← 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	Assenagon Asset Management Senningerberg, Luxembourg	$83.4M	+$83.2M	1	0.86%	New
127	Amundi Asset Management US Boston, Massachusetts	$83.2M	+$59.3M	2	0.13%	Increased
128	Balyasny Asset Management Chicago, Illinois	$82.9M	+$47.3M	2	0.26%	Increased
129	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$82.2M	+$3.78M	2	0.41%	Increased
130	Schroder Investment Management Group London, United Kingdom	$80.4M	-$63.9M	2	0.13%	Reduced
131	GGHC Gilder Gagnon Howe & Co New York	$79.8M	+$13.7M	2	1.07%	Increased
132	Mackenzie Financial Toronto Ontario, Ontario, Canada	$79.4M	+$2.87M	2	0.19%	Increased
133	Retirement Systems of Alabama Montgomery, Alabama	$78M	+$132K	1	0.38%	Increased
134	MAI Marble Arch Investments New York	$76.2M	+$7.42M	2	5.86%	Increased
135	Los Angeles Capital Management Los Angeles, California	$76M	-$9.97M	2	0.42%	Reduced
136	Eaton Vance Management Boston, Massachusetts	$74.8M	-$22.3M	2	0.18%	Reduced
137	HAM HHR Asset Management Berkeley Heights, New Jersey	$72.6M	-$13.3M	1	4.05%	Reduced
138	CIBC World Markets New York	$71.1M	+$59M	2	0.51%	Increased
139	Aviva London, United Kingdom	$70.9M	-$6.65M	2	0.4%	Reduced
140	Baird Financial Group Milwaukee, Wisconsin	$70.6M	-$410K	3	0.5%	Reduced
141	HCM Hoplite Capital Management New York	$69.6M	-$13.7M	1	4.84%	Reduced
142	Primecap Management Pasadena, California	$69.5M	$0	1	0.05%	Maintained
143	EC EMS Capital New York	$67.5M	$0	1	6.05%	Maintained
144	ClearBridge Investments New York	$67.4M	-$185K	2	0.06%	Reduced
145	MC Maplelane Capital New York	$66.8M	-$14M	1	1.46%	Reduced
146	Canada Life Winnipeg, Manitoba, Canada	$66.3M	+$1.76M	2	0.16%	Increased
147	HLC Hunt Lane Capital New York	$65.2M	+$15.2M	1	8.09%	Increased
148	Stifel Financial St. Louis, Missouri	$65.1M	+$5.54M	2	0.21%	Increased
149	Dragoneer Investment Group San Francisco, California	$64.9M	$0	1	10.64%	Maintained
150	KBC Group Brussels, Belgium	$64.7M	-$35.2M	2	0.55%	Reduced