← 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	Nomura Holdings Tokyo, Japan	$266M	+$204M	2	0.58%	Increased
127	SEI Investments Oaks, Pennsylvania	$265M	-$23.6M	3	0.77%	Reduced
128	MN Services Vermogensbeheer The Hague, Netherlands	$264M	+$4.6M	2	2.08%	Increased
129	KBC Group Brussels, Belgium	$262M	+$10.2M	2	1.54%	Increased
130	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$258M	+$69.7M	2	3.24%	Increased
131	Nomura Asset Management Tokyo, Japan	$253M	-$33.2M	2	1.94%	Reduced
132	DVI Deccan Value Investors Greenwich, Connecticut	$249M	+$59.2M	1	11.34%	Increased
133	HA HHLR Advisors Grand Cayman, Cayman Islands	$248M	+$61M	1	1.88%	Increased
134	Bank Julius Baer & Co Zurich, Switzerland	$248M	+$28.6M	3	2.42%	Increased
135	APG Asset Management Amsterdam, Netherlands	$248M	-$10.6M	2	0.43%	Reduced
136	TCM Tybourne Capital Management Hong Kong	$247M	-$7.2M	1	6.08%	Reduced
137	Parallax Volatility Advisers San Francisco, California	$244M	+$175M	2	0.18%	Increased
138	Chevy Chase Trust Bethesda, Maryland	$239M	-$15.9M	2	0.95%	Reduced
139	Harding Loevner Bridgewater, New Jersey	$239M	+$3.59M	2	0.86%	Increased
140	Los Angeles Capital Management Los Angeles, California	$237M	-$2.49M	2	1.09%	Reduced
141	Manning & Napier Group Fairport, New York	$233M	-$55.3M	2	2.37%	Reduced
142	Aperio Group Sausalito, California	$227M	+$6.54M	3	0.77%	Increased
143	Retirement Systems of Alabama Montgomery, Alabama	$225M	-$5.93M	2	1.03%	Reduced
144	Raymond James Financial Services Advisors St. Petersburg, Florida	$220M	+$7.85M	3	0.63%	Increased
145	Axiom Investors Greenwich, Connecticut	$217M	+$18M	1	3.51%	Increased
146	PIMC Praesidium Investment Management Company New York	$210M	-$10.7M	1	12.55%	Reduced
147	State of New Jersey Common Pension Fund D Trenton, New Jersey	$210M	+$739K	2	0.83%	Increased
148	Bank of Nova Scotia Toronto, Ontario, Canada	$209M	+$36.2M	3	0.57%	Increased
149	Marsico Capital Management Denver, Colorado	$208M	-$4.7M	2	5.77%	Reduced
150	Natixis Advisors Boston, Massachusetts	$206M	-$6.22M	3	1.3%	Reduced