← All themes Artificial Intelligence

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	$43.3B	+$868M	9	0.83%	Increased
2	BlackRock New York	$36.7B	+$1.44B	8	0.83%	Increased
3	State Street Boston, Massachusetts	$20.7B	+$460M	9	0.9%	Increased
4	Fidelity Investments Boston, Massachusetts	$13.2B	-$1.6B	6	0.84%	Reduced
5	Morgan Stanley New York	$11.1B	+$144M	10	0.86%	Increased
6	Geode Capital Management Boston, Massachusetts	$9.26B	+$276M	10	0.81%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$8.3B	-$2.03B	6	0.99%	Reduced
8	JP Morgan Chase New York	$7.89B	-$1.3B	8	0.65%	Reduced
9	Capital Research Global Investors Los Angeles, California	$7.88B	+$2.01B	2	1.73%	Increased
10	Capital International Investors Los Angeles, California	$7.52B	+$952M	3	1.55%	Increased
11	Bank of America Charlotte, North Carolina	$5.15B	-$123M	9	0.46%	Reduced
12	Norges Bank Oslo, Norway	$4.81B	+$30.4M	5	0.72%	Increased
13	Northern Trust Chicago, Illinois	$4.56B	+$60.2M	7	0.77%	Increased
14	UBS AM Chicago, Illinois	$4.41B	+$1.12B	6	1.27%	Increased
15	Fisher Asset Management Camas, Washington	$4.34B	+$411M	3	1.89%	Increased
16	Wellington Management Group Boston, Massachusetts	$4.33B	+$12.1M	4	0.77%	Increased
17	Nuveen Charlotte, North Carolina	$4.17B	+$93.2M	7	1.22%	Increased
18	Franklin Resources San Mateo, California	$3.76B	-$405M	6	1.16%	Reduced
19	Polen Capital Management Boca Raton, Florida	$3.68B	-$196M	2	9.23%	Reduced
20	Bank of New York Mellon New York	$3.21B	-$27.5M	7	0.61%	Reduced
21	Goldman Sachs New York	$3.13B	+$525M	7	0.53%	Increased
22	Capital World Investors Los Angeles, California	$3.04B	-$906M	1	0.5%	Reduced
23	Legal & General Group London, United Kingdom	$2.92B	-$61.5M	7	0.82%	Reduced
24	Charles Schwab San Francisco, California	$2.72B	+$128M	7	0.52%	Increased
25	Massachusetts Financial Services Boston, Massachusetts	$2.66B	+$2.04M	2	0.82%	Increased