← 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	UBS AM Chicago, Illinois	$1.9B	+$116M	3	1.02%	Increased
27	Invesco Atlanta, Georgia	$1.89B	-$68.2M	3	0.64%	Reduced
28	Ameriprise Minneapolis, Minnesota	$1.8B	-$147M	3	0.73%	Reduced
29	Brown Advisory Baltimore, Maryland	$1.63B	+$32.3M	4	3.36%	Increased
30	Capital International Investors Los Angeles, California	$1.6B	-$154M	1	0.49%	Reduced
31	Sands Capital Management Arlington, Virginia	$1.59B	-$250M	2	3.44%	Reduced
32	ClearBridge Investments New York	$1.56B	+$153M	2	1.34%	Increased
33	Charles Schwab San Francisco, California	$1.52B	+$27.6M	4	0.7%	Increased
34	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.47B	+$62.6M	2	0.99%	Increased
35	UBS Group Zurich, Switzerland	$1.41B	+$34.1M	5	0.53%	Increased
36	Baillie Gifford & Co Edinburgh, United Kingdom	$1.39B	+$81.1M	1	0.95%	Increased
37	Tiger Global Management New York	$1.3B	+$333M	2	3.65%	Increased
38	Swiss National Bank Zurich, Switzerland	$1.24B	+$33.1M	2	0.97%	Increased
39	Goldman Sachs New York	$1.23B	-$46M	3	0.35%	Reduced
40	Amundi Asset Management US Boston, Massachusetts	$1.19B	+$12.8M	3	1.25%	Increased
41	GQG Partners Ft. Lauderdale, Florida	$1.19B	+$448M	2	4.05%	Increased
42	Swedbank Stockholm, Sweden	$1.12B	-$102M	2	3.84%	Reduced
43	Allianz Asset Management Munich, Germany	$1.09B	+$25.2M	3	1.26%	Increased
44	Winslow Capital Management Minneapolis, Minnesota	$1.07B	-$34M	2	4.76%	Reduced
45	Parametric Portfolio Associates Seattle, Washington	$1.02B	+$21.7M	3	0.73%	Increased
46	Royal Bank of Canada Toronto, Ontario, Canada	$942M	+$56.3M	4	0.34%	Increased
47	AllianceBernstein Nashville, Tennessee	$936M	-$98.2M	3	0.5%	Reduced
48	Principal Financial Group Des Moines, Iowa	$905M	-$17.6M	3	0.76%	Reduced
49	Deutsche Bank Frankfurt Am Main Ge, Germany	$885M	+$129M	5	0.61%	Increased
50	Fred Alger Management New York	$883M	+$37.6M	3	2.56%	Increased