← 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	$6.35B	-$167M	3	0.85%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$2.93B	+$181M	3	0.63%	Increased
3	Vanguard Group Malvern, Pennsylvania	$2.27B	+$47.3M	3	0.18%	Increased
4	Sands Capital Management Arlington, Virginia	$1.59B	+$2.16M	1	4.01%	Increased
5	Capital World Investors Los Angeles, California	$1.48B	+$49.2M	1	0.41%	Increased
6	State Street Boston, Massachusetts	$1.45B	+$53.9M	3	0.16%	Increased
7	Jennison Associates New York	$1.36B	+$54.4M	2	1.25%	Increased
8	BlackRock Institutional Trust San Francisco, California	$1.11B	+$43.2M	3	0.18%	Increased
9	Brown Advisory Baltimore, Maryland	$1.04B	+$26.6M	3	3.26%	Increased
10	Bain Capital Investors Boston, Massachusetts	$1.01B	$0	1	11.53%	Maintained
11	Baillie Gifford & Co Edinburgh, United Kingdom	$994M	-$31.7M	1	2.15%	Reduced
12	Ameriprise Minneapolis, Minnesota	$940M	+$55.9M	3	0.55%	Increased
13	Wells Fargo San Francisco, California	$920M	-$94.4M	3	0.38%	Reduced
14	Winslow Capital Management Minneapolis, Minnesota	$915M	-$135M	2	2.79%	Reduced
15	Bank of New York Mellon New York	$808M	+$19.4M	3	0.22%	Increased
16	Wellington Management Group Boston, Massachusetts	$752M	-$78.8M	3	0.2%	Reduced
17	Morgan Stanley New York	$732M	-$12.6M	3	0.29%	Reduced
18	JP Morgan Chase New York	$613M	-$84.3M	3	0.16%	Reduced
19	UBS AM Chicago, Illinois	$587M	+$73.6M	3	0.59%	Increased
20	BlackRock Fund Advisors San Francisco, California	$558M	+$19.6M	3	0.16%	Increased
21	Capital Research Global Investors Los Angeles, California	$555M	+$516M	1	0.19%	New
22	Deutsche Bank Frankfurt Am Main Ge, Germany	$543M	+$46.4M	3	0.37%	Increased
23	Invesco Atlanta, Georgia	$541M	+$61.1M	3	0.21%	Increased
24	Northern Trust Chicago, Illinois	$538M	-$63.1M	3	0.17%	Reduced
25	TCW Group Los Angeles, California	$529M	+$30.7M	2	2.18%	Increased