← 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	$6.06B	-$102M	3	0.86%	Reduced
2	BNP Paribas Financial Markets Paris, France	$3.61B	-$568M	2	2.63%	Reduced
3	T. Rowe Price Associates Baltimore, Maryland	$2.74B	-$68.9M	3	0.63%	Reduced
4	Sands Capital Management Arlington, Virginia	$2.15B	-$323M	1	5.62%	Reduced
5	Vanguard Group Malvern, Pennsylvania	$1.97B	+$64M	3	0.17%	Increased
6	Capital World Investors Los Angeles, California	$1.64B	+$11M	1	0.46%	Increased
7	State Street Boston, Massachusetts	$1.36B	+$69.2M	3	0.15%	Increased
8	Jennison Associates New York	$1.22B	-$91.9M	2	1.2%	Reduced
9	Winslow Capital Management Minneapolis, Minnesota	$1.09B	-$70.2M	2	3.21%	Reduced
10	Baillie Gifford & Co Edinburgh, United Kingdom	$1.08B	-$79M	1	2.54%	Reduced
11	Bain Capital Investors Boston, Massachusetts	$1.06B	$0	1	10%	Maintained
12	BlackRock Institutional Trust San Francisco, California	$977M	+$29.5M	3	0.17%	Increased
13	Wellington Management Group Boston, Massachusetts	$975M	+$45.1M	3	0.28%	Increased
14	Brown Advisory Baltimore, Maryland	$909M	+$6.43M	3	2.95%	Increased
15	Wells Fargo San Francisco, California	$848M	+$38.6M	3	0.37%	Increased
16	Ameriprise Minneapolis, Minnesota	$845M	+$94.5M	3	0.51%	Increased
17	Bank of New York Mellon New York	$757M	+$34.9M	3	0.21%	Increased
18	Morgan Stanley New York	$624M	+$100M	3	0.27%	Increased
19	JP Morgan Chase New York	$617M	+$45.1M	3	0.18%	Increased
20	UBS AM Chicago, Illinois	$532M	-$2.06M	3	0.61%	Reduced
21	Northern Trust Chicago, Illinois	$512M	+$25.4M	3	0.16%	Increased
22	BlackRock Fund Advisors San Francisco, California	$468M	+$41M	3	0.14%	Increased
23	Bank of America Charlotte, North Carolina	$415M	-$4.79M	3	0.15%	Reduced
24	Goldman Sachs New York	$412M	-$63.4M	3	0.14%	Reduced
25	Allianz Asset Management Munich, Germany	$410M	+$71.5M	2	0.52%	Increased