← 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	Goldman Sachs New York	$941M	-$225M	3	0.3%	Reduced
27	UBS AM Chicago, Illinois	$911M	-$101M	3	0.79%	Reduced
28	Brown Advisory Baltimore, Maryland	$848M	-$17.6M	3	2.85%	Reduced
29	American Century Companies Kansas City, Missouri	$757M	+$54.7M	2	0.86%	Increased
30	Baillie Gifford & Co Edinburgh, United Kingdom	$738M	-$22.3M	1	0.96%	Reduced
31	Invesco Atlanta, Georgia	$724M	-$32.8M	3	0.28%	Reduced
32	Viking Global Investors Stamford, Connecticut	$709M	+$411M	1	4.03%	Increased
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$612M	+$116M	2	0.66%	Increased
34	BNP Paribas Financial Markets Paris, France	$599M	-$70.5M	3	1.42%	Reduced
35	Fred Alger Management New York	$583M	-$136M	2	2.69%	Reduced
36	Legal & General Group London, United Kingdom	$583M	+$49.8M	3	0.45%	Increased
37	First Trust Advisors Wheaton, Illinois	$565M	-$59.9M	3	1.34%	Reduced
38	Lone Pine Capital Greenwich, Connecticut	$561M	-$2.56M	2	3.8%	Reduced
39	Winslow Capital Management Minneapolis, Minnesota	$541M	-$144M	2	3.36%	Reduced
40	Teachers Advisors New York	$539M	+$10.9M	3	0.76%	Increased
41	Putnam Investments Boston, Massachusetts	$538M	+$8.32M	3	1.42%	Increased
42	OppenheimerFunds New York	$523M	+$29M	2	0.75%	Increased
43	Coatue Management New York	$513M	+$220M	2	6.08%	Increased
44	Tiger Global Management New York	$510M	-$106M	2	3.39%	Reduced
45	Charles Schwab San Francisco, California	$488M	+$20M	3	0.37%	Increased
46	Fisher Asset Management Camas, Washington	$479M	+$301M	2	0.65%	Increased
47	TCW Group Los Angeles, California	$459M	-$39.7M	2	4.75%	Reduced
48	UBS Group Zurich, Switzerland	$434M	-$74.3M	3	0.2%	Reduced
49	Swiss National Bank Zurich, Switzerland	$423M	+$14.5M	2	0.54%	Increased
50	Parametric Portfolio Associates Seattle, Washington	$405M	+$53.8M	3	0.4%	Increased