← 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
ARK Investment Management
ARK Investment Management
Florida
$588M -$152M 2 3.9% Reduced
127
Neuberger Berman Group
Neuberger Berman Group
New York
$564M -$117M 6 0.42% Reduced
128
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$551M +$522M 4 0.83% New
129
Brown Advisory
Brown Advisory
Maryland
$551M -$283M 4 0.77% Reduced
130
Pacer Advisors
Pacer Advisors
Pennsylvania
$543M -$106M 4 1.39% Reduced
131
KBC Group
KBC Group
Belgium
$541M +$17.2M 6 1.23% Increased
132
TD Asset Management
TD Asset Management
Ontario, Canada
$533M -$12M 3 0.43% Reduced
133
Carmignac Gestion
Carmignac Gestion
France
$533M +$258M 2 7.21% Increased
134
Quantinno Capital Management
Quantinno Capital Management
New York
$525M +$149M 6 1.06% Increased
135
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$525M +$477M 2 1.73% Increased
136
William Blair & Company
William Blair & Company
Illinois
$521M +$26.1M 5 1.4% Increased
137
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$509M +$213M 6 0.58% Increased
138
Rockefeller Capital Management
Rockefeller Capital Management
New York
$507M -$1.18B 6 0.91% Reduced
139
Hyperion Asset Management
Hyperion Asset Management
Australia
$506M +$37.1M 2 14.15% Increased
140
Credit Agricole
Credit Agricole
France
$496M +$180M 5 1.13% Increased
141
Janus Henderson Group
Janus Henderson Group
$493M -$327M 6 0.22% Reduced
142
Lazard Asset Management
Lazard Asset Management
New York
$484M -$77.4M 5 0.82% Reduced
143
Acadian Asset Management
Acadian Asset Management
Massachusetts
$481M -$248M 6 0.79% Reduced
144
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$475M -$17.5M 5 0.84% Reduced
145
Edgewood Management
Edgewood Management
Connecticut
$471M -$646M 1 2.25% Reduced
146
FCM
Fernbridge Capital Management
California
$466M $0 1 22.89% Maintained
147
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$464M +$27.1M 6 0.51% Increased
148
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$460M +$460M 3 1.3% New
149
Longview Partners
Longview Partners
Guernsey
$446M -$5.53M 1 4.66% Reduced
150
VVP
Vulcan Value Partners
Alabama
$446M -$3.76M 2 8.05% Reduced