← 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	Federated Hermes Pittsburgh, Pennsylvania	$128M	-$49M	4	0.35%	Reduced
177	Bessemer Group Woodbridge, New Jersey	$127M	-$3M	4	0.31%	Reduced
178	Voloridge Investment Management Jupiter, Florida	$127M	+$104M	5	0.71%	Increased
179	ROIC Route One Investment Company San Francisco, California	$124M	$0	1	5.62%	Maintained
180	Mirae Asset Global Investments Seoul, South Korea	$124M	-$26.4M	5	0.32%	Reduced
181	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$124M	-$2.14M	1	7.33%	Reduced
182	Storebrand Asset Management Lysaker, Norway	$122M	+$1.48M	3	0.68%	Increased
183	Chevy Chase Trust Bethesda, Maryland	$122M	-$7.53M	2	0.52%	Reduced
184	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$121M	-$41.1M	2	3.3%	Reduced
185	LPL Financial San Diego, California	$120M	-$16.4M	5	0.1%	Reduced
186	Mackenzie Financial Toronto Ontario, Ontario, Canada	$115M	-$36.7M	3	0.19%	Reduced
187	RC RGM Capital Naples, Florida	$113M	+$1.95M	1	6.6%	Increased
188	AQR Capital Management Greenwich, Connecticut	$112M	+$39.7M	2	0.25%	Increased
189	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$111M	$0	1	0.66%	Maintained
190	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$110M	-$59.7M	5	0.2%	Reduced
191	Axiom Investors Greenwich, Connecticut	$108M	-$12.7M	1	2.12%	Reduced
192	Corient Private Wealth Miami, Florida	$107M	+$113M	4	0.39%	New
193	Dorsal Capital Management Redwood City, California	$107M	+$39.1M	1	6.34%	Increased
194	Allianz Asset Management Munich, Germany	$106M	-$14.2M	3	0.21%	Reduced
195	Maverick Capital Dallas, Texas	$106M	+$7.13M	1	2.5%	Increased
196	Retirement Systems of Alabama Montgomery, Alabama	$105M	+$13.7M	3	0.46%	Increased
197	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$104M	+$484K	4	0.78%	Increased
198	Asset Management One Tokyo, Japan	$103M	-$3.25M	3	0.5%	Reduced
199	Treasurer of the State of North Carolina Raleigh, North Carolina	$102M	+$2.61M	5	0.62%	Increased
200	Fort Washington Investment Advisors Cincinnati, Ohio	$101M	-$1.53M	2	0.78%	Reduced