← 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	KCM Kensico Capital Management Greenwich, Connecticut	$86.9M	+$89M	1	1.66%	New
177	Envestnet Asset Management Chicago, Illinois	$86.8M	+$6.02M	3	0.09%	Increased
178	Railway Pension Investments London, United Kingdom	$85.9M	-$27.4M	2	1.05%	Reduced
179	Zevenbergen Capital Investments Edmonds, Washington	$85M	-$2.87M	1	3.25%	Reduced
180	Aberdeen Group Edinburgh, United Kingdom	$84.8M	+$345K	2	0.21%	Increased
181	William Blair Investment Management Chicago, Illinois	$83.2M	+$12.1M	2	0.36%	Increased
182	AMF Tjänstepension Stockholm, Sweden	$82.6M	-$41.3M	1	0.85%	Reduced
183	EC EMS Capital New York	$81.2M	-$9.24M	1	6.47%	Reduced
184	Axiom Investors Greenwich, Connecticut	$81.1M	+$28M	1	2.19%	Increased
185	GCM Glynn Capital Management Menlo Park, California	$81M	-$5.79M	2	14.81%	Reduced
186	HCM Hitchwood Capital Management New York	$80.5M	-$2.72M	2	3.69%	Reduced
187	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$79.3M	+$3.4M	3	0.95%	Increased
188	CI Investments Inc Toronto, Ontario, Canada	$78.9M	+$43.9M	2	0.41%	Increased
189	IG Ithaka Group Arlington, Virginia	$78.8M	+$9.04M	2	11.14%	Increased
190	Natixis Paris, France	$78.2M	+$49.1M	3	0.5%	Increased
191	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$77.8M	+$18.9M	2	1.13%	Increased
192	Treasurer of the State of North Carolina Raleigh, North Carolina	$76.5M	-$24.6M	3	0.69%	Reduced
193	Appaloosa LP Short Hills, New Jersey	$74.2M	$0	1	2.17%	Maintained
194	ACI AMP Capital Investors Sydney, Australia	$72.3M	-$16M	3	0.4%	Reduced
195	NM NWI Management New York	$72M	+$5.32M	1	4.49%	Increased
196	Calamos Advisors Naperville, Illinois	$71.9M	+$9.21M	2	0.39%	Increased
197	RC RGM Capital Naples, Florida	$71.1M	-$8.25M	1	4.73%	Reduced
198	Flossbach Von Storch Cologne, Germany	$70.3M	+$57M	1	0.56%	Increased
199	HAM Honeycomb Asset Management New York	$70.1M	-$12.6M	2	9%	Reduced
200	PineBridge Investments New York	$69.7M	+$13.7M	2	1.13%	Increased