Florida
$758M -$664M 2 2.38% Reduced
83
Stifel Financial
Stifel Financial
Missouri
$751M +$34.5M 6 0.8% Increased
84
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$737M +$181M 6 1.57% Increased
85
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$723M +$145M 4 2.28% Increased
86
Two Sigma Investments
Two Sigma Investments
New York
$722M +$703M 5 1.54% Increased
87
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$719M +$2.5M 6 0.12% Increased
88
Russell Investments Group
Russell Investments Group
United Kingdom
$692M +$126M 7 0.95% Increased
89
Two Sigma Advisers
Two Sigma Advisers
New York
$683M +$646M 5 1.54% Increased
90
Allianz Asset Management
Allianz Asset Management
Germany
$664M +$111M 6 0.87% Increased
91
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$662M -$28.4M 4 1.3% Reduced
92
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$662M +$191M 3 1.29% Increased
93
Axa
Axa
France
$660M +$82.7M 5 2.17% Increased
94
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$653M -$41.8M 6 1.25% Reduced
95
NIEF
Nalanda India Equity Fund
Mauritius
$639M $0 1 83.66% Maintained
96
ARK Investment Management
ARK Investment Management
Florida
$636M -$254M 3 6.37% Reduced
97
First Eagle Investment Management
First Eagle Investment Management
New York
$636M +$4.59M 1 1.33% Increased
98
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$634M -$4.44M 6 0.93% Reduced
99
Westfield Capital Management
Westfield Capital Management
Massachusetts
$631M +$67.4M 4 3.07% Increased
100
Alphinity Investment Management
Alphinity Investment Management
Australia
$608M +$115M 1 4.12% Increased