← 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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$103M	+$6.13M	2	0.55%	Increased
152	Waverton Investment Management London, United Kingdom	$103M	+$8.03M	1	5.18%	Increased
153	Nikko Asset Management Americas New York	$101M	+$26.2M	1	1.99%	Increased
154	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$99.5M	-$27.8M	1	2.55%	Reduced
155	Chevy Chase Trust Bethesda, Maryland	$98.8M	+$1.45M	1	0.41%	Increased
156	CIP Champlain Investment Partners Burlington, Vermont	$97.2M	+$3.07M	1	0.82%	Increased
157	US Bancorp Minneapolis, Minnesota	$95.3M	-$7.6M	3	0.27%	Reduced
158	Raymond James Financial Services Advisors St. Petersburg, Florida	$95.2M	+$2.73M	2	0.37%	Increased
159	Zevenbergen Capital Investments Edmonds, Washington	$94.9M	-$6.08M	1	3.11%	Reduced
160	Asset Management One Tokyo, Japan	$94.5M	+$8.73M	2	0.46%	Increased
161	Aviva London, United Kingdom	$93.8M	+$607K	2	0.64%	Increased
162	Retirement Systems of Alabama Montgomery, Alabama	$92.9M	+$923K	1	0.43%	Increased
163	EC EMS Capital New York	$92.2M	-$19.1M	1	6.02%	Reduced
164	ACI AMP Capital Investors Sydney, Australia	$91.7M	-$1.18M	3	0.51%	Reduced
165	GCM Glynn Capital Management Menlo Park, California	$91.4M	-$5.53M	2	15.61%	Reduced
166	PHS PFM Health Sciences San Francisco, California	$90.8M	+$61.6M	1	1.73%	Increased
167	APG Asset Management Amsterdam, Netherlands	$90.1M	+$17.2M	2	0.15%	Increased
168	HCM Hitchwood Capital Management New York	$89.3M	-$41.1M	2	1.52%	Reduced
169	Nomura Asset Management Tokyo, Japan	$88.3M	-$210K	2	0.87%	Reduced
170	Aberdeen Group Edinburgh, United Kingdom	$86.7M	+$13.1M	2	0.19%	Increased
171	HAM Honeycomb Asset Management New York	$86.7M	+$39.4M	2	9.05%	Increased
172	Junto Capital Management New York	$86.7M	-$5.86M	2	5%	Reduced
173	Dragoneer Investment Group San Francisco, California	$86.4M	-$16.6M	1	3.44%	Reduced
174	CCI Columbus Circle Investors	$85.2M	-$38.5M	1	2.28%	Reduced
175	RC RGM Capital Naples, Florida	$85.2M	-$24.6M	1	6.15%	Reduced