← 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
Alkeon Capital Management
Alkeon Capital Management
New York
$291M -$17.4M 1 0.64% Reduced
127
Adage Capital Partners
Adage Capital Partners
Massachusetts
$285M -$19.1M 2 0.64% Reduced
128
Macquarie Group
Macquarie Group
Australia
$281M -$12.9M 5 0.33% Reduced
129
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$280M +$18.8M 3 0.66% Increased
130
APG Asset Management
APG Asset Management
Netherlands
$277M -$31.3M 3 0.59% Reduced
131
STRS Ohio
STRS Ohio
Ohio
$274M +$13.1M 3 1.19% Increased
132
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$273M -$10.7M 1 1.39% Reduced
133
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$271M -$68.9M 2 0.96% Reduced
134
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$271M -$19.8M 3 0.38% Reduced
135
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$271M -$2.02M 4 0.57% Reduced
136
Russell Investments Group
Russell Investments Group
United Kingdom
$268M +$1.66M 5 0.53% Increased
137
Canada Life
Canada Life
Manitoba, Canada
$268M +$8.28M 3 0.66% Increased
138
Wellcome Trust
Wellcome Trust
United Kingdom
$266M +$9.8M 1 3.71% Increased
139
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$265M -$44.8M 2 1.72% Reduced
140
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257M -$8.16M 2 2.95% Reduced
141
Manning & Napier Group
Manning & Napier Group
New York
$254M -$47.3M 2 2.95% Reduced
142
Alphabet Inc
Alphabet Inc
California
$247M $0 1 13.7% Maintained
143
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$246M +$8.65M 5 0.47% Increased
144
Nomura Holdings
Nomura Holdings
Japan
$246M -$806M 4 0.78% Reduced
145
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$232M +$24.8M 1 2.35% Increased
146
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$232M -$33.1M 3 0.38% Reduced
147
Los Angeles Capital Management
Los Angeles Capital Management
California
$231M -$16.1M 3 1.03% Reduced
148
AGFIA
Accel Growth Fund IV Associates
California
$230M $0 1 78.28% Maintained
149
Nomura Asset Management
Nomura Asset Management
Japan
$228M +$8.79M 4 1.2% Increased
150
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$222M +$17.9M 4 0.66% Increased