← 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
Manning & Napier Group
Manning & Napier Group
New York
$307M +$62.5M 2 2.93% Increased
127
Alphabet Inc
Alphabet Inc
California
$304M $0 1 9.86% Maintained
128
SEI Investments
SEI Investments
Pennsylvania
$303M +$9.3M 4 0.61% Increased
129
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$302M -$40.9M 5 0.63% Reduced
130
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$295M -$22.4M 3 0.69% Reduced
131
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$294M -$6.96M 3 1.33% Reduced
132
Korea Investment Corp
Korea Investment Corp
South Korea
$285M +$16.7K 2 0.71% Increased
133
DVI
Deccan Value Investors
Connecticut
$285M -$48.8M 2 14.52% Reduced
134
AGFIA
Accel Growth Fund IV Associates
California
$283M $0 1 57.71% Maintained
135
KBC Group
KBC Group
Belgium
$282M -$66.2M 3 1.11% Reduced
136
Alkeon Capital Management
Alkeon Capital Management
New York
$282M -$11.3M 1 0.56% Reduced
137
Wellcome Trust
Wellcome Trust
United Kingdom
$278M +$24.1M 1 2.91% Increased
138
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$276M -$23.4M 5 0.37% Reduced
139
Stockbridge Partners
Stockbridge Partners
Massachusetts
$269M +$120M 1 5.81% Increased
140
Natixis Advisors
Natixis Advisors
Massachusetts
$264M +$48.1M 3 1.01% Increased
141
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$262M -$43.9M 3 1.18% Reduced
142
STRS Ohio
STRS Ohio
Ohio
$261M +$15.3M 3 0.95% Increased
143
AustralianSuper
AustralianSuper
Australia
$256M $0 1 1.39% Maintained
144
IC
Immersion Capital
United Kingdom
$249M $0 2 33.36% Maintained
145
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$248M +$9.46M 4 0.47% Increased
146
Viking Global Investors
Viking Global Investors
Connecticut
$245M +$121M 1 0.99% Increased
147
Melvin Capital Management
Melvin Capital Management
New York
$244M -$82.5M 1 2.47% Reduced
148
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$241M +$116M 3 0.32% Increased
149
Renaissance Technologies
Renaissance Technologies
New York
$239M +$71.7M 5 0.28% Increased
150
William Blair Investment Management
William Blair Investment Management
Illinois
$235M +$34.2M 1 0.7% Increased