← 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
ROIC
Route One Investment Company
California
$184M -$47.8M 1 6.71% Reduced
202
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$184M -$30.9M 3 1.33% Reduced
203
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$184M -$82.8M 1 1.61% Reduced
204
Commerce Bank
Commerce Bank
Missouri
$183M +$57M 4 1.21% Increased
205
DnB Asset Management
DnB Asset Management
Norway
$183M -$10.9M 4 0.95% Reduced
206
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$179M -$7.6M 3 0.66% Reduced
207
ING Group
ING Group
Netherlands
$179M +$21.2M 2 1.23% Increased
208
Cerity Partners
Cerity Partners
New York
$178M -$1.15B 4 0.47% Reduced
209
Calamos Advisors
Calamos Advisors
Illinois
$175M +$9.31M 2 0.83% Increased
210
IEQ Capital
IEQ Capital
California
$175M +$15.2M 4 2.51% Increased
211
PCM
Palestra Capital Management
New York
$175M +$24.6M 1 6.51% Increased
212
APG Asset Management US
APG Asset Management US
New York
$172M +$56.5M 2 1% Increased
213
Capital Group Private Client Services
Capital Group Private Client Services
California
$171M +$26.3M 2 1.74% Increased
214
Bessemer Group
Bessemer Group
New Jersey
$170M -$30.7M 5 0.31% Reduced
215
AGF Management
AGF Management
Ontario, Canada
$169M -$3.97M 1 0.94% Reduced
216
Epoch Investment Partners
Epoch Investment Partners
New York
$167M -$12.7M 1 0.74% Reduced
217
Baird Financial Group
Baird Financial Group
Wisconsin
$166M +$1.53M 5 0.35% Increased
218
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$166M +$21.8M 5 0.28% Increased
219
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$162M -$2.9M 4 0.62% Reduced
220
Alphabet Inc
Alphabet Inc
California
$159M $0 1 6.34% Maintained
221
Moore Capital Management
Moore Capital Management
New York
$158M +$56.8M 2 2.53% Increased
222
FFM
Fullerton Fund Management
Singapore
$158M +$96.6M 2 7.5% Increased
223
Vontobel Holding
Vontobel Holding
Switzerland
$157M +$36.9M 5 1.26% Increased
224
EC
Eminence Capital
New York
$157M +$9.03M 1 2.22% Increased
225
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$156M +$5.15M 3 1.99% Increased
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