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
| $33.9B | +$1.15B | 8 | 0.77% | Increased |
|
| 2 |
BlackRock
New York
| $30.1B | +$726M | 8 | 0.77% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $20.9B | -$678M | 5 | 1.54% | Reduced |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $20.1B | +$181M | 5 | 1.81% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $17.2B | +$608M | 6 | 0.82% | Increased |
|
| 6 |
Morgan Stanley
New York
| $8.57B | -$297M | 8 | 1.06% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $6.48B | +$278M | 7 | 0.78% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $6.41B | +$199M | 5 | 1.03% | Increased |
|
| 9 |
Nuveen
Charlotte,
North Carolina
| $5.16B | -$38.6M | 5 | 1.53% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $4.8B | -$4.31M | 6 | 0.79% | Reduced |
|
| 11 |
Polen Capital Management
Boca Raton,
Florida
| $4.61B | +$143M | 2 | 7.74% | Increased |
|
| 12 |
Fisher Asset Management
Camas,
Washington
| $4.28B | +$549M | 3 | 2.4% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $4.28B | -$17.7M | 8 | 0.42% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $4.23B | +$187M | 6 | 0.87% | Increased |
|
| 15 |
Capital Research Global Investors
Los Angeles,
California
| $3.98B | -$343M | 1 | 0.88% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $3.72B | -$91.6M | 6 | 0.67% | Reduced |
|
| 17 |
Jennison Associates
New York
| $3.51B | +$1.15B | 1 | 2.23% | Increased |
|
| 18 |
Franklin Resources
San Mateo,
California
| $3.5B | +$205M | 6 | 1.26% | Increased |
|
| 19 |
DZ Bank
Frankfurt Am Main,
Germany
| $3.16B | +$1.61B | 3 | 2.25% | Increased |
|
| 20 |
UBS AM
Chicago,
Illinois
| $3.08B | +$292M | 6 | 1.18% | Increased |
|
| 21 |
Invesco
Atlanta,
Georgia
| $2.71B | -$86.9M | 6 | 0.65% | Reduced |
|
| 22 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $2.71B | -$25.6M | 3 | 3.27% | Reduced |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $2.57B | +$48.6M | 6 | 0.78% | Increased |
|
| 24 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.49B | +$14.6M | 2 | 0.68% | Increased |
|
| 25 |
Goldman Sachs
New York
| $2.46B | +$411M | 6 | 0.49% | Increased |
|