← 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
101	Fort Washington Investment Advisors Cincinnati, Ohio	$152M	+$22.7M	1	1.86%	Increased
102	VM Valinor Management New York	$151M	+$6.76M	2	7.39%	Increased
103	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$149M	+$6.69M	2	0.62%	Increased
104	New York State Teachers Retirement System (NYSTRS) Albany, New York	$146M	+$570K	1	0.41%	Increased
105	AMF Tjänstepension Stockholm, Sweden	$142M	+$13.9M	1	1.56%	Increased
106	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$142M	+$6.21M	2	0.18%	Increased
107	Adage Capital Partners Boston, Massachusetts	$140M	-$6.35M	1	0.39%	Reduced
108	William Blair & Company Chicago, Illinois	$139M	-$2.49M	3	1.01%	Reduced
109	Holocene Advisors New York	$137M	-$15.9M	1	2.2%	Reduced
110	Eaton Vance Management Boston, Massachusetts	$136M	+$3.36M	2	0.35%	Increased
111	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$135M	+$995K	2	0.56%	Increased
112	Two Sigma Advisers New York	$133M	-$246M	2	0.36%	Reduced
113	Fiduciary Management Inc Milwaukee, Wisconsin	$127M	-$489K	1	0.91%	Reduced
114	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$122M	+$62.6M	2	0.33%	Increased
115	Millennium Management New York	$119M	-$155M	3	0.19%	Reduced
116	Prudential Financial Newark, New Jersey	$118M	-$1.45M	3	0.21%	Reduced
117	HSBC Holdings London, United Kingdom	$117M	-$7.07M	3	0.22%	Reduced
118	Stifel Financial St. Louis, Missouri	$114M	+$7.78M	2	0.37%	Increased
119	Corvex Management New York	$113M	+$23.9M	1	4.22%	Increased
120	GGHC Gilder Gagnon Howe & Co New York	$112M	-$689K	2	1.59%	Reduced
121	Melvin Capital Management New York	$111M	-$81.6M	1	1.51%	Reduced
122	Commerzbank Aktiengesellschaft Frankfurt, Germany	$111M	+$12.5M	2	1.14%	Increased
123	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$110M	$0	1	3.63%	Maintained
124	PIMC Praesidium Investment Management Company New York	$109M	+$33.3M	1	9.16%	Increased
125	Jericho Capital Asset Management New York	$109M	+$109M	1	11.11%	New