← 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	Charles Schwab San Francisco, California	$1.69B	+$25.5M	7	0.51%	Increased
27	Loomis, Sayles & Company Boston, Massachusetts	$1.66B	-$52.3M	3	2.88%	Reduced
28	Edgewood Management Greenwich, Connecticut	$1.56B	-$5.53M	2	5%	Reduced
29	Harris Associates Chicago, Illinois	$1.54B	-$73.5M	1	2.99%	Reduced
30	Amundi Paris, France	$1.53B	-$137M	5	0.82%	Reduced
31	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.47B	-$2.91M	4	1.09%	Reduced
32	Jennison Associates New York	$1.44B	-$67.8M	1	1.32%	Reduced
33	AllianceBernstein Nashville, Tennessee	$1.35B	+$289M	6	0.58%	Increased
34	Brown Advisory Baltimore, Maryland	$1.27B	-$28.5M	4	2.15%	Reduced
35	Massachusetts Financial Services Boston, Massachusetts	$1.22B	+$79.6M	2	0.42%	Increased
36	Swiss National Bank Zurich, Switzerland	$1.22B	-$24.7M	3	0.84%	Reduced
37	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.22B	+$51M	4	1.53%	Increased
38	Parnassus Investments San Francisco, California	$1.2B	-$5.28M	2	2.96%	Reduced
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.13B	+$5.14M	6	0.63%	Increased
40	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.12B	-$9.65M	5	0.63%	Reduced
41	Sands Capital Management Arlington, Virginia	$1.12B	-$73.6M	2	3.68%	Reduced
42	DZ Bank Frankfurt Am Main, Germany	$1.09B	+$318M	3	1.8%	Increased
43	Wells Fargo San Francisco, California	$1.08B	+$23.4M	7	0.31%	Increased
44	Royal Bank of Canada Toronto, Ontario, Canada	$1.08B	+$24.2M	6	0.31%	Increased
45	Fidelity International Hamilton, Bermuda	$1.06B	-$255M	2	1.21%	Reduced
46	Farallon Capital Management San Francisco, California	$1.02B	-$33.6M	2	5.6%	Reduced
47	Ameriprise Minneapolis, Minnesota	$1.02B	-$158M	5	0.34%	Reduced
48	UBS Group Zurich, Switzerland	$966M	+$91.9M	9	0.35%	Increased
49	ClearBridge Investments New York	$870M	-$1.73M	2	0.83%	Reduced
50	Sustainable Growth Advisers Stamford, Connecticut	$814M	+$42.9M	2	4.72%	Increased