← 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	$25.4B	+$283M	5	0.74%	Increased
2	BlackRock New York	$24.5B	+$534M	5	0.78%	Increased
3	Fidelity Investments Boston, Massachusetts	$20.2B	-$1.36B	4	1.8%	Reduced
4	T. Rowe Price Associates Baltimore, Maryland	$18.5B	-$265M	4	1.9%	Reduced
5	State Street Boston, Massachusetts	$13.3B	-$307M	5	0.81%	Reduced
6	Morgan Stanley New York	$7.19B	+$434M	5	1.11%	Increased
7	Geode Capital Management Boston, Massachusetts	$4.6B	+$173M	5	0.77%	Increased
8	Wellington Management Group Boston, Massachusetts	$4.12B	-$216M	3	0.76%	Reduced
9	Northern Trust Chicago, Illinois	$4.05B	-$40.3M	5	0.79%	Reduced
10	Nuveen Charlotte, North Carolina	$3.83B	-$381M	4	1.3%	Reduced
11	Bank of America Charlotte, North Carolina	$3.54B	-$159M	5	0.46%	Reduced
12	JP Morgan Chase New York	$3.46B	-$533M	5	0.51%	Reduced
13	Polen Capital Management Boca Raton, Florida	$3.36B	+$102M	2	7.8%	Increased
14	Norges Bank Oslo, Norway	$3.31B	+$281M	3	0.77%	Increased
15	Capital Research Global Investors Los Angeles, California	$3.21B	-$20.6M	2	0.83%	Reduced
16	Bank of New York Mellon New York	$3.16B	-$49.6M	5	0.69%	Reduced
17	Jennison Associates New York	$3.1B	-$922M	2	2.21%	Reduced
18	Fisher Asset Management Camas, Washington	$2.95B	+$174M	3	2.21%	Increased
19	Franklin Resources San Mateo, California	$2.83B	+$12M	2	1.2%	Increased
20	Massachusetts Financial Services Boston, Massachusetts	$2.59B	-$113M	2	0.83%	Reduced
21	Loomis, Sayles & Company Boston, Massachusetts	$2.19B	-$172M	3	2.9%	Reduced
22	Janus Henderson Group London,	$2.19B	-$351M	3	1.02%	Reduced
23	UBS AM Chicago, Illinois	$2.06B	+$218M	4	0.96%	Increased
24	Wells Fargo San Francisco, California	$1.97B	-$5.78M	5	0.47%	Reduced
25	Legal & General Group London, United Kingdom	$1.87B	+$40.8M	4	0.73%	Increased