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
| $19.7B | +$367M | 9 | 0.54% | Increased |
|
| 2 |
BlackRock
New York
| $17B | +$203M | 9 | 0.53% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.56B | +$34.2M | 9 | 0.56% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $9.31B | -$311M | 5 | 1.5% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $6.52B | -$964M | 6 | 0.65% | Reduced |
|
| 6 |
Morgan Stanley
New York
| $5.43B | +$141M | 9 | 0.62% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $4B | +$116M | 9 | 0.56% | Increased |
|
| 8 |
Polen Capital Management
Boca Raton,
Florida
| $3.12B | +$111M | 2 | 9.1% | Increased |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| $2.71B | -$91.7M | 5 | 0.54% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $2.55B | +$2.61M | 8 | 0.53% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $2.46B | -$14.1M | 5 | 0.59% | Reduced |
|
| 12 |
Fisher Asset Management
Camas,
Washington
| $2.35B | +$210M | 3 | 1.59% | Increased |
|
| 13 |
Capital Research Global Investors
Los Angeles,
California
| $2.12B | +$259M | 3 | 0.64% | Increased |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $2.1B | -$167M | 6 | 0.82% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $2.04B | -$11.1M | 7 | 0.47% | Reduced |
|
| 16 |
Franklin Resources
San Mateo,
California
| $1.98B | -$246M | 5 | 1.03% | Reduced |
|
| 17 |
JP Morgan Chase
New York
| $1.98B | -$68.2M | 6 | 0.26% | Reduced |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $1.94B | -$199M | 7 | 0.22% | Reduced |
|
| 19 |
Capital International Investors
Los Angeles,
California
| $1.75B | +$96.6M | 2 | 0.47% | Increased |
|
| 20 |
UBS AM
Chicago,
Illinois
| $1.68B | +$108M | 6 | 0.88% | Increased |
|
| 21 |
Goldman Sachs
New York
| $1.66B | +$122M | 6 | 0.41% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $1.43B | -$71M | 6 | 0.55% | Reduced |
|
| 23 |
Edgewood Management
Greenwich,
Connecticut
| $1.31B | -$190M | 2 | 4.66% | Reduced |
|
| 24 |
Amundi
Paris,
France
| $1.3B | -$63.2M | 5 | 0.71% | Reduced |
|
| 25 |
Charles Schwab
San Francisco,
California
| $1.21B | +$43.2M | 7 | 0.39% | Increased |
|