← 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$195M +$19.1M 3 0.5% Increased
152
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$194M -$661K 4 0.42% Reduced
153
DVI
Deccan Value Investors
Connecticut
$194M -$42.3M 1 16.41% Reduced
154
1832 Asset Management
1832 Asset Management
Ontario, Canada
$189M +$44.6M 3 0.33% Increased
155
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$187M +$15.6M 3 0.83% Increased
156
William Blair Investment Management
William Blair Investment Management
Illinois
$186M +$3.65M 1 0.69% Increased
157
Fred Alger Management
Fred Alger Management
New York
$185M +$87M 2 0.87% Increased
158
Nomura Asset Management
Nomura Asset Management
Japan
$184M +$25.6M 4 1.15% Increased
159
Point72 Asset Management
Point72 Asset Management
Connecticut
$180M +$47.2M 1 0.76% Increased
160
US Bancorp
US Bancorp
Minnesota
$179M -$5.24M 5 0.35% Reduced
161
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$179M +$10.2M 3 0.33% Increased
162
LPL Financial
LPL Financial
California
$176M -$979K 5 0.17% Reduced
163
Railway Pension Investments
Railway Pension Investments
United Kingdom
$173M -$16M 1 1.7% Reduced
164
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$172M +$40.2M 5 0.44% Increased
165
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$166M +$6.19M 5 0.71% Increased
166
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$163M +$50.3M 4 2.68% Increased
167
Bessemer Group
Bessemer Group
New Jersey
$160M -$1.35M 5 0.4% Reduced
168
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$160M +$170K 3 0.61% Increased
169
Chevy Chase Trust
Chevy Chase Trust
Maryland
$157M +$1.71M 2 0.65% Increased
170
SC US (TTGP)
SC US (TTGP)
California
$157M $0 1 1.83% Maintained
171
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$157M $0 1 0.9% Maintained
172
ROIC
Route One Investment Company
California
$155M +$21.3M 1 5.61% Increased
173
Carmignac Gestion
Carmignac Gestion
France
$153M -$102M 3 3.24% Reduced
174
Storebrand Asset Management
Storebrand Asset Management
Norway
$150M +$11.4M 3 0.85% Increased
175
AMF Tjänstepension
AMF Tjänstepension
Sweden
$149M +$54.7M 2 1.46% Increased