← 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
126
TAM
Third Avenue Management
New York
$31.6M $0 1 0.66% Maintained
127
Janus Henderson Group
Janus Henderson Group
$31.6M -$15.5M 2 0.3% Reduced
128
Marsico Capital Management
Marsico Capital Management
Colorado
$30.7M -$256M 1 0.24% Reduced
129
VVP
Vulcan Value Partners
Alabama
$30.6M +$3.43M 1 0.44% Increased
130
Alkeon Capital Management
Alkeon Capital Management
New York
$29.4M -$35.4M 1 0.58% Reduced
131
WEC
White Elm Capital
Connecticut
$28.5M -$13.7M 1 2.57% Reduced
132
CC
Crosslink Capital
California
$27.6M +$3.99M 2 3.53% Increased
133
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$26.6M -$2.53M 2 0.22% Reduced
134
Eaton Vance Management
Eaton Vance Management
Massachusetts
$26.5M +$2.56M 2 0.08% Increased
135
UBS O'Connor
UBS O'Connor
Illinois
$26.3M +$22.9M 1 0.46% Increased
136
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$26.1M +$15.6M 2 0.67% Increased
137
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$26M -$509K 1 0.21% Reduced
138
Waverton Investment Management
Waverton Investment Management
United Kingdom
$25.9M -$1.76M 1 1.78% Reduced
139
PAR Capital Management
PAR Capital Management
Massachusetts
$25.7M -$23.1M 1 0.68% Reduced
140
Chevy Chase Trust
Chevy Chase Trust
Maryland
$25.5M +$2.27M 1 0.17% Increased
141
Nuveen
Nuveen
North Carolina
$25.4M -$2.48M 3 0.16% Reduced
142
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$24.5M -$266K 1 1.05% Reduced
143
Point72 Asset Management
Point72 Asset Management
Connecticut
$24.5M -$14.3M 1 0.18% Reduced
144
IG
Ithaka Group
Virginia
$24.5M -$1.05M 1 3.67% Reduced
145
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$24.4M -$224K 3 0.21% Reduced
146
Polar Capital
Polar Capital
United Kingdom
$23.7M -$868K 1 0.5% Reduced
147
PWLP
Prio Wealth Limited Partnership
Massachusetts
$22.5M +$632K 1 1.16% Increased
148
Korea Investment Corp
Korea Investment Corp
South Korea
$22.1M +$2.69M 2 0.18% Increased
149
Barclays
Barclays
United Kingdom
$22.1M +$1.51M 3 0.02% Increased
150
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.2M $0 1 0.22% Maintained