← 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
901	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2K	+$2.12K	1	0%	New
902	BWP Baldwin Wealth Partners Marion, Massachusetts	$1K	-$54.4K	1	0%	Reduced
903	GC Globeflex Capital San Diego, California	$1K	+$977	1	0%	New
904	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	+$726	1	0%	New
905	PCA Peddock Capital Advisors Braintree, Massachusetts	$1K	$0	1	0%	Maintained
906	TCM Tradewinds Capital Management Bellingham, Washington	$1K	-$2.47K	1	0%	Reduced
907	AM Account Management Boxford, Massachusetts	$0	-$1.07M	0	–	Closed
908	AW ACG Wealth Atlanta, Georgia	$0	-$471K	0	–	Closed
909	Advent Capital Management New York	$0	-$894K	0	–	Closed
910	AGF Investments Inc Toronto, Ontario, Canada	$0	-$62.4M	0	–	Closed
911	APC Alta Park Capital San Francisco, California	$0	-$3.33M	0	–	Closed
912	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$56K	0	–	Closed
913	ACM Argentus Capital Management Dallas, Texas	$0	-$163K	0	–	Closed
914	Arrowstreet Capital Boston, Massachusetts	$0	-$325M	0	–	Closed
915	AIP ARS Investment Partners New York	$0	-$6.49M	0	–	Closed
916	Banque Pictet & Cie Geneva 73, Switzerland	$0	-$792K	0	–	Closed
917	Bartlett & Co Cincinnati, Ohio	$0	-$7K	0	–	Closed
918	BHA Beech Hill Advisors New York	$0	-$377K	0	–	Closed
919	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$0	-$50K	0	–	Closed
920	BCM BlueMar Capital Management Miami, Florida	$0	-$1.68M	0	–	Closed
921	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$1.33M	0	–	Closed
922	BBCM Boardman Bay Capital Management New York	$0	-$2.46M	0	–	Closed
923	BAM Brave Asset Management Summit, New Jersey	$0	-$29K	0	–	Closed
924	Brighton Jones LLC Seattle, Washington	$0	-$304K	0	–	Closed
925	Brinker Capital Investments Berwyn, Pennsylvania	$0	$0	0	–	Closed