← 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
726
TFA
Transamerica Financial Advisors
Florida
$7K $0 1 0% Maintained
727
PG
Patten Group
Tennessee
$6.96K +$7.12K 1 0% New
728
Global X Management Company
Global X Management Company
New York
$6K +$5.41K 2 0% New
729
CMBA
C.M. Bidwell & Associates
Hawaii
$4K $0 1 0% Maintained
730
MCM
MV Capital Management
Maryland
$4K $0 1 0% Maintained
731
TFO
Tarbox Family Office
California
$4K +$1.35K 1 0% Increased
732
M
MOTCO
Texas
$3K $0 1 0% Maintained
733
PRS
Pinkerton Retirement Specialists
Idaho
$3K +$3.42K 1 0% New
734
DBT
Dubuque Bank & Trust
Iowa
$2K $0 1 0% Maintained
735
LWA
Lenox Wealth Advisors
New York
$2K $0 1 0% Maintained
736
OC
Oakworth Capital
Alabama
$2K $0 1 0% Maintained
737
GWA
Genesis Wealth Advisors
Massachusetts
$1.71K +$1.77K 1 0% New
738
RWM
Raffa Wealth Management
District of Columbia
$1.71K $0 2 0% Maintained
739
AWA
Arete Wealth Advisors
Illinois
$0 -$1.19M 0 – Closed
740
BUB
BBVA USA Bancshares
Texas
$0 -$239K 0 – Closed
741
Boothbay Fund Management
Boothbay Fund Management
New York
$0 -$303K 0 – Closed
742
CCM
Cadence Capital Management
Massachusetts
$0 -$3.12M 0 – Closed
743
CYG
Clean Yield Group
Vermont
$0 -$31K 0 – Closed
744
DAM
Deltec Asset Management
New York
$0 -$2.12M 0 – Closed
745
EEG
E.E. Geduld
$0 -$668K 0 – Closed
746
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$0 -$10M 0 – Closed
747
GMIM
General Motors Investment Management
New York
$0 -$228K 0 – Closed
748
ING Group
ING Group
Netherlands
$0 -$7.04M 0 – Closed
749
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$0 -$26M 0 – Closed
750
JC
Jetstream Capital
Tennessee
$0 -$591K 0 – Closed
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