← 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	Public Employees Retirement Association of Colorado Denver, Colorado	$63.4M	-$8.13M	3	0.4%	Reduced
152	Neuberger Berman Group New York	$63.2M	-$4.12M	3	0.07%	Reduced
153	Nicholas Company Milwaukee, Wisconsin	$62.4M	-$20M	2	1.36%	Reduced
154	SCM Steadfast Capital Management New York	$62.2M	-$8.42M	1	0.97%	Reduced
155	Holocene Advisors New York	$61.4M	+$61.2M	1	1.56%	New
156	Chevy Chase Trust Bethesda, Maryland	$60.9M	-$118K	1	0.26%	Reduced
157	US Bancorp Minneapolis, Minnesota	$60.2M	+$693K	3	0.18%	Increased
158	British Columbia Investment Management Victoria, British Columbia, Canada	$58.8M	+$12.5M	2	0.41%	Increased
159	Aperio Group Sausalito, California	$58.3M	+$3.12M	3	0.3%	Increased
160	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$58.1M	+$840K	2	0.28%	Increased
161	Fisher Asset Management Camas, Washington	$57.6M	-$5.08M	3	0.08%	Reduced
162	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$57.4M	+$11.9M	2	0.56%	Increased
163	TCG Tremblant Capital Group West Palm Beach, Florida	$56.2M	-$573K	1	2.72%	Reduced
164	DZ Bank Frankfurt Am Main, Germany	$55.5M	+$33.2M	2	0.21%	Increased
165	SCGE Management Menlo Park, California	$55.4M	+$9.32M	1	8.69%	Increased
166	Zevenbergen Capital Investments Edmonds, Washington	$55.1M	-$5.93M	1	2.3%	Reduced
167	GCM Glynn Capital Management Menlo Park, California	$51.5M	+$381K	2	11.07%	Increased
168	FAM Foxhaven Asset Management Charlottesville, Virginia	$50.8M	+$48.5M	1	3.53%	New
169	Nikko Asset Management Americas New York	$50.2M	+$32.4M	1	1.31%	Increased
170	APG Asset Management Amsterdam, Netherlands	$49.5M	-$12.9M	2	0.09%	Reduced
171	BNP Paribas Asset Management Paris, France	$49.5M	-$17.7M	2	0.42%	Reduced
172	AIM Allen Investment Management New York	$49.3M	-$948K	2	2.2%	Reduced
173	State of New Jersey Common Pension Fund D Trenton, New Jersey	$48.9M	-$1.58M	3	0.19%	Reduced
174	PIMC Praesidium Investment Management Company New York	$48.8M	-$425K	1	3.78%	Reduced
175	Raymond James Financial Services Advisors St. Petersburg, Florida	$47.9M	+$11.5M	2	0.3%	Increased