← 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
Generation Investment Management
Generation Investment Management
United Kingdom
$173M -$34.6M 1 1.26% Reduced
102
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$171M +$2.53M 2 0.43% Increased
103
William Blair & Company
William Blair & Company
Illinois
$171M +$7.18M 3 1.04% Increased
104
Castle Hook Partners
Castle Hook Partners
New York
$171M +$121M 2 8.6% Increased
105
Adage Capital Partners
Adage Capital Partners
Massachusetts
$168M +$5.53M 1 0.42% Increased
106
AMF Tjänstepension
AMF Tjänstepension
Sweden
$165M +$683K 1 1.64% Increased
107
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$163M -$2.44M 1 1.07% Reduced
108
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$163M +$4.33M 2 0.6% Increased
109
National Pension Service
National Pension Service
South Korea
$157M +$5.62M 2 0.6% Increased
110
PIMC
Praesidium Investment Management Company
New York
$154M +$2.67M 1 10.25% Increased
111
SEI Investments
SEI Investments
Pennsylvania
$154M -$48.8M 3 0.52% Reduced
112
SCGE Management
SCGE Management
California
$151M $0 1 9.42% Maintained
113
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$147M +$60M 3 0.57% Increased
114
Stifel Financial
Stifel Financial
Missouri
$146M +$12.3M 3 0.41% Increased
115
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143M -$21.1M 2 0.16% Reduced
116
Eagle Asset Management
Eagle Asset Management
Florida
$143M +$39.6M 2 0.76% Increased
117
Neuberger Berman Group
Neuberger Berman Group
New York
$140M +$54M 2 0.17% Increased
118
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$134M -$14.9M 1 6.08% Reduced
119
GGHC
Gilder Gagnon Howe & Co
New York
$134M -$1.1M 2 1.43% Reduced
120
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$133M +$15.6M 3 0.5% Increased
121
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$132M -$168M 2 2.18% Reduced
122
NSLI
Nan Shan Life Insurance
Taiwan
$132M +$28.3M 2 2.6% Increased
123
Canada Life
Canada Life
Manitoba, Canada
$132M +$33.3M 2 0.35% Increased
124
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$131M +$2.65M 1 1.2% Increased
125
Nordea Investment Management
Nordea Investment Management
Sweden
$131M +$31.2M 2 0.27% Increased