← 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	$6.23B	-$117M	3	0.81%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$3.49B	+$477M	3	0.74%	Increased
3	Vanguard Group Malvern, Pennsylvania	$2.59B	+$141M	3	0.19%	Increased
4	Sands Capital Management Arlington, Virginia	$1.69B	+$102M	1	4.03%	Increased
5	State Street Boston, Massachusetts	$1.6B	+$56.7M	3	0.16%	Increased
6	Jennison Associates New York	$1.41B	+$20.9M	2	1.32%	Increased
7	Capital World Investors Los Angeles, California	$1.38B	-$77.4M	1	0.38%	Reduced
8	BlackRock Institutional Trust San Francisco, California	$1.2B	+$4.17M	3	0.19%	Increased
9	Bain Capital Investors Boston, Massachusetts	$1.09B	$0	1	11.64%	Maintained
10	Bank of New York Mellon New York	$1.02B	+$69.5M	3	0.27%	Increased
11	Brown Advisory Baltimore, Maryland	$958M	-$57.9M	3	3.02%	Reduced
12	Wells Fargo San Francisco, California	$933M	-$84.6M	3	0.37%	Reduced
13	Wellington Management Group Boston, Massachusetts	$875M	+$117M	3	0.23%	Increased
14	Morgan Stanley New York	$816M	+$27.7M	3	0.3%	Increased
15	Ameriprise Minneapolis, Minnesota	$810M	-$21.3M	2	0.47%	Reduced
16	Winslow Capital Management Minneapolis, Minnesota	$758M	-$281M	2	2.34%	Reduced
17	Invesco Atlanta, Georgia	$692M	+$80.2M	3	0.27%	Increased
18	Northern Trust Chicago, Illinois	$684M	+$64.4M	3	0.21%	Increased
19	Capital Research Global Investors Los Angeles, California	$681M	$0	1	0.23%	Maintained
20	UBS AM Chicago, Illinois	$673M	-$3.27M	3	0.64%	Reduced
21	BlackRock Fund Advisors San Francisco, California	$651M	+$56.2M	3	0.16%	Increased
22	TCW Group Los Angeles, California	$643M	+$70.6M	2	2.69%	Increased
23	JP Morgan Chase New York	$643M	+$73.5M	3	0.15%	Increased
24	Goldman Sachs New York	$639M	+$50M	3	0.2%	Increased
25	TIAA CREF Investment Management New York	$601M	+$82.5M	3	0.42%	Increased