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
| $31.3B | +$356M | 9 | 0.74% | Increased |
|
| 2 |
BlackRock
New York
| $26.1B | +$109M | 8 | 0.72% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $15.1B | +$149M | 9 | 0.79% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $10.9B | +$997M | 7 | 0.91% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $9.07B | -$1.61B | 6 | 1.26% | Reduced |
|
| 6 |
Morgan Stanley
New York
| $8.5B | +$278M | 9 | 0.84% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $6.41B | +$90.5M | 10 | 0.75% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $4.53B | +$89.6M | 4 | 0.86% | Increased |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| $4.31B | +$32.1M | 2 | 1.16% | Increased |
|
| 10 |
JP Morgan Chase
New York
| $4.21B | +$427M | 7 | 0.46% | Increased |
|
| 11 |
Capital World Investors
Los Angeles,
California
| $4.07B | +$910M | 1 | 0.78% | Increased |
|
| 12 |
Polen Capital Management
Boca Raton,
Florida
| $4.04B | -$630M | 2 | 10.02% | Reduced |
|
| 13 |
Capital International Investors
Los Angeles,
California
| $3.96B | +$1.32B | 3 | 0.96% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $3.86B | +$109M | 5 | 0.76% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $3.81B | -$186M | 7 | 0.73% | Reduced |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $3.77B | -$211M | 7 | 0.4% | Reduced |
|
| 17 |
Fisher Asset Management
Camas,
Washington
| $3.71B | +$109M | 3 | 2.05% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $3.45B | +$9.9M | 7 | 1.2% | Increased |
|
| 19 |
Jennison Associates
New York
| $3.04B | +$1.39B | 2 | 2.5% | Increased |
|
| 20 |
Bank of New York Mellon
New York
| $2.96B | -$79M | 6 | 0.62% | Reduced |
|
| 21 |
Franklin Resources
San Mateo,
California
| $2.86B | +$40.9M | 5 | 1.36% | Increased |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $2.35B | +$55.8M | 7 | 0.77% | Increased |
|
| 23 |
Goldman Sachs
New York
| $2.34B | -$303M | 7 | 0.5% | Reduced |
|
| 24 |
UBS AM
Chicago,
Illinois
| $2.21B | $0 | 6 | 1.07% | Maintained |
|
| 25 |
Invesco
Atlanta,
Georgia
| $2B | -$32.5M | 7 | 0.52% | Reduced |
|