← All themes Artificial Intelligence

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	$26B	-$122M	5	0.86%	Reduced
2	BlackRock New York	$24.4B	+$228M	5	0.9%	Increased
3	Fidelity Investments Boston, Massachusetts	$23.5B	-$552M	3	2.38%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$19B	-$231M	4	2.2%	Reduced
5	State Street Boston, Massachusetts	$14.3B	+$1.1B	4	0.98%	Increased
6	Morgan Stanley New York	$6.61B	+$429M	5	1.28%	Increased
7	Geode Capital Management Boston, Massachusetts	$4.6B	+$48.7M	4	0.9%	Increased
8	Wellington Management Group Boston, Massachusetts	$4.47B	+$170M	3	0.92%	Increased
9	Nuveen Charlotte, North Carolina	$4.4B	-$127M	4	1.69%	Reduced
10	Northern Trust Chicago, Illinois	$4.3B	+$21.2M	4	0.94%	Increased
11	Jennison Associates New York	$4.22B	-$497M	2	3.39%	Reduced
12	JP Morgan Chase New York	$4.01B	+$185M	5	0.67%	Increased
13	Bank of America Charlotte, North Carolina	$3.94B	+$166M	4	0.54%	Increased
14	Bank of New York Mellon New York	$3.35B	+$78.9M	4	0.83%	Increased
15	Polen Capital Management Boca Raton, Florida	$3.25B	-$95.3M	2	8.68%	Reduced
16	Norges Bank Oslo, Norway	$3.18B	+$246M	3	0.85%	Increased
17	Fisher Asset Management Camas, Washington	$3.12B	+$86.2M	3	2.73%	Increased
18	Capital Research Global Investors Los Angeles, California	$2.87B	-$87.5M	2	0.86%	Reduced
19	Janus Henderson Group London,	$2.78B	-$175M	2	1.45%	Reduced
20	Massachusetts Financial Services Boston, Massachusetts	$2.76B	+$164M	2	1%	Increased
21	Franklin Resources San Mateo, California	$2.71B	-$30.8M	2	1.31%	Reduced
22	Loomis, Sayles & Company Boston, Massachusetts	$2.65B	-$35.7M	3	3.86%	Reduced
23	Wells Fargo San Francisco, California	$2B	+$4.36M	5	0.55%	Increased
24	American Century Companies Kansas City, Missouri	$1.95B	+$681K	3	1.73%	Increased
25	Legal & General Group London, United Kingdom	$1.91B	+$44.3M	4	0.85%	Increased