← 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
201
PointState Capital
PointState Capital
New York
$49M -$277M 1 1.95% Reduced
202
VOYA Investment Management
VOYA Investment Management
Georgia
$48.6M -$121M 3 0.12% Reduced
203
ARK Investment Management
ARK Investment Management
Florida
$48.5M +$7.64M 1 1.97% Increased
204
PWLP
Prio Wealth Limited Partnership
Massachusetts
$48M -$718K 1 2.56% Reduced
205
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$47.9M -$13.8M 2 2.28% Reduced
206
Pzena Investment Management
Pzena Investment Management
New York
$47.8M -$29.8M 1 0.28% Reduced
207
Riverbridge Partners
Riverbridge Partners
Minnesota
$47.3M +$2.19M 1 0.99% Increased
208
LSCM
Light Street Capital Management
California
$46.8M +$45.9M 1 3.57% Increased
209
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$46.5M -$445K 2 1.73% Reduced
210
EULAV Asset Management
EULAV Asset Management
Florida
$46.1M -$945K 2 2.3% Reduced
211
Natixis
Natixis
France
$45.7M -$11.9M 1 0.38% Reduced
212
AIM
Allen Investment Management
New York
$44.8M -$4.63M 2 1.81% Reduced
213
LFDLE
La Financiere de L'Echiquier
France
$44.1M +$11.9M 2 8.62% Increased
214
Tocqueville Asset Management
Tocqueville Asset Management
New York
$44.1M +$1.73M 2 0.66% Increased
215
TCG
Tremblant Capital Group
Florida
$43.9M +$43.8M 1 2.97% New
216
Marshall Wace North America
Marshall Wace North America
New York
$43.8M -$87M 3 0.42% Reduced
217
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$43.7M -$7.96M 3 0.39% Reduced
218
Personal Capital Advisors
Personal Capital Advisors
California
$43.4M +$687K 1 0.58% Increased
219
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$43.4M +$10.2M 1 0.24% Increased
220
PineBridge Investments
PineBridge Investments
New York
$43.4M +$3.96M 2 0.97% Increased
221
Harvest Fund Management
Harvest Fund Management
China
$43.2M -$377K 2 9.05% Reduced
222
Junto Capital Management
Junto Capital Management
New York
$42.7M +$45.1M 1 2.99% New
223
Marshall Wace
Marshall Wace
United Kingdom
$42.5M -$65.8M 2 0.43% Reduced
224
Soros Fund Management
Soros Fund Management
New York
$42.3M +$11.4M 2 1.28% Increased
225
EIM
Elephas Investment Management
Hong Kong
$42.2M +$42.4M 1 2.52% New
7 8
9
10 11