← 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
4226
Magellan Asset Management
Magellan Asset Management
Australia
$0 -$68.9K 0 – Closed
4227
MPW
Magnolia Private Wealth
Pennsylvania
$0 -$238K 0 – Closed
4228
MSWMA
Market Street Wealth Management Advisors
Indiana
$0 -$256K 0 – Closed
4229
MAM
Markin Asset Management
New York
$0 -$200K 0 – Closed
4230
MWM
Mattern Wealth Management
Kansas
$0 -$212K 0 – Closed
4231
MGI
MayTech Global Investments
New York
$0 -$25.2M 0 – Closed
4232
MWC
MBM Wealth Consultants
Missouri
$0 -$4.78K 0 – Closed
4233
MSA
McAlister Sweet & Associates
Texas
$0 -$251K 0 – Closed
4234
MCWS
McKinley Carter Wealth Services
West Virginia
$0 -$250K 0 – Closed
4235
MAM
McLaughlin Asset Management
Illinois
$0 -$406K 0 – Closed
4236
MWP
Meridian Wealth Partners
Pennsylvania
$0 -$218K 0 – Closed
4237
MWA
Merkkuri Wealth Advisors
New York
$0 -$8.98K 0 – Closed
4238
MAMG
Milestone Asset Management Group
Connecticut
$0 -$245K 0 – Closed
4239
MADR
Milestones Administradora de Recursos
Brazil
$0 -$2.41M 0 – Closed
4240
MAM
MMA Asset Management
Pennsylvania
$0 -$446K 0 – Closed
4241
MWA
Monograph Wealth Advisors
California
$0 -$917K 0 – Closed
4242
MCM
Morton Capital Management
California
$0 -$222K 0 – Closed
4243
MM
MQS Management
New York
$0 -$208K 0 – Closed
4244
MWA
Muirfield Wealth Advisors
North Carolina
$0 -$230K 0 – Closed
4245
MWML
M Wealth Management LLC
California
$0 -$207K 0 – Closed
4246
NSLI
Nan Shan Life Insurance
Taiwan
$0 -$79.5M 0 – Closed
4247
NWM
Navigoe Wealth Management
California
$0 +$959 5 0% New
4248
NWA
Navis Wealth Advisors
New York
$0 -$261K 0 – Closed
4249
NI
NCP Inc
California
$0 -$1.16M 0 – Closed
4250
NL
NDWM LLC
California
$0 -$1.06M 0 – Closed