← 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
2251	MAM Montchanin Asset Management Montchanin, Delaware	$1.42M	+$71.6K	1	1.45%	Increased
2252	PWP Prasad Wealth Partners Independence, Ohio	$1.42M	+$199K	1	0.34%	Increased
2253	CTC Cetera Trust Company St. Paul, Minnesota	$1.42M	-$13.2K	3	0.71%	Reduced
2254	ABC Anchor Bay Capital Carlsbad, California	$1.41M	+$1.23M	3	0.76%	New
2255	WFA WJ Financial Advisors Killingworth, Connecticut	$1.41M	+$54.5K	2	1.04%	Increased
2256	SIG Sky Investment Group Hartford, Connecticut	$1.41M	+$62.3K	2	0.22%	Increased
2257	TWP Tempus Wealth Planning Irvine, California	$1.41M	+$69.9K	2	0.28%	Increased
2258	SC Saiph Capital Wyckoff, New Jersey	$1.41M	+$792K	2	0.42%	Increased
2259	MFS Monetta Financial Services Wheaton, Illinois	$1.4M	-$1.39M	1	0.94%	Reduced
2260	SIA SGL Investment Advisors Missoula, Montana	$1.4M	-$46.9K	3	0.48%	Reduced
2261	CIS Custom Index Systems New York	$1.4M	+$41.1K	1	0.5%	Increased
2262	Haverford Trust Company Radnor, Pennsylvania	$1.39M	-$13.4M	2	0.01%	Reduced
2263	NCM Nelson Capital Management Menlo Park, California	$1.39M	+$28.3K	1	0.15%	Increased
2264	CPA Cardiff Park Advisors Carlsbad, California	$1.39M	-$109K	2	0.11%	Reduced
2265	FG Formula Growth Montreal, Quebec, Canada	$1.39M	+$1.39M	1	0.49%	New
2266	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1.39M	$0	1	0.46%	Maintained
2267	Williams Jones Wealth Management New York	$1.39M	-$95.5K	2	0.02%	Reduced
2268	VRM Vectors Research Management New York	$1.38M	+$30.8K	1	0.36%	Increased
2269	WWM Whalen Wealth Management Las Vegas, Nevada	$1.38M	-$659K	2	0.62%	Reduced
2270	YAVAPFMC Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel	$1.38M	+$1.61M	1	0.96%	New
2271	VR Vision Retirement Ridgewood, New Jersey	$1.38M	+$78K	2	0.33%	Increased
2272	TC TwinBeech Capital Purchase, New York	$1.37M	+$1.43M	2	0.25%	Increased
2273	TF TLWM Financial San Antonio, Texas	$1.37M	-$150K	1	0.22%	Reduced
2274	TIA Tiemann Investment Advisors Menlo Park, California	$1.37M	-$135K	1	0.5%	Reduced
2275	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$1.37M	-$473K	2	0.09%	Reduced