← 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
826
CHP
Cable Hill Partners
Oregon
$13K $0 1 0.01% Maintained
827
PCP
Proficio Capital Partners
Massachusetts
$13K +$12.4K 2 0.01% New
828
RIM
Ranger Investment Management
Texas
$11K $0 1 0% Maintained
829
TSU
TD Securities (USA)
New York
$11K -$16.8K 1 0.1% Reduced
830
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$9K -$8.28K 1 0% Reduced
831
AFP
Ausdal Financial Partners
Iowa
$8K +$8.14K 2 0% New
832
PG
Patten Group
Tennessee
$7.84K $0 1 0% Maintained
833
WOC
West Oak Capital
California
$7.84K $0 1 0.01% Maintained
834
FQ
First Quadrant
California
$6K +$6.11K 1 0% New
835
Global X Management Company
Global X Management Company
New York
$6K -$248 2 0% Reduced
836
Klingman & Associates
Klingman & Associates
New York
$6K $0 1 0% Maintained
837
CMBA
C.M. Bidwell & Associates
Hawaii
$5K $0 1 0% Maintained
838
MCM
MV Capital Management
Maryland
$5K $0 1 0% Maintained
839
ATC
Adirondack Trust Company
New York
$4K $0 1 0% Maintained
840
MFBTD
MB Financial Bank - Trust Department
Illinois
$4K -$7.18K 1 0% Reduced
841
PRS
Pinkerton Retirement Specialists
Idaho
$4K $0 1 0% Maintained
842
LJHT
Laurie J. Hall Trustee
$3K +$3.9K 1 0% New
843
M
MOTCO
Texas
$3K $0 1 0% Maintained
844
OC
Oakworth Capital
Alabama
$2K $0 1 0% Maintained
845
WC
Whitnell & Co
Illinois
$2K $0 1 0% Maintained
846
RWA
Ropes Wealth Advisors
Massachusetts
$1K +$703 1 0% New
847
AP
AlpInvest Partners
Netherlands
$0 -$1.8M 0 – Closed
848
BCM
BBT Capital Management
Texas
$0 -$360K 0 – Closed
849
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$0 +$190 2 0% New
850
Brookstone Capital Management
Brookstone Capital Management
Illinois
$0 -$8K 0 – Closed
32 33
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35 36