← 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
2526	MWC MBM Wealth Consultants Chesterfield, Missouri	$54K	$0	2	0.02%	Maintained
2527	TC Tacita Capital Toronto, Ontario, Canada	$54K	$0	2	0.03%	Maintained
2528	DCM Disciplina Capital Management Nashville, Tennessee	$49.8K	+$1.82K	1	0.01%	Increased
2529	Close Asset Management London, United Kingdom	$46K	-$249K	1	0%	Reduced
2530	MAM McCarthy Asset Management Redwood Shores, California	$46K	-$96K	2	0.03%	Reduced
2531	PP Pacifica Partners Surrey, Canada	$46K	+$18.8K	2	0.03%	Increased
2532	TC Trust Company Manhattan, Kansas	$46K	$0	1	0.01%	Maintained
2533	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$45K	$0	2	0.07%	Maintained
2534	MG MilWealth Group Milwaukee, Wisconsin	$44.8K	$0	1	0.02%	Maintained
2535	DSC Duncker Streett & Co St. Louis, Missouri	$44K	$0	1	0.01%	Maintained
2536	PCC Park Circle Company Baltimore, Maryland	$44K	+$13.7K	2	0.03%	Increased
2537	CAM Costello Asset Management Feasterville, Pennsylvania	$42K	+$17.8K	1	0.03%	Increased
2538	SGA Siguler Guff Advisers New York	$42K	+$42.4K	1	0.01%	New
2539	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$41K	+$1.52K	1	0.01%	Increased
2540	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$40K	+$22.1K	2	0.02%	Increased
2541	Stonehage Fleming Financial Services St. Helier, Jersey	$39K	$0	1	0%	Maintained
2542	RG Retirement Group San Diego, California	$37K	+$4.36K	2	0.02%	Increased
2543	FMP Financial Management Professionals Austin, Texas	$36K	+$508	3	0.01%	Increased
2544	FPB First PREMIER Bank Sioux Falls, South Dakota	$35K	$0	1	0.01%	Maintained
2545	MHR Matthew Hamilton Rosenberg	$34K	+$31.7K	1	0.01%	New
2546	ONST Old North State Trust Greensboro, North Carolina	$34K	$0	2	0.03%	Maintained
2547	TAM Tucker Asset Management Littleton, Colorado	$33.7K	-$4.01K	2	0.01%	Reduced
2548	PCM Pinz Capital Management New York	$33K	+$32.9K	1	0.01%	New
2549	PPWM PFG Private Wealth Management Lutz, Florida	$31K	+$30.3K	1	0.02%	New
2550	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$30K	$0	1	0.01%	Maintained