← 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	JP Morgan Chase New York	$2.32B	+$244M	6	0.27%	Increased
27	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.31B	+$112M	4	1.4%	Increased
28	ClearBridge Investments New York	$2.26B	+$180M	3	1.54%	Increased
29	Ameriprise Minneapolis, Minnesota	$2.23B	+$195M	5	0.62%	Increased
30	Charles Schwab San Francisco, California	$1.98B	+$68.8M	6	0.58%	Increased
31	Brown Advisory Baltimore, Maryland	$1.97B	+$228M	4	2.44%	Increased
32	Tiger Global Management New York	$1.88B	-$141M	3	4.1%	Reduced
33	Capital International Investors Los Angeles, California	$1.87B	-$52M	2	0.39%	Reduced
34	ARK Investment Management St. Petersburg, Florida	$1.8B	+$103M	3	5.45%	Increased
35	UBS Group Zurich, Switzerland	$1.79B	+$2.82M	8	0.51%	Increased
36	Sands Capital Management Arlington, Virginia	$1.74B	-$56.8M	2	3.23%	Reduced
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.69B	+$35.4M	6	0.76%	Increased
38	Allianz Asset Management Munich, Germany	$1.66B	+$96.1M	4	1.14%	Increased
39	Royal Bank of Canada Toronto, Ontario, Canada	$1.66B	+$203M	7	0.38%	Increased
40	Wells Fargo San Francisco, California	$1.63B	-$657M	6	0.41%	Reduced
41	Swiss National Bank Zurich, Switzerland	$1.54B	-$52.9M	3	0.93%	Reduced
42	Barclays London, United Kingdom	$1.45B	+$161M	3	0.54%	Increased
43	Parametric Portfolio Associates Seattle, Washington	$1.35B	+$25.7M	5	0.69%	Increased
44	Amundi Paris, France	$1.35B	+$77.2M	5	0.85%	Increased
45	Neuberger Berman Group New York	$1.33B	+$168M	4	1.05%	Increased
46	Lone Pine Capital Greenwich, Connecticut	$1.3B	-$124M	1	5.33%	Reduced
47	American Century Companies Kansas City, Missouri	$1.3B	-$71.3M	4	0.82%	Reduced
48	Swedbank Stockholm, Sweden	$1.28B	-$26.6M	2	2.14%	Reduced
49	Principal Financial Group Des Moines, Iowa	$1.22B	-$23M	4	0.73%	Reduced
50	TD Asset Management Toronto, Ontario, Canada	$1.07B	+$433M	4	0.89%	Increased