← 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
NSLI
Nan Shan Life Insurance
Taiwan
$114M +$51.1M 2 4.16% Increased
152
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$113M -$3.35M 2 0.49% Reduced
153
Calamos Advisors
Calamos Advisors
Illinois
$112M +$42.5M 3 0.88% Increased
154
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$108M +$5.8M 1 0.94% Increased
155
Renaissance Technologies
Renaissance Technologies
New York
$108M +$72.9M 3 0.1% Increased
156
D.E. Shaw & Co
D.E. Shaw & Co
New York
$105M -$36.9M 3 0.16% Reduced
157
GGHC
Gilder Gagnon Howe & Co
New York
$105M -$2.34M 2 1.26% Reduced
158
Los Angeles Capital Management
Los Angeles Capital Management
California
$105M +$11.7M 2 0.66% Increased
159
Dorsal Capital Management
Dorsal Capital Management
California
$104M -$64.3M 1 8.39% Reduced
160
Railway Pension Investments
Railway Pension Investments
United Kingdom
$103M +$23.9M 2 1.43% Increased
161
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$101M +$8.47M 2 0.57% Increased
162
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$101M +$28.5M 2 0.32% Increased
163
US Bancorp
US Bancorp
Minnesota
$100M +$10.1M 3 0.31% Increased
164
KBC Group
KBC Group
Belgium
$99.9M -$12.3M 2 0.84% Reduced
165
Asset Management One
Asset Management One
Japan
$99M -$2.73M 2 0.58% Reduced
166
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$98.7M +$7M 1 3.72% Increased
167
Sachem Head Capital Management
Sachem Head Capital Management
New York
$98.6M -$12M 1 9.58% Reduced
168
FAM
Foxhaven Asset Management
Virginia
$96.8M -$17.1M 1 5.19% Reduced
169
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$96M -$8.16M 2 0.66% Reduced
170
Panagora Asset Management
Panagora Asset Management
Massachusetts
$95.8M +$92.4M 3 0.68% Increased
171
Dragoneer Investment Group
Dragoneer Investment Group
California
$94.7M -$20.4M 1 4.23% Reduced
172
Aberdeen Group
Aberdeen Group
United Kingdom
$94.5M -$2.42M 2 0.3% Reduced
173
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$93.8M +$15.1M 2 0.32% Increased
174
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$93.5M -$32.1M 2 0.29% Reduced
175
AMF Tjänstepension
AMF Tjänstepension
Sweden
$92.8M +$13.9M 1 1.18% Increased