← 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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.43B -$20.9M 2 0.53% Reduced
27
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.37B -$63.9M 4 2.78% Reduced
28
Ameriprise
Ameriprise
Minnesota
$1.3B -$51.3M 5 0.48% Reduced
29
Charles Schwab
Charles Schwab
California
$1.22B +$48.9M 7 0.44% Increased
30
Invesco
Invesco
Georgia
$1.22B -$74.6M 6 0.39% Reduced
31
Brown Advisory
Brown Advisory
Maryland
$1.18B +$82.6M 4 2.3% Increased
32
VOYA Investment Management
VOYA Investment Management
Georgia
$1.14B +$871M 5 1.37% Increased
33
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.11B +$125M 4 0.91% Increased
34
AllianceBernstein
AllianceBernstein
Tennessee
$1.01B -$8.74M 5 0.49% Reduced
35
Swiss National Bank
Swiss National Bank
Switzerland
$1.01B +$6.91M 3 0.72% Increased
36
Sands Capital Management
Sands Capital Management
Virginia
$996M -$45.4M 2 3.74% Reduced
37
UBS Group
UBS Group
Switzerland
$991M +$124M 7 0.43% Increased
38
Harris Associates
Harris Associates
Illinois
$944M +$261M 1 1.58% Increased
39
Deutsche Bank
Deutsche Bank
Germany
$887M +$137M 6 0.54% Increased
40
Fidelity International
Fidelity International
Bermuda
$881M +$21M 3 1.13% Increased
41
ClearBridge Investments
ClearBridge Investments
New York
$871M -$191M 2 0.88% Reduced
42
Wells Fargo
Wells Fargo
California
$863M -$43M 7 0.28% Reduced
43
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$808M +$94.1M 5 0.56% Increased
44
DZ Bank
DZ Bank
Germany
$800M -$268M 3 1.46% Reduced
45
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$770M -$30.1M 3 1.14% Reduced
46
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$765M -$88.7M 7 0.24% Reduced
47
Barclays
Barclays
United Kingdom
$682M +$143M 6 0.74% Increased
48
Neuberger Berman Group
Neuberger Berman Group
New York
$676M +$56.6M 3 0.71% Increased
49
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$653M +$444M 2 2.51% Increased
50
Tiger Global Management
Tiger Global Management
New York
$640M +$260M 1 5.87% Increased