← 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	Pictet Asset Management (UK) London, United Kingdom	$231M	+$17M	2	0.41%	Increased
102	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$227M	+$36.6M	2	0.62%	Increased
103	SCGE Management Menlo Park, California	$226M	+$19.8M	1	9.14%	Increased
104	Whale Rock Capital Management Boston, Massachusetts	$223M	+$19.9M	1	3.78%	Increased
105	Holocene Advisors New York	$223M	-$245M	1	2%	Reduced
106	Stifel Financial St. Louis, Missouri	$221M	+$55.6M	3	0.46%	Increased
107	CIP Champlain Investment Partners Burlington, Vermont	$207M	+$96.7M	1	1.51%	Increased
108	Ensign Peak Advisors Salt Lake City, Utah	$205M	+$197M	3	0.54%	New
109	FPM Francisco Partners Management San Francisco, California	$203M	+$195M	1	99.62%	New
110	William Blair & Company Chicago, Illinois	$200M	+$14.6M	3	1.03%	Increased
111	Axa Paris, France	$200M	-$6.72M	3	0.81%	Reduced
112	HSBC Holdings London, United Kingdom	$198M	+$39.1M	3	0.34%	Increased
113	Prudential Financial Newark, New Jersey	$192M	+$52.3M	3	0.28%	Increased
114	Nordea Investment Management Stockholm, Sweden	$191M	+$24.2M	2	0.38%	Increased
115	PIMC Praesidium Investment Management Company New York	$190M	+$11.6M	1	11.72%	Increased
116	SCM Steadfast Capital Management New York	$186M	+$173M	1	2.04%	New
117	D.E. Shaw & Co New York	$185M	-$27.4M	3	0.21%	Reduced
118	Eaton Vance Management Boston, Massachusetts	$185M	-$4.59M	2	0.36%	Reduced
119	Point72 Asset Management Stamford, Connecticut	$184M	-$53.2M	1	0.97%	Reduced
120	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$184M	+$1.41M	3	0.44%	Increased
121	Marsico Capital Management Denver, Colorado	$182M	-$2.63M	2	6.5%	Reduced
122	VanEck Associates New York	$181M	+$65.8M	2	0.7%	Increased
123	SEI Investments Oaks, Pennsylvania	$178M	+$379K	3	0.53%	Increased
124	Dorsal Capital Management Redwood City, California	$178M	+$27.3M	1	10.78%	Increased
125	1832 Asset Management Toronto, Ontario, Canada	$170M	+$26.5M	2	0.52%	Increased