← 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	Storebrand Asset Management Lysaker, Norway	$93.3M	+$6.91M	2	0.77%	Increased
202	AAM Ardevora Asset Management London, United Kingdom	$93.3M	-$2.22M	2	1.83%	Reduced
203	Truist Financial Charlotte, North Carolina	$93M	+$18.5M	3	0.21%	Increased
204	William Blair Investment Management Chicago, Illinois	$91.2M	-$539K	1	0.37%	Reduced
205	MVIP Mar Vista Investment Partners Los Angeles, California	$91M	+$12.8M	1	2.49%	Increased
206	EC EMS Capital New York	$91M	$0	1	7.42%	Maintained
207	KCM Kensico Capital Management Greenwich, Connecticut	$90.9M	+$81.7M	1	1.91%	New
208	Sachem Head Capital Management New York	$90.9M	-$33.7M	1	6.47%	Reduced
209	AEGON Asset Management (UK) Edinburgh, United Kingdom	$90.3M	-$10.3M	1	2.03%	Reduced
210	AIG American International Group New York	$89.8M	+$966K	4	0.43%	Increased
211	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$88.8M	-$6.02M	3	1.06%	Reduced
212	GCM Glynn Capital Management Menlo Park, California	$88.5M	+$2.6M	2	11%	Increased
213	Advent International Boston, Massachusetts	$87.5M	+$5.3M	1	4.55%	Increased
214	SI SQN Investors Menlo Park, California	$86.2M	+$26.4M	1	6.68%	Increased
215	ACI AMP Capital Investors Sydney, Australia	$85M	-$956K	3	0.54%	Reduced
216	State of Michigan Retirement System Lansing, Michigan	$84.2M	+$22.5M	3	0.74%	Increased
217	Nissay Asset Management Tokyo, Japan	$84.2M	+$17.4M	2	1.63%	Increased
218	Capital International Inc Los Angeles, California	$83.8M	+$8.65M	2	1.02%	Increased
219	GGHC Gilder Gagnon Howe & Co New York	$83.4M	-$51M	2	0.65%	Reduced
220	Baird Financial Group Milwaukee, Wisconsin	$83.1M	+$7.69M	2	0.31%	Increased
221	IG Ithaka Group Arlington, Virginia	$82.7M	+$1.33M	2	11.35%	Increased
222	Cullen/Frost Bankers San Antonio, Texas	$81.7M	+$244K	3	2.16%	Increased
223	MSL Mackay Shields LLC New York	$81.1M	+$14.3M	2	0.65%	Increased
224	Calamos Advisors Naperville, Illinois	$80.2M	-$61.6M	2	0.57%	Reduced
225	GIM Growth Interface Management Orlando, Florida	$79.1M	$0	2	19.1%	Maintained