← 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	$963M	-$58.8M	2	5.05%	Reduced
27	Allianz Asset Management Munich, Germany	$914M	+$71.4M	3	0.88%	Increased
28	Capital Research Global Investors Los Angeles, California	$911M	-$106M	2	0.25%	Reduced
29	Wells Fargo San Francisco, California	$903M	-$25M	3	0.27%	Reduced
30	Baillie Gifford & Co Edinburgh, United Kingdom	$784M	-$37.8M	1	0.85%	Reduced
31	Invesco Atlanta, Georgia	$780M	+$93.4M	3	0.26%	Increased
32	American Century Companies Kansas City, Missouri	$726M	-$19.2M	2	0.73%	Reduced
33	Fred Alger Management New York	$704M	-$119M	2	2.96%	Reduced
34	First Trust Advisors Wheaton, Illinois	$645M	+$63M	3	1.34%	Increased
35	Tiger Global Management New York	$584M	+$215M	2	3.04%	Increased
36	Lone Pine Capital Greenwich, Connecticut	$520M	+$58.4M	1	2.75%	Increased
37	BNP Paribas Financial Markets Paris, France	$518M	+$234M	3	0.86%	Increased
38	Legal & General Group London, United Kingdom	$516M	-$15.7M	3	0.4%	Reduced
39	Arrowstreet Capital Boston, Massachusetts	$516M	-$72.2M	3	1.26%	Reduced
40	TCW Group Los Angeles, California	$511M	-$49M	2	4.14%	Reduced
41	Teachers Advisors New York	$508M	-$2.56M	3	0.64%	Reduced
42	Putnam Investments Boston, Massachusetts	$496M	+$28.9M	3	1.13%	Increased
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$481M	+$31.7M	2	0.56%	Increased
44	UBS Group Zurich, Switzerland	$460M	+$96.1M	3	0.2%	Increased
45	Waddell & Reed Financial Overland Park, Kansas	$448M	-$65.3M	2	1.03%	Reduced
46	SCM Suvretta Capital Management New York	$431M	-$33.2M	1	11.42%	Reduced
47	Charles Schwab San Francisco, California	$430M	+$9.7M	3	0.31%	Increased
48	Federated Hermes Pittsburgh, Pennsylvania	$418M	-$18.1M	2	1.22%	Reduced
49	Swiss National Bank Zurich, Switzerland	$409M	+$12.6M	2	0.47%	Increased
50	OppenheimerFunds New York	$389M	+$131M	2	0.46%	Increased