← 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	$6.83B	-$751M	3	0.91%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$5.2B	+$526M	3	1.05%	Increased
3	Vanguard Group Malvern, Pennsylvania	$4.07B	+$116M	3	0.24%	Increased
4	State Street Boston, Massachusetts	$2.06B	+$152M	3	0.21%	Increased
5	Wellington Management Group Boston, Massachusetts	$2.05B	-$238M	3	0.51%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$1.61B	+$55.4M	3	0.25%	Increased
7	Jennison Associates New York	$1.6B	+$49.7M	2	1.73%	Increased
8	Sands Capital Management Arlington, Virginia	$1.52B	-$130M	2	4.48%	Reduced
9	Bain Capital Investors Boston, Massachusetts	$1.38B	$0	1	24.83%	Maintained
10	Morgan Stanley New York	$1.27B	+$26.8M	3	0.43%	Increased
11	Ameriprise Minneapolis, Minnesota	$1.23B	-$12.1M	3	0.69%	Reduced
12	JP Morgan Chase New York	$1.03B	-$72.5M	3	0.25%	Reduced
13	Brown Advisory Baltimore, Maryland	$825M	-$42.8M	3	2.83%	Reduced
14	Bank of New York Mellon New York	$815M	+$12.4M	3	0.24%	Increased
15	BlackRock Fund Advisors San Francisco, California	$810M	+$24.2M	3	0.17%	Increased
16	Northern Trust Chicago, Illinois	$805M	-$1.34M	3	0.25%	Reduced
17	Bank of America Charlotte, North Carolina	$770M	+$17.7M	3	0.17%	Increased
18	Wells Fargo San Francisco, California	$708M	-$22.8M	3	0.26%	Reduced
19	TIAA CREF Investment Management New York	$702M	-$159M	3	0.44%	Reduced
20	Capital Research Global Investors Los Angeles, California	$660M	-$29.5K	1	0.22%	Reduced
21	Winslow Capital Management Minneapolis, Minnesota	$634M	-$27.4M	2	2.64%	Reduced
22	Franklin Resources San Mateo, California	$557M	-$45.1M	2	0.29%	Reduced
23	UBS AM Chicago, Illinois	$545M	+$2.2M	3	0.59%	Increased
24	Janus Henderson Investors US Denver, Colorado	$541M	+$147M	3	0.46%	Increased
25	Manning & Napier Advisors Fairport, New York	$535M	+$92.4M	2	3.28%	Increased