← 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
151	Canada Life Winnipeg, Manitoba, Canada	$58.3M	+$2.65M	2	0.14%	Increased
152	Teacher Retirement System of Texas Austin, Texas	$58.1M	-$3.17M	2	0.36%	Reduced
153	Moore Capital Management New York	$57.7M	-$13.8M	2	1.12%	Reduced
154	Fisher Asset Management Camas, Washington	$57.2M	-$3.33M	3	0.08%	Reduced
155	Chevy Chase Trust Bethesda, Maryland	$55.8M	+$1.76M	1	0.25%	Increased
156	Zevenbergen Capital Investments Edmonds, Washington	$55.2M	-$4.92M	1	2.4%	Reduced
157	Macquarie Group Sydney, NSW 2000, Australia	$54.4M	-$7.07M	3	0.1%	Reduced
158	Stifel Financial St. Louis, Missouri	$54.4M	+$20.6M	2	0.19%	Increased
159	US Bancorp Minneapolis, Minnesota	$53.9M	-$921K	3	0.17%	Reduced
160	DnB Asset Management Oslo, Norway	$53.5M	-$1.33M	2	0.71%	Reduced
161	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$52.2M	-$93.2K	2	0.27%	Reduced
162	TCG Tremblant Capital Group West Palm Beach, Florida	$51.2M	+$13.6M	1	2.27%	Increased
163	Aperio Group Sausalito, California	$50.2M	+$3.86M	3	0.28%	Increased
164	GCM Glynn Capital Management Menlo Park, California	$46.3M	-$3.25M	2	11.63%	Reduced
165	State of New Jersey Common Pension Fund D Trenton, New Jersey	$46M	-$9.69M	2	0.18%	Reduced
166	AIM Allen Investment Management New York	$45.3M	-$5.73M	2	2.07%	Reduced
167	HLC Hunt Lane Capital New York	$44.4M	+$2.45M	1	6.93%	Increased
168	PIMC Praesidium Investment Management Company New York	$44.3M	-$1M	1	3.62%	Reduced
169	Credit Agricole Montrouge Cedex, France	$43.8M	+$720K	2	0.15%	Increased
170	British Columbia Investment Management Victoria, British Columbia, Canada	$42.1M	-$15.8K	2	0.33%	Reduced
171	IG Ithaka Group Arlington, Virginia	$42.1M	+$9.29M	2	7.73%	Increased
172	SCGE Management Menlo Park, California	$41.1M	$0	1	8.56%	Maintained
173	Barclays London, United Kingdom	$40.9M	-$2.25M	3	0.04%	Reduced
174	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$40.5M	+$5.51M	2	0.3%	Increased
175	AAM Ardevora Asset Management London, United Kingdom	$39.3M	+$37.1M	1	1.17%	New