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
| $23.6B | +$515M | 9 | 0.66% | Increased |
|
| 2 |
BlackRock
New York
| $20.8B | +$327M | 9 | 0.67% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $14.5B | +$1.97B | 5 | 1.83% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $11.6B | -$48.7M | 9 | 0.69% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $9.81B | -$2.72B | 6 | 0.98% | Reduced |
|
| 6 |
Morgan Stanley
New York
| $6.64B | +$782M | 9 | 0.86% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $4.67B | +$205M | 10 | 0.68% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $3.43B | -$71.8M | 4 | 0.69% | Reduced |
|
| 9 |
Fisher Asset Management
Camas,
Washington
| $3.28B | +$99.7M | 3 | 2.32% | Increased |
|
| 10 |
Nuveen
Charlotte,
North Carolina
| $3.19B | -$83.2M | 6 | 1.24% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $3.17B | -$18.6M | 7 | 0.68% | Reduced |
|
| 12 |
Polen Capital Management
Boca Raton,
Florida
| $3.11B | -$88.6M | 2 | 8.2% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $3.02B | +$129M | 6 | 0.78% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $2.76B | -$127M | 9 | 0.31% | Reduced |
|
| 15 |
Franklin Resources
San Mateo,
California
| $2.58B | +$16M | 5 | 1.28% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $2.52B | +$140M | 6 | 0.58% | Increased |
|
| 17 |
JP Morgan Chase
New York
| $2.39B | +$386M | 5 | 0.33% | Increased |
|
| 18 |
Capital Research Global Investors
Los Angeles,
California
| $2.31B | +$106M | 1 | 0.72% | Increased |
|
| 19 |
Jennison Associates
New York
| $2.22B | -$6.46M | 1 | 2.22% | Reduced |
|
| 20 |
Edgewood Management
Greenwich,
Connecticut
| $1.96B | +$668M | 1 | 5.79% | Increased |
|
| 21 |
Goldman Sachs
New York
| $1.94B | +$302M | 6 | 0.48% | Increased |
|
| 22 |
UBS AM
Chicago,
Illinois
| $1.92B | +$119M | 6 | 1.01% | Increased |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $1.91B | +$83.5M | 6 | 0.68% | Increased |
|
| 24 |
Capital International Investors
Los Angeles,
California
| $1.9B | +$203M | 2 | 0.52% | Increased |
|
| 25 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.74B | +$14.5M | 2 | 0.6% | Increased |
|