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
| $68B | -$1.15B | 7 | 1.18% | Reduced |
|
| 2 |
BlackRock
New York
| $59.6B | +$2.95B | 8 | 1.21% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $33.2B | +$355M | 8 | 1.31% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $16B | -$685M | 6 | 0.96% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $15.6B | +$403M | 9 | 1.21% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $14.6B | +$1.57B | 7 | 1.09% | Increased |
|
| 7 |
Morgan Stanley
New York
| $14.5B | -$49.9M | 10 | 1.02% | Reduced |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $12.1B | +$1.04B | 7 | 1.4% | Increased |
|
| 9 |
Capital Research Global Investors
Los Angeles,
California
| $9.69B | -$500M | 3 | 1.99% | Reduced |
|
| 10 |
Capital International Investors
Los Angeles,
California
| $8.16B | -$1.73B | 2 | 1.53% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $7.77B | +$1.08B | 7 | 1.1% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $7.73B | +$737M | 5 | 1.01% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $7.52B | -$102M | 9 | 0.63% | Reduced |
|
| 14 |
UBS AM
Chicago,
Illinois
| $6.56B | +$324M | 7 | 1.53% | Increased |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| $6.31B | -$96.8M | 5 | 1.16% | Reduced |
|
| 16 |
Fisher Asset Management
Camas,
Washington
| $5.95B | +$76.5M | 4 | 2.37% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $5.81B | +$167M | 7 | 1.64% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $5.59B | +$852M | 7 | 1.03% | Increased |
|
| 19 |
Franklin Resources
San Mateo,
California
| $5.14B | +$294M | 6 | 1.43% | Increased |
|
| 20 |
Bank of New York Mellon
New York
| $4.8B | +$12.4M | 6 | 0.89% | Increased |
|
| 21 |
Goldman Sachs
New York
| $4.59B | -$98.2M | 7 | 0.72% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $4.52B | +$145M | 6 | 0.83% | Increased |
|
| 23 |
Legal & General Group
London,
United Kingdom
| $4.52B | -$54.5M | 7 | 1.19% | Reduced |
|
| 24 |
Jennison Associates
New York
| $3.98B | +$841M | 2 | 2.41% | Increased |
|
| 25 |
UBS Group
Zurich,
Switzerland
| $3.88B | +$532M | 11 | 0.72% | Increased |
|