← 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	Nissay Asset Management Tokyo, Japan	$124M	+$31.9M	2	1.22%	Increased
202	Treasurer of the State of North Carolina Raleigh, North Carolina	$124M	+$692K	3	0.78%	Increased
203	Mitsubishi UFJ Asset Management Tokyo, Japan	$123M	+$10.2M	2	0.81%	Increased
204	ESCM Echo Street Capital Management New York	$123M	-$52M	2	1.1%	Reduced
205	EULAV Asset Management Sarasota, Florida	$123M	+$7.87M	2	3.29%	Increased
206	Baird Financial Group Milwaukee, Wisconsin	$116M	+$2.57M	3	0.33%	Increased
207	Jericho Capital Asset Management New York	$116M	+$63.8M	2	3.07%	Increased
208	Alyeska Investment Group Chicago, Illinois	$116M	+$77.8M	2	1.5%	Increased
209	Harris Associates Chicago, Illinois	$115M	+$121M	1	0.2%	New
210	LSCM Light Street Capital Management Palo Alto, California	$114M	+$120M	2	6.11%	New
211	Calamos Advisors Naperville, Illinois	$113M	+$14.4M	2	0.62%	Increased
212	Capital World Investors Los Angeles, California	$112M	-$21.8M	1	0.02%	Reduced
213	RA Rovida Advisors Fort Lauderdale, Florida	$107M	+$125M	1	5%	New
214	Stockbridge Partners Boston, Massachusetts	$106M	+$112M	1	2.59%	New
215	Point72 Asset Management Stamford, Connecticut	$106M	+$111M	2	0.5%	New
216	Prudential plc London, England, United Kingdom	$106M	-$5.42M	2	0.73%	Reduced
217	AIG American International Group New York	$106M	-$3.94M	4	0.37%	Reduced
218	CIP Champlain Investment Partners Burlington, Vermont	$106M	-$44.1M	1	0.55%	Reduced
219	Capital International Inc Los Angeles, California	$105M	+$17.4M	2	0.97%	Increased
220	Fifth Third Bancorp Cincinnati, Ohio	$105M	+$14.9M	4	0.49%	Increased
221	Frontier Capital Management Boston, Massachusetts	$104M	+$54.1M	1	0.79%	Increased
222	ACI AMP Capital Investors Sydney, Australia	$104M	-$5.89M	5	0.52%	Reduced
223	Marshall Wace North America New York	$103M	+$91.7M	3	0.43%	Increased
224	LFDLE La Financiere de L'Echiquier Paris, France	$102M	+$20.5M	2	4.13%	Increased
225	Voloridge Investment Management Jupiter, Florida	$100M	+$17.8M	3	0.73%	Increased