← 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
$2.84B +$426M 2 0.85% Increased
27
Charles Schwab
Charles Schwab
California
$2.82B +$49M 7 0.65% Increased
28
Barclays
Barclays
United Kingdom
$2.5B +$682M 7 0.87% Increased
29
Invesco
Invesco
Georgia
$2.49B +$46.4M 7 0.54% Increased
30
Amundi
Amundi
France
$2.31B +$76M 5 0.99% Increased
31
UBS Group
UBS Group
Switzerland
$2.28B +$564M 9 0.57% Increased
32
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2.16B -$40.3M 4 3.07% Reduced
33
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$2.01B -$51.8M 4 1.38% Reduced
34
Deutsche Bank
Deutsche Bank
Germany
$1.93B +$50.7M 6 0.9% Increased
35
DZ Bank
DZ Bank
Germany
$1.85B -$505M 3 1.98% Reduced
36
AllianceBernstein
AllianceBernstein
Tennessee
$1.81B -$146M 7 0.64% Reduced
37
GQG Partners
GQG Partners
Florida
$1.8B +$781M 2 2.89% Increased
38
Edgewood Management
Edgewood Management
Connecticut
$1.79B -$492M 1 4.82% Reduced
39
Swedbank
Swedbank
Sweden
$1.77B +$567M 3 2.5% Increased
40
VOYA Investment Management
VOYA Investment Management
Georgia
$1.75B +$81.7M 6 1.72% Increased
41
Wells Fargo
Wells Fargo
California
$1.74B +$14.9M 8 0.42% Increased
42
Parnassus Investments
Parnassus Investments
California
$1.74B -$52M 1 3.71% Reduced
43
Ameriprise
Ameriprise
Minnesota
$1.73B +$78.3M 6 0.48% Increased
44
Coatue Management
Coatue Management
New York
$1.7B +$711M 4 6.68% Increased
45
American Century Companies
American Century Companies
Missouri
$1.68B -$142M 6 1.06% Reduced
46
Swiss National Bank
Swiss National Bank
Switzerland
$1.5B -$65.7M 5 1.05% Reduced
47
HSBC Holdings
HSBC Holdings
United Kingdom
$1.46B +$256M 6 0.99% Increased
48
ClearBridge Investments
ClearBridge Investments
New York
$1.45B +$19.4M 2 1.15% Increased
49
Brown Advisory
Brown Advisory
Maryland
$1.42B -$191M 4 1.9% Reduced
50
Millennium Management
Millennium Management
New York
$1.35B +$497M 8 0.58% Increased