← 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	$8.32B	-$171M	3	1.14%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$4.75B	+$53.6M	3	1.01%	Increased
3	Vanguard Group Malvern, Pennsylvania	$4.17B	+$136M	3	0.26%	Increased
4	Wellington Management Group Boston, Massachusetts	$2.24B	-$176M	3	0.58%	Reduced
5	State Street Boston, Massachusetts	$2.08B	-$2.8M	3	0.22%	Reduced
6	Sands Capital Management Arlington, Virginia	$1.82B	-$109M	2	5.64%	Reduced
7	Jennison Associates New York	$1.7B	-$537K	2	1.86%	Reduced
8	BlackRock Institutional Trust San Francisco, California	$1.65B	+$21.9M	3	0.27%	Increased
9	Bain Capital Investors Boston, Massachusetts	$1.54B	$0	1	23.07%	Maintained
10	Morgan Stanley New York	$1.33B	+$266M	3	0.48%	Increased
11	Ameriprise Minneapolis, Minnesota	$1.21B	+$54.4M	3	0.71%	Increased
12	JP Morgan Chase New York	$1.07B	+$196M	3	0.27%	Increased
13	Brown Advisory Baltimore, Maryland	$966M	-$80M	3	3.4%	Reduced
14	TIAA CREF Investment Management New York	$886M	+$5.88M	3	0.68%	Increased
15	Bank of New York Mellon New York	$879M	-$49.8M	3	0.27%	Reduced
16	Northern Trust Chicago, Illinois	$875M	+$446K	3	0.28%	Increased
17	BlackRock Fund Advisors San Francisco, California	$836M	+$19.1M	3	0.18%	Increased
18	Bank of America Charlotte, North Carolina	$793M	-$57.6M	3	0.18%	Reduced
19	Capital Research Global Investors Los Angeles, California	$735M	+$629K	1	0.25%	Increased
20	Wells Fargo San Francisco, California	$722M	-$13.8M	3	0.28%	Reduced
21	Winslow Capital Management Minneapolis, Minnesota	$657M	-$119M	2	2.68%	Reduced
22	Franklin Resources San Mateo, California	$582M	-$26.6M	2	0.31%	Reduced
23	Baillie Gifford & Co Edinburgh, United Kingdom	$554M	+$3.76M	1	0.99%	Increased
24	UBS AM Chicago, Illinois	$550M	+$1.38M	3	0.62%	Increased
25	Massachusetts Financial Services Boston, Massachusetts	$534M	-$8.63M	2	0.27%	Reduced