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
| $14.4B | +$150M | 3 | 1.68% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $12.5B | +$383M | 4 | 0.47% | Increased |
|
| 3 |
BlackRock
New York
| $12.1B | +$412M | 4 | 0.52% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.71B | +$614M | 3 | 1.22% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $5.86B | +$96.2M | 4 | 0.44% | Increased |
|
| 6 |
Jennison Associates
New York
| $4.51B | +$644M | 2 | 4.47% | Increased |
|
| 7 |
Morgan Stanley
New York
| $4.02B | -$639M | 4 | 1.07% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $3.64B | -$191M | 4 | 0.71% | Reduced |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $3.18B | -$154M | 3 | 0.71% | Reduced |
|
| 10 |
Nuveen
Charlotte,
North Carolina
| $2.93B | +$2.93B | 4 | 1.15% | Increased |
|
| 11 |
Sands Capital Management
Arlington,
Virginia
| $2.79B | -$70.2M | 2 | 8.31% | Reduced |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $2.7B | -$160M | 1 | 0.63% | Reduced |
|
| 13 |
Capital Research Global Investors
Los Angeles,
California
| $2.5B | -$283M | 2 | 0.79% | Reduced |
|
| 14 |
Janus Henderson Group
London,
| $2.32B | +$179M | 3 | 1.26% | Increased |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $2.05B | +$63.1M | 4 | 0.5% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $2B | +$43.1M | 4 | 0.47% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $1.68B | -$15.8M | 4 | 0.26% | Reduced |
|
| 18 |
Bank of New York Mellon
New York
| $1.61B | +$21M | 4 | 0.44% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $1.61B | +$18M | 3 | 0.5% | Increased |
|
| 20 |
Franklin Resources
San Mateo,
California
| $1.6B | -$82.9M | 2 | 0.85% | Reduced |
|
| 21 |
Invesco
Atlanta,
Georgia
| $1.42B | +$553M | 3 | 0.37% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $1.37B | -$124M | 3 | 0.62% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $1.28B | -$25.5M | 3 | 0.37% | Reduced |
|
| 24 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.27B | +$3.18M | 2 | 0.52% | Increased |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.25B | +$5.19M | 4 | 0.36% | Increased |
|