← 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
GGHC
Gilder Gagnon Howe & Co
New York
$111M -$17.5M 2 1.28% Reduced
152
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$111M +$1.01M 3 0.39% Increased
153
Aviva
Aviva
United Kingdom
$109M +$18.7M 2 0.74% Increased
154
Chevy Chase Trust
Chevy Chase Trust
Maryland
$109M +$12.8M 1 0.45% Increased
155
Carmignac Gestion
Carmignac Gestion
France
$108M +$111M 1 1.36% New
156
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$107M +$8.58M 2 0.57% Increased
157
APG Asset Management
APG Asset Management
Netherlands
$105M +$17.7M 2 0.17% Increased
158
Renaissance Technologies
Renaissance Technologies
New York
$103M -$47.1M 2 0.09% Reduced
159
Congress Asset Management
Congress Asset Management
Massachusetts
$103M -$5.92M 2 1.33% Reduced
160
ESCM
Echo Street Capital Management
New York
$102M +$28.5M 3 1.74% Increased
161
Sarasin & Partners
Sarasin & Partners
United Kingdom
$102M +$4.27M 1 1.7% Increased
162
VanEck Associates
VanEck Associates
New York
$101M +$41.5M 2 0.47% Increased
163
Dragoneer Investment Group
Dragoneer Investment Group
California
$100M +$22.1M 1 4.25% Increased
164
KBC Group
KBC Group
Belgium
$99.9M +$28M 2 0.73% Increased
165
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$98.6M +$7.89M 1 0.47% Increased
166
Asset Management One
Asset Management One
Japan
$98.5M +$7.96M 2 0.47% Increased
167
Waverton Investment Management
Waverton Investment Management
United Kingdom
$95.4M -$5.33M 1 4.88% Reduced
168
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$94.9M +$3.03M 2 0.34% Increased
169
CIP
Champlain Investment Partners
Vermont
$93.1M +$3.46M 1 0.77% Increased
170
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$91.3M -$5.65M 1 2.41% Reduced
171
Marshall Wace
Marshall Wace
United Kingdom
$89.9M -$22.3M 3 0.71% Reduced
172
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$88.9M +$7.9M 2 2.39% Increased
173
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$88.7M +$12.2M 2 0.19% Increased
174
US Bancorp
US Bancorp
Minnesota
$88.4M -$2.26M 3 0.24% Reduced
175
Nomura Asset Management
Nomura Asset Management
Japan
$87.3M +$3.83M 2 0.83% Increased