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
| $20.3B | +$274M | 4 | 0.72% | Increased |
|
| 2 |
BlackRock
New York
| $18.7B | +$292M | 4 | 0.75% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $18.3B | -$368M | 3 | 2.02% | Reduced |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $15.1B | +$48.3M | 3 | 1.9% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $10.1B | +$195M | 4 | 0.73% | Increased |
|
| 6 |
Morgan Stanley
New York
| $4.87B | -$833M | 4 | 1.08% | Reduced |
|
| 7 |
Jennison Associates
New York
| $3.66B | -$798M | 2 | 3.31% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $3.52B | +$99.6M | 4 | 0.75% | Increased |
|
| 9 |
Nuveen
Charlotte,
North Carolina
| $3.5B | -$245M | 4 | 1.42% | Reduced |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| $3.46B | -$31.8M | 3 | 0.77% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $3.29B | +$92.1M | 4 | 0.78% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $2.95B | -$468M | 4 | 0.57% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $2.86B | +$159M | 4 | 0.44% | Increased |
|
| 14 |
Polen Capital Management
Boca Raton,
Florida
| $2.65B | +$216M | 2 | 8% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $2.52B | +$118M | 4 | 0.67% | Increased |
|
| 16 |
Capital Research Global Investors
Los Angeles,
California
| $2.46B | -$31.9M | 2 | 0.78% | Reduced |
|
| 17 |
Franklin Resources
San Mateo,
California
| $2.34B | +$122M | 2 | 1.21% | Increased |
|
| 18 |
Fisher Asset Management
Camas,
Washington
| $2.26B | +$111M | 3 | 2.21% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $2.25B | -$105M | 3 | 0.65% | Reduced |
|
| 20 |
Janus Henderson Group
London,
| $2.24B | -$145M | 2 | 1.26% | Reduced |
|
| 21 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $2.01B | +$632M | 2 | 3.23% | Increased |
|
| 22 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.99B | +$47.3M | 2 | 0.78% | Increased |
|
| 23 |
Wells Fargo
San Francisco,
California
| $1.56B | -$28.7M | 4 | 0.45% | Reduced |
|
| 24 |
Sands Capital Management
Arlington,
Virginia
| $1.55B | -$451M | 2 | 3.75% | Reduced |
|
| 25 |
Ameriprise
Minneapolis,
Minnesota
| $1.55B | -$65.7M | 3 | 0.66% | Reduced |
|