← 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	Nordea Investment Management Stockholm, Sweden	$210M	+$34.4M	2	0.51%	Increased
102	Pictet Asset Management (UK) London, United Kingdom	$207M	-$1.41M	2	0.44%	Reduced
103	Thrivent Financial for Lutherans Minneapolis, Minnesota	$207M	-$66.6M	2	0.74%	Reduced
104	PIMC Praesidium Investment Management Company New York	$205M	+$13.6M	1	16.57%	Increased
105	Axa Paris, France	$201M	+$15.3M	3	1.01%	Increased
106	HSBC Holdings London, United Kingdom	$200M	+$21.1M	3	0.46%	Increased
107	APG Asset Management Amsterdam, Netherlands	$199M	+$116M	2	0.39%	Increased
108	William Blair & Company Chicago, Illinois	$195M	+$15.4M	3	1.22%	Increased
109	HCM HMI Capital Management San Francisco, California	$192M	-$42.7M	1	12.75%	Reduced
110	Stifel Financial St. Louis, Missouri	$187M	-$16.2M	3	0.52%	Reduced
111	Polar Capital London, United Kingdom	$186M	+$45.6M	2	2%	Increased
112	Susquehanna International Group Bala Cynwyd, Pennsylvania	$186M	-$187M	3	0.06%	Reduced
113	State of Wisconsin Investment Board Madison, Wisconsin	$181M	-$31.5M	3	0.6%	Reduced
114	Manning & Napier Group Fairport, New York	$181M	+$21.1M	2	2.13%	Increased
115	ROIC Route One Investment Company San Francisco, California	$180M	+$214M	1	5.89%	New
116	FPM Francisco Partners Management San Francisco, California	$179M	$0	1	99.42%	Maintained
117	Eaton Vance Management Boston, Massachusetts	$178M	+$7.1M	2	0.43%	Increased
118	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$177M	+$10.5M	3	0.52%	Increased
119	Prudential Financial Newark, New Jersey	$176M	-$506K	3	0.39%	Reduced
120	Waddell & Reed Financial Overland Park, Kansas	$169M	-$123M	2	0.55%	Reduced
121	Macquarie Group Sydney, NSW 2000, Australia	$169M	+$25.1M	3	0.35%	Increased
122	Nomura Asset Management Tokyo, Japan	$163M	+$77.5M	2	1.69%	Increased
123	SEI Investments Oaks, Pennsylvania	$161M	-$573K	3	0.59%	Reduced
124	Marsico Capital Management Denver, Colorado	$159M	-$7.85M	2	6.83%	Reduced
125	Canada Life Winnipeg, Manitoba, Canada	$158M	+$2.99M	2	0.42%	Increased