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
| $29B | +$936M | 8 | 0.69% | Increased |
|
| 2 |
BlackRock
New York
| $25.5B | +$341M | 8 | 0.69% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $15.5B | -$1.89B | 5 | 1.24% | Reduced |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $15.5B | -$1.16B | 5 | 1.56% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $14.6B | +$120M | 8 | 0.72% | Increased |
|
| 6 |
Morgan Stanley
New York
| $7.26B | +$83.5M | 8 | 0.98% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $5.6B | +$198M | 8 | 0.7% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $4.23B | -$925M | 4 | 0.72% | Reduced |
|
| 9 |
Nuveen
Charlotte,
North Carolina
| $4.1B | -$302M | 4 | 1.33% | Reduced |
|
| 10 |
Fisher Asset Management
Camas,
Washington
| $4.02B | +$435M | 3 | 2.37% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $3.99B | -$29.1M | 6 | 0.7% | Reduced |
|
| 12 |
Polen Capital Management
Boca Raton,
Florida
| $3.93B | +$35.5M | 2 | 7.67% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $3.64B | +$138M | 6 | 0.79% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $3.6B | +$22.7M | 7 | 0.35% | Increased |
|
| 15 |
Franklin Resources
San Mateo,
California
| $3.08B | +$114M | 5 | 1.23% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $2.97B | -$141M | 6 | 0.58% | Reduced |
|
| 17 |
Jennison Associates
New York
| $2.87B | -$63.3M | 1 | 2.11% | Reduced |
|
| 18 |
Capital Research Global Investors
Los Angeles,
California
| $2.58B | -$838M | 1 | 0.64% | Reduced |
|
| 19 |
JP Morgan Chase
New York
| $2.51B | +$604M | 5 | 0.3% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $2.3B | +$165M | 6 | 0.7% | Increased |
|
| 21 |
UBS AM
Chicago,
Illinois
| $2.25B | -$320M | 6 | 0.96% | Reduced |
|
| 22 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $2.25B | -$10.2M | 3 | 3.01% | Reduced |
|
| 23 |
Invesco
Atlanta,
Georgia
| $2.18B | -$103M | 6 | 0.56% | Reduced |
|
| 24 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.11B | +$11M | 2 | 0.63% | Increased |
|
| 25 |
Goldman Sachs
New York
| $2.05B | +$89.7M | 6 | 0.43% | Increased |
|