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
| $12.6B | +$389M | 3 | 1.45% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $10.1B | +$386M | 3 | 0.42% | Increased |
|
| 3 |
BlackRock
New York
| $8.07B | +$305M | 3 | 0.37% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7.7B | -$1.14B | 3 | 1.18% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $4.13B | +$165M | 3 | 0.35% | Increased |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $3.65B | -$439M | 3 | 0.81% | Reduced |
|
| 7 |
JP Morgan Chase
New York
| $3.09B | +$1.16B | 3 | 0.64% | Increased |
|
| 8 |
Morgan Stanley
New York
| $2.95B | +$47.3M | 3 | 0.8% | Increased |
|
| 9 |
Capital World Investors
Los Angeles,
California
| $2.75B | +$242M | 1 | 0.59% | Increased |
|
| 10 |
Sands Capital Management
Arlington,
Virginia
| $2.52B | -$370M | 2 | 7.22% | Reduced |
|
| 11 |
Jennison Associates
New York
| $2.4B | -$51.9M | 3 | 2.34% | Reduced |
|
| 12 |
Janus Henderson Group
London,
| $2.17B | -$14.8M | 3 | 1.23% | Reduced |
|
| 13 |
TIAA CREF Investment Management
New York
| $2.07B | +$213M | 3 | 1.39% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $1.55B | +$10.9M | 3 | 0.39% | Increased |
|
| 15 |
Ameriprise
Minneapolis,
Minnesota
| $1.46B | -$52.6M | 3 | 0.65% | Reduced |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $1.45B | -$14.3M | 3 | 0.24% | Reduced |
|
| 17 |
Bank of New York Mellon
New York
| $1.35B | -$48.8M | 3 | 0.37% | Reduced |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $1.29B | +$89M | 3 | 0.4% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $1.28B | +$22.7M | 3 | 0.44% | Increased |
|
| 20 |
Franklin Resources
San Mateo,
California
| $1.21B | +$3.65M | 2 | 0.62% | Increased |
|
| 21 |
Bain Capital Investors
Boston,
Massachusetts
| $1.17B | $0 | 1 | 33.23% | Maintained |
|
| 22 |
UBS AM
Chicago,
Illinois
| $1.1B | +$7.67M | 3 | 0.85% | Increased |
|
| 23 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.08B | +$125M | 2 | 0.46% | Increased |
|
| 24 |
Goldman Sachs
New York
| $1.08B | -$99M | 3 | 0.29% | Reduced |
|
| 25 |
Brown Advisory
Baltimore,
Maryland
| $976M | -$16.1M | 3 | 3% | Reduced |
|