← 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	$2.46B	+$67.9M	7	0.62%	Increased
27	Invesco Atlanta, Georgia	$2.2B	+$60.1M	7	0.52%	Increased
28	Massachusetts Financial Services Boston, Massachusetts	$2.18B	+$49.9M	2	0.7%	Increased
29	Amundi Paris, France	$2.14B	+$131M	5	0.96%	Increased
30	DZ Bank Frankfurt Am Main, Germany	$2.14B	+$567M	3	2.66%	Increased
31	Edgewood Management Greenwich, Connecticut	$2.12B	-$57.5M	2	6.12%	Reduced
32	Neuberger Berman Group New York	$1.96B	+$586M	5	0.86%	Increased
33	Loomis, Sayles & Company Boston, Massachusetts	$1.92B	-$26.3M	5	2.94%	Reduced
34	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.9B	-$62.8M	4	1.4%	Reduced
35	AllianceBernstein Nashville, Tennessee	$1.8B	-$296M	7	0.69%	Reduced
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.69B	+$351M	7	0.86%	Increased
37	Barclays London, United Kingdom	$1.59B	+$53.4M	7	0.59%	Increased
38	American Century Companies Kansas City, Missouri	$1.59B	+$191M	6	1.09%	Increased
39	Parnassus Investments San Francisco, California	$1.57B	+$4.16M	1	3.48%	Increased
40	Wells Fargo San Francisco, California	$1.53B	+$24.5M	7	0.4%	Increased
41	Brown Advisory Baltimore, Maryland	$1.5B	-$184M	4	2.1%	Reduced
42	VOYA Investment Management Atlanta, Georgia	$1.49B	+$108M	6	1.54%	Increased
43	UBS Group Zurich, Switzerland	$1.49B	+$91.1M	7	0.45%	Increased
44	Ameriprise Minneapolis, Minnesota	$1.47B	+$31.3M	5	0.44%	Increased
45	Swiss National Bank Zurich, Switzerland	$1.38B	-$30.5M	5	1.01%	Reduced
46	ClearBridge Investments New York	$1.28B	+$12.4M	2	1.1%	Increased
47	ARK Investment Management St. Petersburg, Florida	$1.27B	-$48.3M	2	7.5%	Reduced
48	Winslow Capital Management Minneapolis, Minnesota	$1.25B	-$323M	2	5.18%	Reduced
49	Sands Capital Management Arlington, Virginia	$1.2B	-$249M	2	3.65%	Reduced
50	Swedbank Stockholm, Sweden	$1.08B	+$6.24M	2	1.74%	Increased