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
| $14.6B | -$107M | 3 | 1.64% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $11.5B | -$106M | 3 | 0.45% | Reduced |
|
| 3 |
BlackRock
New York
| $9.65B | +$294M | 3 | 0.42% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7.36B | -$1.45B | 3 | 1.07% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $5.31B | +$485M | 3 | 0.41% | Increased |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $3.84B | -$285M | 3 | 0.81% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $3.7B | +$279M | 3 | 0.93% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $3.68B | +$102M | 3 | 0.71% | Increased |
|
| 9 |
Jennison Associates
New York
| $2.77B | -$23.5M | 2 | 2.55% | Reduced |
|
| 10 |
Sands Capital Management
Arlington,
Virginia
| $2.68B | -$208M | 2 | 7.59% | Reduced |
|
| 11 |
TIAA CREF Investment Management
New York
| $2.46B | +$58.3M | 3 | 1.6% | Increased |
|
| 12 |
Janus Henderson Group
London,
| $2.33B | -$174M | 3 | 1.24% | Reduced |
|
| 13 |
Capital World Investors
Los Angeles,
California
| $1.89B | -$1.19B | 1 | 0.46% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $1.83B | +$34.5M | 3 | 0.45% | Increased |
|
| 15 |
Ameriprise
Minneapolis,
Minnesota
| $1.73B | -$88.4M | 3 | 0.6% | Reduced |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $1.68B | +$1.6M | 3 | 0.26% | Increased |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $1.65B | +$149M | 3 | 0.47% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $1.58B | +$6.23M | 3 | 0.4% | Increased |
|
| 19 |
Franklin Resources
San Mateo,
California
| $1.49B | +$92.1M | 3 | 0.74% | Increased |
|
| 20 |
Capital Research Global Investors
Los Angeles,
California
| $1.49B | +$426M | 2 | 0.43% | Increased |
|
| 21 |
Norges Bank
Oslo,
Norway
| $1.43B | -$48.9M | 3 | 0.46% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $1.32B | +$77.7M | 3 | 0.34% | Increased |
|
| 23 |
Bain Capital Investors
Boston,
Massachusetts
| $1.24B | $0 | 1 | 34.78% | Maintained |
|
| 24 |
Allianz Asset Management
Munich,
Germany
| $1.24B | +$175M | 3 | 1.12% | Increased |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.23B | -$28.4M | 2 | 0.51% | Reduced |
|