← 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
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$196M +$20M 2 0.93% Increased
202
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$195M +$1.59M 4 0.81% Increased
203
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$194M -$29.2M 4 0.36% Reduced
204
PCM
Palestra Capital Management
New York
$192M +$65.3M 1 6.32% Increased
205
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$191M -$20.1M 2 1.65% Reduced
206
Rafferty Asset Management
Rafferty Asset Management
New York
$191M +$19.3M 3 0.65% Increased
207
Baird Financial Group
Baird Financial Group
Wisconsin
$191M -$734K 4 0.37% Reduced
208
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$191M +$2.61M 5 0.29% Increased
209
Riverbridge Partners
Riverbridge Partners
Minnesota
$186M -$2.41M 2 2.48% Reduced
210
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$183M +$37.1M 1 1.63% Increased
211
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$179M +$8.24M 4 1.27% Increased
212
Truist Financial
Truist Financial
North Carolina
$178M -$22.5M 5 0.28% Reduced
213
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$176M +$6.68M 3 2.73% Increased
214
Artisan Partners
Artisan Partners
Wisconsin
$175M +$69.7M 3 0.26% Increased
215
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$175M -$3.59M 1 1.86% Reduced
216
CAM
Contour Asset Management
New York
$175M +$164M 1 5.78% New
217
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$173M -$5.43M 2 1.22% Reduced
218
Saturna Capital
Saturna Capital
Washington
$171M +$207K 2 2.23% Increased
219
Calamos Advisors
Calamos Advisors
Illinois
$164M -$8.45M 2 0.71% Reduced
220
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$163M +$16.2M 4 0.81% Increased
221
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$163M -$165M 4 0.14% Reduced
222
MetLife Investment Management
MetLife Investment Management
New Jersey
$162M +$11.8M 6 0.93% Increased
223
Capital Group Private Client Services
Capital Group Private Client Services
California
$162M -$10.4M 2 1.55% Reduced
224
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$162M +$4.22M 6 0.35% Increased
225
Tredje AP-fonden
Tredje AP-fonden
Sweden
$162M +$9.84M 3 1.46% Increased