← 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	$7.91B	-$346M	3	1.09%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$4.35B	+$1B	3	0.93%	Increased
3	Vanguard Group Malvern, Pennsylvania	$3.76B	+$115M	3	0.24%	Increased
4	Wellington Management Group Boston, Massachusetts	$2.28B	+$927M	3	0.6%	Increased
5	State Street Boston, Massachusetts	$1.94B	+$8.69M	3	0.21%	Increased
6	Sands Capital Management Arlington, Virginia	$1.8B	+$137M	1	5.31%	Increased
7	Jennison Associates New York	$1.58B	+$10.5M	2	1.66%	Increased
8	Bain Capital Investors Boston, Massachusetts	$1.56B	$0	1	22.03%	Maintained
9	BlackRock Institutional Trust San Francisco, California	$1.52B	+$4.49M	3	0.25%	Increased
10	Ameriprise Minneapolis, Minnesota	$1.07B	+$222M	2	0.64%	Increased
11	Brown Advisory Baltimore, Maryland	$1.01B	+$20.4M	3	3.49%	Increased
12	Morgan Stanley New York	$979M	-$57.1M	3	0.38%	Reduced
13	Bank of New York Mellon New York	$862M	-$53.8M	3	0.26%	Reduced
14	TIAA CREF Investment Management New York	$821M	+$4.2M	3	0.63%	Increased
15	JP Morgan Chase New York	$817M	+$675K	3	0.21%	Increased
16	Northern Trust Chicago, Illinois	$812M	-$3.99M	3	0.27%	Reduced
17	Bank of America Charlotte, North Carolina	$791M	-$28.6M	3	0.19%	Reduced
18	BlackRock Fund Advisors San Francisco, California	$763M	-$44.8M	3	0.18%	Reduced
19	Winslow Capital Management Minneapolis, Minnesota	$719M	+$20.8M	2	2.82%	Increased
20	Capital Research Global Investors Los Angeles, California	$682M	-$75.8M	1	0.24%	Reduced
21	Wells Fargo San Francisco, California	$682M	+$10.5M	3	0.27%	Increased
22	Janus Henderson Investors US Denver, Colorado	$570M	+$181M	3	0.49%	Increased
23	Franklin Resources San Mateo, California	$562M	+$36.7M	2	0.3%	Increased
24	Baillie Gifford & Co Edinburgh, United Kingdom	$512M	-$93.9M	1	0.9%	Reduced
25	UBS AM Chicago, Illinois	$511M	+$14.2M	3	0.59%	Increased