← 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	First Manhattan New York	$175M	+$177M	2	0.56%	Increased
202	State of Tennessee, Department of Treasury Nashville, Tennessee	$175M	+$10.5M	3	0.64%	Increased
203	Glenmede Trust Philadelphia, Pennsylvania	$173M	+$82.8M	5	0.88%	Increased
204	Natixis Paris, France	$173M	+$69.9M	4	0.99%	Increased
205	Railway Pension Investments London, United Kingdom	$173M	-$34.4M	1	2.07%	Reduced
206	APG Asset Management US New York	$173M	+$18.6M	2	0.99%	Increased
207	OMERS Administration Corp Toronto, Ontario, Canada	$173M	+$137M	6	1.66%	Increased
208	State of New Jersey Common Pension Fund D Trenton, New Jersey	$171M	-$91.9M	4	0.75%	Reduced
209	Epoch Investment Partners New York	$171M	+$29.7M	1	0.78%	Increased
210	Riverbridge Partners Minneapolis, Minnesota	$171M	-$3.15M	2	2.32%	Reduced
211	Baird Financial Group Milwaukee, Wisconsin	$170M	+$14.1M	4	0.35%	Increased
212	Capitolis Liquid Global Markets New York	$168M	+$52.4M	1	2.08%	Increased
213	Kovitz Investment Group Partners Chicago, Illinois	$165M	+$31.3M	3	1.41%	Increased
214	MN Services Vermogensbeheer The Hague, Netherlands	$164M	-$3.05M	3	1.19%	Reduced
215	Commonwealth Equity Services Waltham, Massachusetts	$160M	+$5.66M	5	0.25%	Increased
216	Calamos Advisors Naperville, Illinois	$158M	-$5.92M	2	0.7%	Reduced
217	ROIC Route One Investment Company San Francisco, California	$157M	$0	1	5.44%	Maintained
218	Capital Group Private Client Services Los Angeles, California	$157M	-$5.23M	2	1.57%	Reduced
219	Balyasny Asset Management Chicago, Illinois	$157M	+$1.55M	3	0.27%	Increased
220	Dorsal Capital Management Redwood City, California	$154M	-$40.1M	1	5.31%	Reduced
221	Rafferty Asset Management New York	$153M	+$12.1M	3	0.57%	Increased
222	Polar Capital Holdings London, United Kingdom	$152M	-$143M	1	0.9%	Reduced
223	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$151M	+$19.7M	3	2.55%	Increased
224	Saturna Capital Bellingham, Washington	$150M	+$339K	2	1.99%	Increased
225	ABN AMRO Investment Solutions Paris Cedex 008,	$150M	-$10.6M	3	2.72%	Reduced