← 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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$181M +$9.15M 3 1.19% Increased
177
Scout Investments
Scout Investments
Missouri
$181M -$11.1M 1 4.15% Reduced
178
Bessemer Group
Bessemer Group
New Jersey
$180M -$3.04M 5 0.4% Reduced
179
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$177M +$67.5M 2 4.01% Increased
180
Select Equity Group
Select Equity Group
New York
$176M +$2.35M 2 0.72% Increased
181
Chevy Chase Trust
Chevy Chase Trust
Maryland
$175M -$4.82M 2 0.69% Reduced
182
AMF Tjänstepension
AMF Tjänstepension
Sweden
$174M +$56.4M 2 1.7% Increased
183
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$172M -$14.6M 5 0.77% Reduced
184
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$170M $0 1 1.28% Maintained
185
Asset Management One
Asset Management One
Japan
$167M +$1.34M 4 0.74% Increased
186
Stockbridge Partners
Stockbridge Partners
Massachusetts
$167M -$43.6M 1 3.71% Reduced
187
Osaic Holdings
Osaic Holdings
Arizona
$163M +$42.1M 8 0.24% Increased
188
Dorsal Capital Management
Dorsal Capital Management
California
$162M +$97.2M 1 5.54% Increased
189
Balyasny Asset Management
Balyasny Asset Management
Illinois
$161M +$97.4M 4 0.33% Increased
190
Railway Pension Investments
Railway Pension Investments
United Kingdom
$160M -$44.5M 1 1.73% Reduced
191
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$159M +$3.78K 5 0.86% Increased
192
FCM
Fernbridge Capital Management
California
$158M +$41.3M 1 15.24% Increased
193
Truist Financial
Truist Financial
North Carolina
$158M +$51.2M 5 0.26% Increased
194
ROIC
Route One Investment Company
California
$157M -$15.4M 1 5.41% Reduced
195
Flossbach Von Storch
Flossbach Von Storch
Germany
$155M -$22.2M 1 0.68% Reduced
196
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$155M -$33.6M 2 0.45% Reduced
197
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$154M +$3M 2 1.49% Increased
198
DPCM
Darlington Partners Capital Management
California
$152M +$3.8M 1 9.34% Increased
199
PCM
Palestra Capital Management
New York
$149M +$49.7M 1 7.86% Increased
200
RC
RGM Capital
Florida
$148M -$19.4M 1 6.75% Reduced