← 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
SCGE Management
SCGE Management
California
$109M +$15.8M 1 9.65% Increased
127
Primecap Management
Primecap Management
California
$99.9M $0 1 0.08% Maintained
128
EC
EMS Capital
New York
$99.7M +$8.82M 1 9.38% Increased
129
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$99.2M -$28M 2 0.36% Reduced
130
Manning & Napier Group
Manning & Napier Group
New York
$99M -$3.76M 1 1.21% Reduced
131
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$98M +$23.7M 3 0.42% Increased
132
D.E. Shaw & Co
D.E. Shaw & Co
New York
$97.1M -$9.64M 3 0.13% Reduced
133
FAM
Foxhaven Asset Management
Virginia
$96M +$26.5M 1 5.14% Increased
134
Baird Financial Group
Baird Financial Group
Wisconsin
$95.1M +$8.6M 2 0.65% Increased
135
Frontier Capital Management
Frontier Capital Management
Massachusetts
$94.4M +$5.03M 1 0.76% Increased
136
ClearBridge Investments
ClearBridge Investments
New York
$94.2M +$22.1M 2 0.1% Increased
137
PHS
PFM Health Sciences
California
$92M +$17M 2 2.45% Increased
138
Aperio Group
Aperio Group
California
$91.7M +$3.22M 3 0.46% Increased
139
Los Angeles Capital Management
Los Angeles Capital Management
California
$89.8M -$42.8M 2 0.56% Reduced
140
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$89.2M -$341M 3 0.23% Reduced
141
Chevy Chase Trust
Chevy Chase Trust
Maryland
$86.7M +$1.16M 1 0.42% Increased
142
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$86.6M +$86.7M 2 2.42% New
143
Waverton Investment Management
Waverton Investment Management
United Kingdom
$85M +$8.43M 1 5.15% Increased
144
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$84.1M +$9.54M 2 0.71% Increased
145
NSLI
Nan Shan Life Insurance
Taiwan
$83.6M +$5.77M 2 2% Increased
146
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$83.2M -$695K 2 0.48% Reduced
147
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$82M -$2.75M 1 0.45% Reduced
148
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$81.3M +$29.6K 3 0.58% Increased
149
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$80.7M +$1.48M 2 0.42% Increased
150
GCM
Glynn Capital Management
California
$79.6M +$10.7M 2 17.03% Increased