← 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	Adage Capital Partners Boston, Massachusetts	$275M	-$17.1M	2	0.7%	Reduced
102	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$272M	+$33.2M	2	0.66%	Increased
103	Thrivent Financial for Lutherans Minneapolis, Minnesota	$269M	-$14.3M	2	0.81%	Reduced
104	Third Point New York	$267M	-$16.8M	1	3.65%	Reduced
105	William Blair & Company Chicago, Illinois	$265M	+$5.23M	3	1.26%	Increased
106	First Eagle Investment Management New York	$265M	+$238M	1	0.83%	New
107	Polar Capital London, United Kingdom	$264M	+$10.4M	2	2.28%	Increased
108	CIP Champlain Investment Partners Burlington, Vermont	$261M	-$33.1M	1	1.88%	Reduced
109	HSBC Holdings London, United Kingdom	$261M	-$291K	2	0.5%	Reduced
110	Alkeon Capital Management New York	$251M	+$212M	1	0.64%	Increased
111	Eaton Vance Management Boston, Massachusetts	$249M	+$9.61M	2	0.51%	Increased
112	ROIC Route One Investment Company San Francisco, California	$248M	+$12.6M	1	7.07%	Increased
113	HCM HMI Capital Management San Francisco, California	$248M	-$1.9M	1	11.82%	Reduced
114	State of Wisconsin Investment Board Madison, Wisconsin	$243M	+$3.4M	3	0.67%	Increased
115	Macquarie Group Sydney, NSW 2000, Australia	$241M	+$6.31M	3	0.41%	Increased
116	Envestnet Asset Management Chicago, Illinois	$239M	+$39.4M	3	0.23%	Increased
117	Generation Investment Management London, United Kingdom	$238M	-$106M	1	1.37%	Reduced
118	Manning & Napier Group Fairport, New York	$234M	-$10.1M	2	2.5%	Reduced
119	Carmignac Gestion Paris, France	$233M	+$45.5M	1	3.22%	Increased
120	PointState Capital New York	$228M	+$205M	1	6.87%	New
121	BNP Paribas Asset Management Paris, France	$228M	+$28.3M	2	1.54%	Increased
122	Nomura Asset Management Tokyo, Japan	$227M	+$5.79M	2	1.92%	Increased
123	SEI Investments Oaks, Pennsylvania	$226M	+$10.9M	3	0.7%	Increased
124	Public Employees Retirement Association of Colorado Denver, Colorado	$226M	+$60.9M	2	1.29%	Increased
125	Canada Life Winnipeg, Manitoba, Canada	$218M	+$7.7M	2	0.5%	Increased