← 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	Adage Capital Partners Boston, Massachusetts	$268M	-$78.5M	2	0.58%	Reduced
127	CIBC Private Wealth Group Atlanta, Georgia	$268M	+$5.46M	4	0.71%	Increased
128	State of Wisconsin Investment Board Madison, Wisconsin	$266M	-$35.2M	3	0.62%	Reduced
129	ROIC Route One Investment Company San Francisco, California	$262M	-$21.8M	1	7.38%	Reduced
130	TCM Tybourne Capital Management Hong Kong	$260M	-$18.8M	1	5.41%	Reduced
131	Bank Julius Baer & Co Zurich, Switzerland	$257M	+$36.6M	3	2.11%	Increased
132	MN Services Vermogensbeheer The Hague, Netherlands	$257M	+$3.3M	2	1.81%	Increased
133	Third Point New York	$254M	-$128M	2	1.96%	Reduced
134	AustralianSuper Melbourne, Australia	$252M	+$51.1M	1	1.89%	Increased
135	SG Americas Securities New York	$249M	+$179M	4	1.33%	Increased
136	SEI Investments Oaks, Pennsylvania	$245M	-$17.2M	3	0.63%	Reduced
137	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$243M	+$99M	1	2.85%	Increased
138	Los Angeles Capital Management Los Angeles, California	$241M	-$5.8M	2	1.03%	Reduced
139	Bessemer Group Woodbridge, New Jersey	$241M	-$297M	4	0.63%	Reduced
140	HA HHLR Advisors Grand Cayman, Cayman Islands	$239M	+$20.4M	1	1.9%	Increased
141	Public Employees Retirement Association of Colorado Denver, Colorado	$238M	-$32.9M	2	1.15%	Reduced
142	Axiom Investors Greenwich, Connecticut	$235M	-$10.5M	1	3.7%	Reduced
143	Carmignac Gestion Paris, France	$234M	-$32.9M	1	2.45%	Reduced
144	PIMC Praesidium Investment Management Company New York	$233M	-$5.38M	1	12%	Reduced
145	HCM HMI Capital Management San Francisco, California	$229M	+$58.5M	1	9.21%	Increased
146	Chevy Chase Trust Bethesda, Maryland	$225M	-$4.69M	2	0.8%	Reduced
147	Raymond James Financial Services Advisors St. Petersburg, Florida	$224M	+$16.5M	3	0.56%	Increased
148	Aperio Group Sausalito, California	$222M	+$1.74M	3	0.66%	Increased
149	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$220M	+$31.2M	2	4.54%	Increased
150	Harding Loevner Bridgewater, New Jersey	$215M	+$4.07M	2	0.89%	Increased