← 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	$7.55B	-$28.7M	3	0.97%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$4.09B	+$70.4M	3	0.84%	Increased
3	Vanguard Group Malvern, Pennsylvania	$3.35B	+$172M	3	0.23%	Increased
4	Capital World Investors Los Angeles, California	$1.92B	-$33M	1	0.52%	Reduced
5	State Street Boston, Massachusetts	$1.79B	-$39.6M	3	0.19%	Reduced
6	Sands Capital Management Arlington, Virginia	$1.75B	-$136M	1	4.3%	Reduced
7	Jennison Associates New York	$1.45B	-$162M	2	1.33%	Reduced
8	BlackRock Institutional Trust San Francisco, California	$1.45B	-$14M	3	0.23%	Reduced
9	Bain Capital Investors Boston, Massachusetts	$1.23B	$0	1	13.6%	Maintained
10	Bank of New York Mellon New York	$1.09B	-$58.6M	3	0.3%	Reduced
11	Morgan Stanley New York	$994M	-$73.2M	3	0.34%	Reduced
12	Brown Advisory Baltimore, Maryland	$986M	-$53.8M	3	3.21%	Reduced
13	Wellington Management Group Boston, Massachusetts	$983M	-$80.9M	3	0.25%	Reduced
14	Northern Trust Chicago, Illinois	$820M	+$10.9M	3	0.25%	Increased
15	Ameriprise Minneapolis, Minnesota	$791M	-$455M	2	0.45%	Reduced
16	Capital Research Global Investors Los Angeles, California	$783M	+$32.8M	1	0.26%	Increased
17	Wells Fargo San Francisco, California	$759M	-$85.9M	3	0.29%	Reduced
18	TIAA CREF Investment Management New York	$757M	+$23.7M	3	0.54%	Increased
19	BlackRock Fund Advisors San Francisco, California	$746M	+$24.1M	3	0.18%	Increased
20	JP Morgan Chase New York	$738M	+$11.6M	3	0.17%	Increased
21	Invesco Atlanta, Georgia	$656M	-$214M	3	0.26%	Reduced
22	Baillie Gifford & Co Edinburgh, United Kingdom	$606M	-$3.49M	1	1.09%	Reduced
23	Winslow Capital Management Minneapolis, Minnesota	$588M	-$89.4M	2	1.95%	Reduced
24	UBS AM Chicago, Illinois	$539M	-$190M	3	0.52%	Reduced
25	TCW Group Los Angeles, California	$512M	-$93.5M	2	3.29%	Reduced