← 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	$6.12B	-$476M	3	0.82%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$5.46B	+$542M	3	1.09%	Increased
3	Vanguard Group Malvern, Pennsylvania	$4.03B	+$137M	3	0.22%	Increased
4	State Street Boston, Massachusetts	$2.1B	+$133M	3	0.2%	Increased
5	Wellington Management Group Boston, Massachusetts	$1.94B	-$31.4M	3	0.49%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$1.54B	-$7.52M	3	0.23%	Reduced
7	Sands Capital Management Arlington, Virginia	$1.44B	-$18.4M	2	5.01%	Reduced
8	Bain Capital Investors Boston, Massachusetts	$1.4B	$0	1	27.09%	Maintained
9	Morgan Stanley New York	$1.33B	+$135M	3	0.44%	Increased
10	Jennison Associates New York	$1.26B	-$294M	2	1.4%	Reduced
11	Ameriprise Minneapolis, Minnesota	$985M	-$196M	3	0.54%	Reduced
12	JP Morgan Chase New York	$831M	-$154M	3	0.2%	Reduced
13	BlackRock Fund Advisors San Francisco, California	$825M	+$52M	3	0.15%	Increased
14	TIAA CREF Investment Management New York	$781M	+$116M	3	0.58%	Increased
15	Bank of America Charlotte, North Carolina	$720M	-$16.5M	3	0.16%	Reduced
16	Brown Advisory Baltimore, Maryland	$712M	-$103M	3	2.54%	Reduced
17	Northern Trust Chicago, Illinois	$700M	-$76.2M	3	0.21%	Reduced
18	Winslow Capital Management Minneapolis, Minnesota	$693M	+$96M	2	3.19%	Increased
19	Bank of New York Mellon New York	$677M	-$110M	3	0.2%	Reduced
20	Capital Research Global Investors Los Angeles, California	$633M	-$1.74K	1	0.21%	Reduced
21	Citadel Advisors Miami, Florida	$626M	+$270M	3	0.63%	Increased
22	Janus Henderson Investors US Denver, Colorado	$612M	+$97.8M	3	0.51%	Increased
23	Manning & Napier Advisors Fairport, New York	$585M	+$86.5M	2	3.82%	Increased
24	Wells Fargo San Francisco, California	$562M	-$122M	3	0.2%	Reduced
25	Franklin Resources San Mateo, California	$527M	-$1.61M	2	0.27%	Reduced