← 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	TD Asset Management Toronto, Ontario, Canada	$566M	-$17.1M	3	0.46%	Reduced
127	Two Sigma Investments New York	$562M	-$70.3M	5	0.84%	Reduced
128	Voloridge Investment Management Jupiter, Florida	$561M	+$134M	5	1.88%	Increased
129	Panagora Asset Management Boston, Massachusetts	$556M	-$51.2M	5	2.24%	Reduced
130	William Blair & Company Chicago, Illinois	$545M	+$59.4M	5	1.45%	Increased
131	Bank of Nova Scotia Toronto, Ontario, Canada	$544M	+$299M	3	0.96%	Increased
132	Thrivent Financial for Lutherans Minneapolis, Minnesota	$542M	-$22.8M	4	1.07%	Reduced
133	First Manhattan New York	$538M	+$91M	4	1.42%	Increased
134	NIEF Nalanda India Equity Fund Mauritius	$531M	$0	1	100%	Maintained
135	Lazard Asset Management New York	$529M	+$131M	5	0.71%	Increased
136	Tidal Investments Milwaukee, Wisconsin	$523M	+$283M	6	1.05%	Increased
137	Hyperion Asset Management Brisbane, Australia	$522M	-$82.2M	2	14.57%	Reduced
138	KBC Group Brussels, Belgium	$521M	+$49.1M	6	1.25%	Increased
139	DnB Asset Management Oslo, Norway	$503M	+$158M	5	1.88%	Increased
140	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$492M	+$9.78M	4	1.08%	Increased
141	Bessemer Group Woodbridge, New Jersey	$489M	-$11.5M	5	0.75%	Reduced
142	Nomura Asset Management Tokyo, Japan	$488M	+$64.7M	5	1.27%	Increased
143	Hotchkis & Wiley Capital Management Los Angeles, California	$485M	+$516M	1	1.5%	New
144	William Blair Investment Management Chicago, Illinois	$479M	-$26.1M	3	1.24%	Reduced
145	Citadel Advisors Miami, Florida	$476M	+$74.2M	8	0.07%	Increased
146	BNP Paribas Asset Management Paris, France	$471M	+$44M	5	1.22%	Increased
147	Nikko Asset Management Americas New York	$471M	-$187M	2	4.56%	Reduced
148	State of Wisconsin Investment Board Madison, Wisconsin	$456M	+$860K	6	1.04%	Increased
149	Clear Street New York	$456M	+$40M	3	1.55%	Increased
150	TCW Group Los Angeles, California	$453M	+$28.4M	2	3.8%	Increased