← 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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$93.4M +$9.88M 3 0.42% Increased
152
Congress Asset Management
Congress Asset Management
Massachusetts
$91.9M +$553K 2 1.19% Increased
153
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$90.2M +$4.53M 2 0.41% Increased
154
NSLI
Nan Shan Life Insurance
Taiwan
$90.1M +$29.2M 1 1.75% Increased
155
Waverton Investment Management
Waverton Investment Management
United Kingdom
$89M +$11.4M 1 4.37% Increased
156
GQG Partners
GQG Partners
Florida
$88.9M -$29.6M 1 1.45% Reduced
157
ACPU
Arrowgrass Capital Partners (US)
Delaware
$88.1M +$62.8M 1 2.71% Increased
158
PHS
PFM Health Sciences
California
$87.1M -$27M 1 1.28% Reduced
159
Pzena Investment Management
Pzena Investment Management
New York
$86.2M +$1.83M 1 0.42% Increased
160
US Bancorp
US Bancorp
Minnesota
$86.2M -$3.05M 3 0.25% Reduced
161
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$85.6M +$11.9M 3 0.32% Increased
162
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$84.5M +$27.5M 3 0.53% Increased
163
HCM
Highline Capital Management
New York
$84.1M +$81.3M 1 3.89% New
164
PIMC
Praesidium Investment Management Company
New York
$83.4M +$6.34M 1 5.81% Increased
165
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$82.8M +$258K 3 0.31% Increased
166
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$82M +$15.5M 1 0.59% Increased
167
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$81.7M +$5.96M 3 0.15% Increased
168
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$79.7M +$949K 1 2.53% Increased
169
Third Point
Third Point
New York
$79.5M -$18.5M 1 0.56% Reduced
170
ClearBridge Investments
ClearBridge Investments
New York
$79.4M +$15.2M 2 0.07% Increased
171
GCM
Glynn Capital Management
California
$78.3M -$297K 2 15.75% Reduced
172
Dragoneer Investment Group
Dragoneer Investment Group
California
$77.3M $0 1 6.31% Maintained
173
HAM
HHR Asset Management
New Jersey
$77.1M -$18.8M 1 4.44% Reduced
174
Neuberger Berman Group
Neuberger Berman Group
New York
$76.4M -$4.04M 2 0.09% Reduced
175
FAM
Foxhaven Asset Management
Virginia
$76.3M $0 1 4.26% Maintained