← 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	Axa Paris, France	$188M	-$20.6M	3	0.75%	Reduced
102	Adage Capital Partners Boston, Massachusetts	$186M	+$67.1M	3	0.46%	Increased
103	Citadel Advisors Miami, Florida	$186M	+$15.8M	3	0.09%	Increased
104	SCGE Management Menlo Park, California	$184M	+$30.7M	1	9.31%	Increased
105	Whale Rock Capital Management Boston, Massachusetts	$181M	-$148K	1	3.35%	Reduced
106	Alyeska Investment Group Chicago, Illinois	$181M	+$158M	3	2.61%	Increased
107	Waddell & Reed Financial Overland Park, Kansas	$179M	-$41.6M	1	0.46%	Reduced
108	Balyasny Asset Management Chicago, Illinois	$174M	+$176M	2	1.2%	Increased
109	Eaton Vance Management Boston, Massachusetts	$172M	+$3.63M	2	0.37%	Increased
110	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$172M	+$9.05M	2	0.54%	Increased
111	New York State Teachers Retirement System (NYSTRS) Albany, New York	$170M	+$9.84M	2	0.43%	Increased
112	Marsico Capital Management Denver, Colorado	$169M	-$1.32M	2	6.57%	Reduced
113	William Blair & Company Chicago, Illinois	$168M	+$1M	3	0.97%	Increased
114	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$165M	+$172K	3	0.42%	Increased
115	SEI Investments Oaks, Pennsylvania	$162M	+$5.82M	3	0.41%	Increased
116	Thrivent Financial for Lutherans Minneapolis, Minnesota	$160M	-$10.7M	2	0.5%	Reduced
117	Two Sigma Investments New York	$160M	-$9.92M	3	0.54%	Reduced
118	PIMC Praesidium Investment Management Company New York	$159M	+$2.16M	1	10.44%	Increased
119	Arrowstreet Capital Boston, Massachusetts	$159M	-$221M	1	0.37%	Reduced
120	Manning & Napier Group Fairport, New York	$153M	-$4.71M	1	1.71%	Reduced
121	Nordea Investment Management Stockholm, Sweden	$150M	+$20.7M	2	0.33%	Increased
122	Fort Washington Investment Advisors Cincinnati, Ohio	$150M	+$1.71M	1	1.66%	Increased
123	MN Services Vermogensbeheer The Hague, Netherlands	$149M	+$70.1M	2	1.38%	Increased
124	Stifel Financial St. Louis, Missouri	$149M	-$10.1M	3	0.38%	Reduced
125	Millennium Management New York	$147M	+$14.8M	4	0.23%	Increased