← 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
1	Fidelity Investments Boston, Massachusetts	$5.79B	+$242M	3	0.89%	Increased
2	BNP Paribas Financial Markets Paris, France	$2.64B	-$429M	2	1.92%	Reduced
3	T. Rowe Price Associates Baltimore, Maryland	$2.63B	+$80.3M	3	0.66%	Increased
4	Sands Capital Management Arlington, Virginia	$2.34B	-$79.2M	1	6.52%	Reduced
5	Vanguard Group Malvern, Pennsylvania	$1.8B	+$149M	3	0.18%	Increased
6	Capital World Investors Los Angeles, California	$1.53B	-$18.2M	1	0.47%	Reduced
7	Jennison Associates New York	$1.24B	+$95.8M	2	1.3%	Increased
8	State Street Boston, Massachusetts	$1.22B	+$35M	3	0.15%	Increased
9	Baillie Gifford & Co Edinburgh, United Kingdom	$1.09B	-$29.8M	1	2.76%	Reduced
10	Winslow Capital Management Minneapolis, Minnesota	$1.09B	+$134M	2	3.53%	Increased
11	Bain Capital Investors Boston, Massachusetts	$1.09B	$0	1	10.61%	Maintained
12	Wellington Management Group Boston, Massachusetts	$917M	-$226M	3	0.29%	Reduced
13	BlackRock Institutional Trust San Francisco, California	$893M	+$34.8M	3	0.17%	Increased
14	Brown Advisory Baltimore, Maryland	$882M	+$39M	3	3.15%	Increased
15	Wells Fargo San Francisco, California	$756M	+$70.4M	3	0.36%	Increased
16	Ameriprise Minneapolis, Minnesota	$702M	+$101M	3	0.46%	Increased
17	Bank of New York Mellon New York	$676M	+$94.2M	3	0.2%	Increased
18	JP Morgan Chase New York	$540M	+$59.5M	3	0.16%	Increased
19	UBS AM Chicago, Illinois	$500M	-$64.8M	3	0.62%	Reduced
20	Morgan Stanley New York	$487M	-$285M	3	0.23%	Reduced
21	Northern Trust Chicago, Illinois	$457M	+$7.93M	3	0.16%	Increased
22	Goldman Sachs New York	$450M	-$1.67M	3	0.17%	Reduced
23	Artisan Partners Milwaukee, Wisconsin	$447M	+$338K	2	0.86%	Increased
24	BlackRock Fund Advisors San Francisco, California	$401M	+$16.9M	3	0.14%	Increased
25	Bank of America Charlotte, North Carolina	$395M	-$33.4M	3	0.16%	Reduced