← 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	$1.88B	+$39M	7	0.54%	Increased
27	Edgewood Management Greenwich, Connecticut	$1.73B	-$73.1M	2	5.65%	Reduced
28	AllianceBernstein Nashville, Tennessee	$1.72B	+$39.9M	7	0.73%	Increased
29	Invesco Atlanta, Georgia	$1.68B	-$292M	7	0.45%	Reduced
30	Massachusetts Financial Services Boston, Massachusetts	$1.67B	+$63M	2	0.58%	Increased
31	Amundi Paris, France	$1.56B	+$164M	5	0.77%	Increased
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.52B	-$15.2M	4	1.24%	Reduced
33	Loomis, Sayles & Company Boston, Massachusetts	$1.51B	-$87.1M	5	2.59%	Reduced
34	Brown Advisory Baltimore, Maryland	$1.37B	-$63.2M	4	2.25%	Reduced
35	Winslow Capital Management Minneapolis, Minnesota	$1.26B	-$11.4M	2	6%	Reduced
36	Barclays London, United Kingdom	$1.22B	-$30.9M	6	0.76%	Reduced
37	Parnassus Investments San Francisco, California	$1.2B	-$22.9M	1	2.94%	Reduced
38	Wells Fargo San Francisco, California	$1.18B	-$13.1M	7	0.35%	Reduced
39	Sands Capital Management Arlington, Virginia	$1.17B	-$64.2M	2	3.98%	Reduced
40	DZ Bank Frankfurt Am Main, Germany	$1.17B	+$207M	3	1.66%	Increased
41	Ameriprise Minneapolis, Minnesota	$1.13B	+$30.2M	5	0.37%	Increased
42	Swiss National Bank Zurich, Switzerland	$1.12B	-$162M	5	0.87%	Reduced
43	UBS Group Zurich, Switzerland	$1.1B	-$88.1M	9	0.38%	Reduced
44	American Century Companies Kansas City, Missouri	$1.08B	+$180M	6	0.84%	Increased
45	VOYA Investment Management Atlanta, Georgia	$1.08B	-$668M	6	1.19%	Reduced
46	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.07B	+$47.3M	6	0.62%	Increased
47	Neuberger Berman Group New York	$1.02B	+$167M	5	0.93%	Increased
48	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.01B	-$162M	7	0.65%	Reduced
49	ClearBridge Investments New York	$984M	+$98.5M	2	0.95%	Increased
50	ARK Investment Management St. Petersburg, Florida	$961M	+$25.2M	2	7.35%	Increased