← 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
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$233M +$72.5M 2 8.16% Increased
177
NSLI
Nan Shan Life Insurance
Taiwan
$226M +$34M 2 3.77% Increased
178
Balyasny Asset Management
Balyasny Asset Management
Illinois
$225M +$127M 5 0.94% Increased
179
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$223M +$14.9M 1 1.42% Increased
180
Natixis
Natixis
France
$219M +$167M 4 0.76% Increased
181
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$216M -$18.6M 4 0.33% Reduced
182
Asset Management One
Asset Management One
Japan
$215M +$10.9M 3 0.82% Increased
183
AMF Tjänstepension
AMF Tjänstepension
Sweden
$214M -$93.8M 1 1.55% Reduced
184
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$212M +$27M 3 1.05% Increased
185
Hyperion Asset Management
Hyperion Asset Management
Australia
$212M +$21.6M 2 9.57% Increased
186
PCM
Primavera Capital Management
Cayman Islands
$211M $0 1 11.98% Maintained
187
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$211M +$11.5M 2 1.04% Increased
188
Nissay Asset Management
Nissay Asset Management
Japan
$211M +$15.3M 3 1.79% Increased
189
PIMC
Praesidium Investment Management Company
New York
$208M -$3.05M 1 11.54% Reduced
190
Bessemer Group
Bessemer Group
New Jersey
$208M +$1.77M 5 0.44% Increased
191
Railway Pension Investments
Railway Pension Investments
United Kingdom
$207M +$6.36M 1 1.68% Increased
192
HighTower Advisors
HighTower Advisors
Illinois
$206M +$30.7M 4 0.55% Increased
193
SCV
Sands Capital Ventures
Virginia
$201M +$231M 1 30.24% New
194
Man Group
Man Group
United Kingdom
$200M +$31.3M 3 0.7% Increased
195
Royal London Asset Management
Royal London Asset Management
United Kingdom
$200M +$16.5M 3 0.81% Increased
196
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$198M +$11.9M 3 1.23% Increased
197
Aviva
Aviva
United Kingdom
$198M -$10.3M 3 0.88% Reduced
198
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$198M +$34.1M 2 1.13% Increased
199
Riverbridge Partners
Riverbridge Partners
Minnesota
$197M +$1.35M 2 1.98% Increased
200
William Blair Investment Management
William Blair Investment Management
Illinois
$197M +$5.52M 1 0.55% Increased
6 7
8
9 10