← 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	Millennium Management New York	$185M	-$468M	7	0.09%	Reduced
177	Bessemer Group Woodbridge, New Jersey	$184M	+$908K	5	0.39%	Increased
178	Flossbach Von Storch Cologne, Germany	$184M	-$13.9M	1	0.74%	Reduced
179	Fred Alger Management New York	$180M	+$15.9M	3	0.92%	Increased
180	Federated Hermes Pittsburgh, Pennsylvania	$180M	+$38.1M	4	0.45%	Increased
181	Select Equity Group New York	$179M	-$8.01M	2	0.67%	Reduced
182	ROIC Route One Investment Company San Francisco, California	$179M	$0	1	6.32%	Maintained
183	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$177M	$0	1	1.28%	Maintained
184	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$176M	+$748K	4	1.15%	Increased
185	Mariner Overland Park, Kansas	$175M	+$20.4M	5	0.47%	Increased
186	Man Group London, United Kingdom	$173M	+$163M	5	0.53%	New
187	AustralianSuper Melbourne, Australia	$172M	+$12.8M	1	1.09%	Increased
188	Asset Management One Tokyo, Japan	$170M	+$2.85M	4	0.72%	Increased
189	Aviva London, United Kingdom	$168M	+$93.8M	5	0.68%	Increased
190	Marshall Wace London, United Kingdom	$168M	+$17.8M	4	0.33%	Increased
191	RC RGM Capital Naples, Florida	$168M	+$3.25M	1	7.48%	Increased
192	Sarasin & Partners London, United Kingdom	$167M	-$19.8M	1	1.94%	Reduced
193	Treasurer of the State of North Carolina Raleigh, North Carolina	$163M	+$1.02M	5	0.85%	Increased
194	Employees Retirement System of Texas Austin, Texas	$159M	$0	2	2.17%	Maintained
195	MN Services Vermogensbeheer The Hague, Netherlands	$156M	+$96.5M	2	1.45%	Increased
196	DPCM Darlington Partners Capital Management Greenbrae, California	$154M	+$8.61M	1	10.58%	Increased
197	Fort Washington Investment Advisors Cincinnati, Ohio	$154M	-$5.75M	2	1.11%	Reduced
198	Epoch Investment Partners New York	$145M	-$9.77M	2	0.84%	Reduced
199	Riverbridge Partners Minneapolis, Minnesota	$145M	-$3.68M	2	1.83%	Reduced
200	Axxcess Wealth Management Carlsbad, California	$143M	-$232K	3	10.33%	Reduced