← 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	Winslow Capital Management Minneapolis, Minnesota	$897M	-$58.8M	2	4.85%	Reduced
27	Massachusetts Financial Services Boston, Massachusetts	$817M	+$27.4M	2	0.35%	Increased
28	Wells Fargo San Francisco, California	$813M	-$140M	3	0.24%	Reduced
29	Allianz Asset Management Munich, Germany	$754M	-$46.3M	3	0.72%	Reduced
30	Fred Alger Management New York	$715M	+$103M	2	3.32%	Increased
31	Baillie Gifford & Co Edinburgh, United Kingdom	$703M	+$32.2M	1	0.82%	Increased
32	American Century Companies Kansas City, Missouri	$666M	-$50.5M	2	0.68%	Reduced
33	Invesco Atlanta, Georgia	$605M	-$12.2M	3	0.23%	Reduced
34	TCM Tybourne Capital Management Hong Kong	$525M	+$19.7M	1	25.89%	Increased
35	Arrowstreet Capital Boston, Massachusetts	$524M	+$61.2M	3	1.2%	Increased
36	TCW Group Los Angeles, California	$506M	-$37.1M	2	4.12%	Reduced
37	First Trust Advisors Wheaton, Illinois	$502M	+$37.3M	3	1.15%	Increased
38	Legal & General Group London, United Kingdom	$468M	-$10.2M	3	0.36%	Reduced
39	Waddell & Reed Financial Overland Park, Kansas	$457M	-$9.45M	2	1.04%	Reduced
40	Deutsche Bank Frankfurt Am Main Ge, Germany	$452M	+$243M	3	0.22%	Increased
41	Teachers Advisors New York	$447M	+$8.13M	3	0.58%	Increased
42	Lone Pine Capital Greenwich, Connecticut	$443M	-$719M	1	2.24%	Reduced
43	Putnam Investments Boston, Massachusetts	$418M	+$72.4M	3	0.97%	Increased
44	Federated Hermes Pittsburgh, Pennsylvania	$400M	-$39.9M	2	1.16%	Reduced
45	SCM Suvretta Capital Management New York	$398M	-$15M	1	10.04%	Reduced
46	Renaissance Technologies New York	$394M	+$154M	2	0.43%	Increased
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$392M	+$23.3M	2	0.5%	Increased
48	Carmignac Gestion Paris, France	$391M	-$255M	1	2.74%	Reduced
49	Charles Schwab San Francisco, California	$371M	+$15.2M	3	0.29%	Increased
50	Swiss National Bank Zurich, Switzerland	$348M	-$47.3M	2	0.42%	Reduced