← 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
Waverton Investment Management
Waverton Investment Management
United Kingdom
$99M -$5.35M 1 5.12% Reduced
177
Eagle Asset Management
Eagle Asset Management
Florida
$98.6M -$38.7M 2 0.47% Reduced
178
US Bancorp
US Bancorp
Minnesota
$97.3M -$324K 3 0.25% Reduced
179
APG Asset Management
APG Asset Management
Netherlands
$96.2M -$17.1M 2 0.16% Reduced
180
CAM
Contour Asset Management
New York
$96M +$92.6M 1 5.01% New
181
ESCM
Echo Street Capital Management
New York
$95.9M -$15.6M 3 1.48% Reduced
182
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$95.4M +$7.83M 3 1.05% Increased
183
CI Investments Inc
CI Investments Inc
Ontario, Canada
$94.2M +$6.56M 2 0.48% Increased
184
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94.2M +$8.61M 2 1.27% Increased
185
Two Sigma Advisers
Two Sigma Advisers
New York
$93.3M -$266M 2 0.22% Reduced
186
Axiom Investors
Axiom Investors
Connecticut
$92.7M +$2.38M 1 2.16% Increased
187
AMF Tjänstepension
AMF Tjänstepension
Sweden
$91.6M +$1.07M 1 0.88% Increased
188
William Blair Investment Management
William Blair Investment Management
Illinois
$91.3M +$211K 2 0.36% Increased
189
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$90.9M -$3.4M 1 3.37% Reduced
190
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$90.1M +$18.9M 1 1.08% Increased
191
SIG
Senator Investment Group
New York
$89.5M +$86.2M 1 2.45% New
192
Riverbridge Partners
Riverbridge Partners
Minnesota
$86.8M +$26.5M 2 1.56% Increased
193
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$86.6M +$10.7M 2 0.21% Increased
194
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$85.9M +$1.69M 3 0.71% Increased
195
Railway Pension Investments
Railway Pension Investments
United Kingdom
$83.1M -$11.5M 2 0.93% Reduced
196
Calamos Advisors
Calamos Advisors
Illinois
$82.6M +$3.61M 2 0.41% Increased
197
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$82.1M +$45.3M 2 0.2% Increased
198
LSCM
Light Street Capital Management
California
$81.8M +$77.2M 2 4.89% New
199
Appaloosa LP
Appaloosa LP
New Jersey
$81.3M $0 1 2.04% Maintained
200
AC
Athanor Capital
New York
$80.1M +$47.8M 2 3.65% Increased