← 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
176
ESCM
Echo Street Capital Management
New York
$79.4M +$13.9M 3 1.56% Increased
177
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$79.3M -$9.5M 1 2.09% Reduced
178
AQR Capital Management
AQR Capital Management
Connecticut
$79.1M -$12.4M 3 0.08% Reduced
179
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$78.3M -$2.8M 3 0.97% Reduced
180
Aberdeen Group
Aberdeen Group
United Kingdom
$76.2M +$35.4M 2 0.17% Increased
181
APG Asset Management
APG Asset Management
Netherlands
$75.4M +$1.35M 2 0.14% Increased
182
ACPU
Arrowgrass Capital Partners (US)
Delaware
$74.4M +$36M 2 2.19% Increased
183
Dorsal Capital Management
Dorsal Capital Management
California
$73.9M +$65.9M 1 4.84% New
184
Two Sigma Advisers
Two Sigma Advisers
New York
$73.7M -$97.9M 2 0.19% Reduced
185
IG
Ithaka Group
Virginia
$72.4M -$117K 2 11.54% Reduced
186
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$72.4M +$28.7M 1 0.14% Increased
187
Envestnet Asset Management
Envestnet Asset Management
Illinois
$70.5M +$4.1M 3 0.1% Increased
188
Nicholas Company
Nicholas Company
Wisconsin
$67.8M -$4.42M 2 1.6% Reduced
189
Castleark Management
Castleark Management
Illinois
$67.3M +$1.2M 2 2.53% Increased
190
AAM
AO Asset Management
New York
$67.3M -$6.67M 2 7.36% Reduced
191
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$65.1M -$10.7M 2 0.54% Reduced
192
William Blair Investment Management
William Blair Investment Management
Illinois
$64.2M +$135K 2 0.27% Increased
193
Calamos Advisors
Calamos Advisors
Illinois
$63.8M +$565K 2 0.4% Increased
194
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$63.8M +$14.4M 1 0.72% Increased
195
KBC Group
KBC Group
Belgium
$63.6M -$15M 2 0.52% Reduced
196
NM
NWI Management
New York
$63.2M +$31M 1 1.65% Increased
197
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$62.9M +$5.08M 2 1.93% Increased
198
EULAV Asset Management
EULAV Asset Management
Florida
$62.6M +$5.04M 2 2.58% Increased
199
Royal London Asset Management
Royal London Asset Management
United Kingdom
$62.3M -$8.61M 2 0.49% Reduced
200
VanEck Associates
VanEck Associates
New York
$62M -$14.1M 1 0.3% Reduced
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