← 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
LFDLE
La Financiere de L'Echiquier
France
$196M +$58M 4 6.56% Increased
202
Storebrand Asset Management
Storebrand Asset Management
Norway
$193M -$5.61M 3 0.95% Reduced
203
Artisan Partners
Artisan Partners
Wisconsin
$190M +$38.1M 1 0.23% Increased
204
CI Investments Inc
CI Investments Inc
Ontario, Canada
$190M -$29.6M 5 0.71% Reduced
205
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$189M +$7.74M 1 2.25% Increased
206
Munro Partners
Munro Partners
Australia
$188M -$35.7M 1 6.44% Reduced
207
Harris Associates
Harris Associates
Illinois
$185M +$2.57M 1 0.3% Increased
208
Samlyn Capital
Samlyn Capital
New York
$184M +$173M 1 2.47% New
209
Calamos Advisors
Calamos Advisors
Illinois
$184M +$18.7M 2 0.8% Increased
210
GCM
Gladstone Capital Management
United Kingdom
$182M +$27.1M 1 9.15% Increased
211
OPFM
Optimus Prime Fund Management
Cayman Islands
$180M -$5.45M 3 12.81% Reduced
212
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$179M +$59M 3 0.4% Increased
213
Generation Investment Management
Generation Investment Management
United Kingdom
$176M -$2.25M 1 0.73% Reduced
214
Truist Financial
Truist Financial
North Carolina
$176M +$4.46M 5 0.29% Increased
215
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$176M +$5.15M 4 1.02% Increased
216
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$174M +$133M 4 2.52% Increased
217
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$170M -$82.4M 3 0.24% Reduced
218
Aberdeen Group
Aberdeen Group
United Kingdom
$164M +$12.3M 4 0.37% Increased
219
Eagle Asset Management
Eagle Asset Management
Florida
$161M +$82.7M 3 0.73% Increased
220
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$158M $0 1 1.27% Maintained
221
PointState Capital
PointState Capital
New York
$155M +$33.4M 1 2.58% Increased
222
Baird Financial Group
Baird Financial Group
Wisconsin
$154M +$1.24M 4 0.39% Increased
223
EULAV Asset Management
EULAV Asset Management
Florida
$153M -$2.23M 2 4.04% Reduced
224
AIG
American International Group
New York
$151M +$5.21M 4 0.81% Increased
225
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$150M +$44.1M 3 0.58% Increased