← 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	Farallon Capital Management San Francisco, California	$575M	+$38M	1	2.42%	Increased
127	ARK Investment Management St. Petersburg, Florida	$575M	-$346M	2	4.22%	Reduced
128	CI Investments Inc Toronto, Ontario, Canada	$573M	-$27.5M	5	2.15%	Reduced
129	William Blair Investment Management Chicago, Illinois	$568M	-$102M	3	1.51%	Reduced
130	Panagora Asset Management Boston, Massachusetts	$567M	-$90.8M	4	2.56%	Reduced
131	Hyperion Asset Management Brisbane, Australia	$564M	-$58M	3	17.83%	Reduced
132	Veritas Asset Management London, United Kingdom	$563M	-$20.5M	1	5.63%	Reduced
133	NIEF Nalanda India Equity Fund Mauritius	$558M	$0	1	81.31%	Maintained
134	Bessemer Group Woodbridge, New Jersey	$557M	+$393M	5	0.91%	Increased
135	Thrivent Financial for Lutherans Minneapolis, Minnesota	$542M	-$70M	4	1.19%	Reduced
136	William Blair & Company Chicago, Illinois	$537M	+$5.34M	4	1.49%	Increased
137	Employees Provident Fund Board Shah Alam, Malaysia	$531M	+$104M	2	4.59%	Increased
138	Nikko Asset Management Americas New York	$520M	-$252M	3	5.19%	Reduced
139	First Manhattan New York	$519M	+$92.4M	4	1.47%	Increased
140	Corient Private Wealth Miami, Florida	$512M	+$1.26M	6	0.68%	Increased
141	Jane Street New York	$509M	+$269M	6	0.1%	Increased
142	Lone Pine Capital Greenwich, Connecticut	$508M	+$35.2M	1	3.62%	Increased
143	KBC Group Brussels, Belgium	$504M	-$57.9M	6	1.36%	Reduced
144	Canada Life Winnipeg, Manitoba, Canada	$502M	+$12.8M	3	0.8%	Increased
145	APG Asset Management Amsterdam, Netherlands	$496M	+$76.2M	3	1.47%	Increased
146	Westfield Capital Management Boston, Massachusetts	$489M	-$279M	4	2.05%	Reduced
147	TCW Group Los Angeles, California	$479M	-$3.55M	3	3.75%	Reduced
148	Zurich Cantonal Bank Zurich, Switzerland	$478M	+$36.8M	6	1.17%	Increased
149	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$477M	+$67.5M	3	1.1%	Increased
150	Lord, Abbett & Co Jersey City, New Jersey	$475M	-$109M	4	1.53%	Reduced