← 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	Citigroup New York	$65.9M	+$49.4M	3	0.06%	Increased
127	AQR Capital Management Greenwich, Connecticut	$64.1M	-$2.59M	3	0.08%	Reduced
128	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$63.2M	+$5.62M	2	0.38%	Increased
129	Marsico Capital Management Denver, Colorado	$62.7M	-$10.1M	1	2.62%	Reduced
130	AMF Tjänstepension Stockholm, Sweden	$62.7M	$0	1	0.72%	Maintained
131	Raymond James & Associates St Petersburg, Florida	$61.7M	+$6.92M	3	0.13%	Increased
132	Public Employees Retirement Association of Colorado Denver, Colorado	$60.8M	+$27.3K	3	0.45%	Increased
133	Baird Financial Group Milwaukee, Wisconsin	$60.6M	-$11M	3	0.48%	Reduced
134	BNP Paribas Asset Management Paris, France	$59.5M	-$1.96M	2	0.53%	Reduced
135	Retirement Systems of Alabama Montgomery, Alabama	$58.8M	+$20.3M	1	0.32%	Increased
136	Primecap Management Pasadena, California	$58.6M	-$19M	1	0.05%	Reduced
137	Point72 Asset Management Stamford, Connecticut	$58.3M	+$15.9M	1	0.33%	Increased
138	GGHC Gilder Gagnon Howe & Co New York	$58.1M	+$21M	2	0.86%	Increased
139	Neuberger Berman Group New York	$58.1M	-$2.63M	2	0.07%	Reduced
140	SCM Steadfast Capital Management New York	$57.8M	+$53.4M	1	1.06%	New
141	EC EMS Capital New York	$57.2M	$0	1	5.06%	Maintained
142	Fisher Asset Management Camas, Washington	$56.7M	+$15.4M	3	0.09%	Increased
143	Macquarie Group Sydney, NSW 2000, Australia	$56.6M	-$6.52M	3	0.1%	Reduced
144	Teacher Retirement System of Texas Austin, Texas	$56.6M	-$22.7M	2	0.39%	Reduced
145	Two Sigma Investments New York	$56.3M	-$92.1M	2	0.2%	Reduced
146	Bank of Montreal Toronto, Ontario, Canada	$56.2M	-$10.4M	3	0.05%	Reduced
147	ClearBridge Investments New York	$54.8M	+$225K	2	0.05%	Increased
148	Zevenbergen Capital Investments Edmonds, Washington	$54.5M	-$2.35M	1	2.37%	Reduced
149	Dragoneer Investment Group San Francisco, California	$52.8M	+$19.7M	1	9.08%	Increased
150	Canada Life Winnipeg, Manitoba, Canada	$51.6M	+$3.73M	2	0.14%	Increased