← 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
4426
MICM
Matthews International Capital Management
California
$0 -$18K 0 – Closed
4427
Maven Securities
Maven Securities
Jersey
$0 -$3.81M 0 – Closed
4428
MBI
May Barnhard Investments
Maryland
$0 -$246K 0 – Closed
4429
MAM
McLean Asset Management
Virginia
$0 -$227K 0 – Closed
4430
MBTD
Mechanics Bank - Trust Department
California
$0 -$342K 0 – Closed
4431
MW
Merited Wealth
Florida
$0 -$22.7K 0 – Closed
4432
MPW
MGO Private Wealth
California
$0 -$607K 0 – Closed
4433
MJP
Michael J. Puzo
$0 -$314K 0 – Closed
4434
MCM
MidAtlantic Capital Management
Virginia
$0 -$49.8K 0 – Closed
4435
MWA
Midland Wealth Advisors
Illinois
$0 -$300K 0 – Closed
4436
MCA
Midwest Capital Advisors
Michigan
$0 -$7.66K 0 – Closed
4437
MWM
MinichMacGregor Wealth Management
New York
$0 -$4.27M 0 – Closed
4438
MAM
Mirabaud Asset Management
United Kingdom
$0 -$7.53M 0 – Closed
4439
MC
Mirabaud & Cie
Switzerland
$0 -$796K 0 – Closed
4440
MSS
Mitchell Sinkler & Starr
Pennsylvania
$0 -$203K 0 – Closed
4441
MAG
Mokosak Advisory Group
Iowa
$0 -$222K 0 – Closed
4442
MWM
Momentous Wealth Management
Washington
$0 -$289K 0 – Closed
4443
Moore Capital Management
Moore Capital Management
New York
$0 -$1.42M 0 – Closed
4444
MA
Mosaic Advisors
Texas
$0 -$568K 0 – Closed
4445
MFWP
Mosaic Family Wealth Partners
Missouri
$0 -$216K 0 – Closed
4446
MFG
Mosaic Financial Group
Illinois
$0 -$232K 0 – Closed
4447
MA
MYDA Advisors
New York
$0 -$1.69M 0 – Closed
4448
MPCL
My Personal CFO LLC
Washington
$0 -$228K 0 – Closed
4449
NWM
Navigoe Wealth Management
California
$0 -$12K 0 – Closed
4450
NCTC
New Covenant Trust Company
Indiana
$0 -$246K 0 – Closed