← 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	Select Equity Group New York	$171M	+$42.1M	2	0.61%	Increased
177	Railway Pension Investments London, United Kingdom	$169M	$0	1	1.73%	Maintained
178	ROIC Route One Investment Company San Francisco, California	$169M	-$15.2M	1	6.29%	Reduced
179	Corient Private Wealth Miami, Florida	$168M	+$20.2M	5	0.45%	Increased
180	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$168M	$0	1	1.06%	Maintained
181	AQR Capital Management Greenwich, Connecticut	$167M	+$5.5M	2	0.37%	Increased
182	PIMC Praesidium Investment Management Company New York	$166M	-$3.45M	1	15.04%	Reduced
183	Citadel Advisors Miami, Florida	$166M	-$401M	7	0.04%	Reduced
184	Panagora Asset Management Boston, Massachusetts	$162M	+$47.5M	4	1.03%	Increased
185	Third Point New York	$160M	+$135M	1	2.62%	New
186	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$157M	+$1.12M	4	0.25%	Increased
187	Sarasin & Partners London, United Kingdom	$157M	-$2.11M	1	1.97%	Reduced
188	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$154M	+$13.8M	4	1.08%	Increased
189	Bessemer Group Woodbridge, New Jersey	$153M	+$47.1K	5	0.36%	Increased
190	Fort Washington Investment Advisors Cincinnati, Ohio	$151M	-$548K	2	1.13%	Reduced
191	AustralianSuper Melbourne, Australia	$150M	+$127M	1	0.91%	New
192	Whale Rock Capital Management Boston, Massachusetts	$149M	+$67.7M	1	3.27%	Increased
193	Asset Management One Tokyo, Japan	$147M	+$3.55M	3	0.67%	Increased
194	Epoch Investment Partners New York	$147M	+$24.4M	1	0.87%	Increased
195	CIBC Private Wealth Group Atlanta, Georgia	$145M	+$38.3M	4	0.32%	Increased
196	Frontier Capital Management Boston, Massachusetts	$144M	+$15M	2	1.49%	Increased
197	Treasurer of the State of North Carolina Raleigh, North Carolina	$143M	+$3.37M	5	0.81%	Increased
198	Retirement Systems of Alabama Montgomery, Alabama	$142M	-$1.45M	3	0.62%	Reduced
199	Fred Alger Management New York	$141M	+$46.3M	3	0.75%	Increased
200	Employees Retirement System of Texas Austin, Texas	$139M	+$28.8M	2	2.03%	Increased