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 |
Vanguard Group
Malvern,
Pennsylvania
| $15B | +$445M | 4 | 0.64% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $14.4B | +$725M | 3 | 1.99% | Increased |
|
| 3 |
BlackRock
New York
| $13.8B | +$28.5M | 4 | 0.67% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $11.1B | -$719M | 3 | 1.76% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $7.37B | +$12.6M | 4 | 0.64% | Increased |
|
| 6 |
Morgan Stanley
New York
| $4.25B | -$155M | 4 | 1.15% | Reduced |
|
| 7 |
Jennison Associates
New York
| $3.44B | -$224M | 2 | 4.18% | Reduced |
|
| 8 |
Nuveen
Charlotte,
North Carolina
| $2.84B | -$131M | 4 | 1.38% | Reduced |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $2.66B | -$162M | 3 | 0.7% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $2.61B | -$326M | 4 | 0.61% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $2.56B | +$65.5M | 4 | 0.67% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $2.4B | +$54M | 4 | 0.69% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $2.03B | +$325M | 3 | 0.37% | Increased |
|
| 14 |
Janus Henderson Group
London,
| $1.83B | -$281M | 2 | 1.26% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $1.79B | -$19.4M | 4 | 0.59% | Reduced |
|
| 16 |
Capital Research Global Investors
Los Angeles,
California
| $1.79B | +$265M | 2 | 0.7% | Increased |
|
| 17 |
Norges Bank
Oslo,
Norway
| $1.78B | -$12.2M | 3 | 0.63% | Reduced |
|
| 18 |
Polen Capital Management
Boca Raton,
Florida
| $1.77B | +$881M | 2 | 7.67% | Increased |
|
| 19 |
Fisher Asset Management
Camas,
Washington
| $1.64B | +$648M | 3 | 2.03% | Increased |
|
| 20 |
Franklin Resources
San Mateo,
California
| $1.5B | -$31.4M | 2 | 1% | Reduced |
|
| 21 |
Sands Capital Management
Arlington,
Virginia
| $1.48B | -$783M | 2 | 4.94% | Reduced |
|
| 22 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.45B | +$191M | 2 | 0.69% | Increased |
|
| 23 |
Invesco
Atlanta,
Georgia
| $1.23B | +$102M | 3 | 0.52% | Increased |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $1.21B | -$121M | 3 | 0.63% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.19B | -$99.2M | 4 | 0.41% | Reduced |
|