← 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
26	Norges Bank Oslo, Norway	$517M	+$47.4M	3	0.23%	Increased
27	Baillie Gifford & Co Edinburgh, United Kingdom	$474M	-$11.5M	1	0.78%	Reduced
28	Geode Capital Management Boston, Massachusetts	$459M	+$16.9M	3	0.21%	Increased
29	Massachusetts Financial Services Boston, Massachusetts	$425M	-$3.81M	2	0.21%	Reduced
30	BlackRock Group London, United Kingdom	$409M	+$2.84M	3	0.19%	Increased
31	Invesco Atlanta, Georgia	$405M	+$16.7M	3	0.14%	Increased
32	Allianz Asset Management Munich, Germany	$400M	+$137M	2	0.36%	Increased
33	CCM Criterion Capital Management San Francisco, California	$398M	+$64.6M	2	16.23%	Increased
34	Goldman Sachs New York	$370M	+$40.1M	3	0.1%	Increased
35	UBS AM Chicago, Illinois	$365M	-$164M	3	0.41%	Reduced
36	TCW Group Los Angeles, California	$356M	-$28.7M	2	2.68%	Reduced
37	American Century Companies Kansas City, Missouri	$340M	-$41.2M	2	0.37%	Reduced
38	Carmignac Gestion Paris, France	$322M	-$40.3M	1	2.5%	Reduced
39	Fred Alger Management New York	$304M	-$42.6M	2	1.66%	Reduced
40	AllianceBernstein Nashville, Tennessee	$301M	+$3.34M	3	0.25%	Increased
41	Westfield Capital Management Boston, Massachusetts	$281M	+$18.3M	2	2.47%	Increased
42	BNP Paribas Financial Markets Paris, France	$244M	+$7.37M	3	1.14%	Increased
43	Corvex Management New York	$236M	+$251M	1	4.04%	New
44	Legal & General Group London, United Kingdom	$228M	+$4.73M	3	0.21%	Increased
45	Waddell & Reed Financial Overland Park, Kansas	$227M	-$4.31M	2	0.5%	Reduced
46	Teachers Advisors New York	$225M	+$52.5M	3	0.35%	Increased
47	JP Jana Partners New York	$217M	+$230M	1	3.8%	New
48	Capital World Investors Los Angeles, California	$210M	$0	1	0.05%	Maintained
49	First Trust Advisors Wheaton, Illinois	$208M	+$4.5M	2	0.62%	Increased
50	Thrivent Financial for Lutherans Minneapolis, Minnesota	$196M	+$2.51M	2	0.87%	Increased