← 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
HAM
HHR Asset Management
New Jersey
$78.6M -$6.3M 1 4.1% Reduced
127
Pzena Investment Management
Pzena Investment Management
New York
$75.9M -$881K 1 0.4% Reduced
128
HCM
Hoplite Capital Management
New York
$75.7M -$4.54M 1 4.81% Reduced
129
Nicholas Company
Nicholas Company
Wisconsin
$75.5M +$7.23K 2 1.68% Increased
130
Congress Asset Management
Congress Asset Management
Massachusetts
$75.2M +$1.65M 1 1.16% Increased
131
Raymond James & Associates
Raymond James & Associates
Florida
$74M +$7.06M 3 0.15% Increased
132
MC
Maplelane Capital
New York
$73.8M +$38.5M 1 1.45% Increased
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$71.1M +$7.55M 1 0.37% Increased
134
National Pension Service
National Pension Service
South Korea
$70.8M +$2.72M 2 0.39% Increased
135
Aviva
Aviva
United Kingdom
$70.8M -$3.09M 2 0.38% Reduced
136
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$69M -$8.63M 1 0.37% Reduced
137
APG Asset Management
APG Asset Management
Netherlands
$66M -$47.6M 2 0.11% Reduced
138
Marsico Capital Management
Marsico Capital Management
Colorado
$65.8M -$1.84M 1 2.64% Reduced
139
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$65.4M -$349K 3 0.47% Reduced
140
Baird Financial Group
Baird Financial Group
Wisconsin
$64.2M -$2.35M 3 0.48% Reduced
141
SCM
Steadfast Capital Management
New York
$64M -$59.6K 1 0.99% Reduced
142
Primecap Management
Primecap Management
California
$63.5M +$276K 1 0.05% Increased
143
MAI
Marble Arch Investments
New York
$62.7M +$38.1M 2 4.16% Increased
144
Tiger Global Management
Tiger Global Management
New York
$62.4M +$59.1M 1 0.42% New
145
EC
EMS Capital
New York
$61.7M $0 1 5.14% Maintained
146
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$61.2M -$3.24M 2 0.52% Reduced
147
Neuberger Berman Group
Neuberger Berman Group
New York
$61.2M -$2.22M 2 0.08% Reduced
148
ClearBridge Investments
ClearBridge Investments
New York
$60.9M +$154K 2 0.06% Increased
149
GGHC
Gilder Gagnon Howe & Co
New York
$60.1M -$3.02M 2 0.85% Reduced
150
Dragoneer Investment Group
Dragoneer Investment Group
California
$58.5M $0 1 9.6% Maintained
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