← 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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$104M -$152K 5 0.69% Reduced
202
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$101M -$15.9M 4 0.77% Reduced
203
EC
Eminence Capital
New York
$99.9M -$7.35M 1 2.09% Reduced
204
Riverbridge Partners
Riverbridge Partners
Minnesota
$99.5M +$8.67M 2 1.48% Increased
205
Axxcess Wealth Management
Axxcess Wealth Management
California
$99.1M +$847K 3 9.38% Increased
206
Soros Fund Management
Soros Fund Management
New York
$97.5M +$8.49M 1 1.66% Increased
207
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$96.2M -$7.28M 3 0.45% Reduced
208
Aviva
Aviva
United Kingdom
$94.9M -$9.34M 5 0.55% Reduced
209
Two Sigma Advisers
Two Sigma Advisers
New York
$94.5M +$51.8M 5 0.27% Increased
210
Ossiam
Ossiam
France
$94.2M +$5.69M 5 2.73% Increased
211
AMF Tjänstepension
AMF Tjänstepension
Sweden
$94.1M -$39.5M 2 1.11% Reduced
212
Causeway Capital Management
Causeway Capital Management
California
$93.6M -$23.9M 1 2.62% Reduced
213
Fred Alger Management
Fred Alger Management
New York
$90.6M -$71.9M 3 0.46% Reduced
214
NCM
Nellore Capital Management
California
$89M $0 1 22.56% Maintained
215
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$88.5M +$72.6M 2 1.51% Increased
216
Truist Financial
Truist Financial
North Carolina
$87.3M -$3.36M 4 0.17% Reduced
217
Rockefeller Capital Management
Rockefeller Capital Management
New York
$87.3M +$17.7M 6 0.45% Increased
218
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$87M +$10.8M 1 1.1% Increased
219
Mariner
Mariner
Kansas
$87M +$10.3M 6 0.35% Increased
220
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$86.5M +$70.6M 2 0.52% Increased
221
Corvex Management
Corvex Management
New York
$86.5M +$85.5M 1 5.07% Increased
222
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$86.5M -$8.35M 4 0.72% Reduced
223
SEP
Soma Equity Partners
California
$86.3M +$25.4M 1 4.44% Increased
224
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$85.7M +$8.74M 1 1.98% Increased
225
HighTower Advisors
HighTower Advisors
Illinois
$84.3M -$13.1M 4 0.23% Reduced