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
| $80.9B | +$1.91B | 9 | 1.21% | Increased |
|
| 2 |
BlackRock
New York
| $72.8B | +$2.47B | 8 | 1.27% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $39.4B | +$1.26B | 8 | 1.37% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $19.3B | +$721M | 11 | 1.23% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $16.9B | +$3.03B | 8 | 1.01% | Increased |
|
| 6 |
Morgan Stanley
New York
| $15.2B | -$710M | 8 | 0.92% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $11B | +$225M | 6 | 1.18% | Increased |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $10.4B | -$1.16B | 7 | 0.54% | Reduced |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $8.51B | +$87M | 8 | 1.09% | Increased |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $7.38B | -$1.6B | 10 | 0.5% | Reduced |
|
| 11 |
UBS AM
Chicago,
Illinois
| $7.37B | -$763M | 6 | 1.6% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $7B | +$1.75M | 7 | 1.1% | Increased |
|
| 13 |
Capital International Investors
Los Angeles,
California
| $6.68B | +$117M | 2 | 1.08% | Increased |
|
| 14 |
Charles Schwab
San Francisco,
California
| $5.9B | +$373M | 6 | 0.94% | Increased |
|
| 15 |
Goldman Sachs
New York
| $5.71B | -$556M | 8 | 0.7% | Reduced |
|
| 16 |
Amundi
Paris,
France
| $5.7B | +$175M | 4 | 1.83% | Increased |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $5.34B | +$153M | 7 | 1.2% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $5.22B | -$9.06M | 7 | 0.94% | Reduced |
|
| 19 |
Capital World Investors
Los Angeles,
California
| $5.03B | +$2.35B | 2 | 0.69% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $4.82B | -$486M | 7 | 1.27% | Reduced |
|
| 21 |
Barclays
London,
United Kingdom
| $4.49B | +$573M | 8 | 0.97% | Increased |
|
| 22 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $4.05B | +$270M | 6 | 1.36% | Increased |
|
| 23 |
UBS Group
Zurich,
Switzerland
| $3.63B | -$575M | 11 | 0.57% | Reduced |
|
| 24 |
Franklin Resources
San Mateo,
California
| $3.61B | -$1.18B | 6 | 0.9% | Reduced |
|
| 25 |
Wellington Management Group
Boston,
Massachusetts
| $3.28B | -$644M | 5 | 0.57% | Reduced |
|