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Agentic AI Security

Agentic AI security governs what autonomous software is permitted to do, and records what it did. Handing agents credentials and tools creates an attack surface that conventional controls were not designed for.

2 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
376	CM Cercano Management Bellevue, Washington	$19.6M	-$14.9M	1	0.75%	Reduced
377	Fiduciary Trust Boston, Massachusetts	$19.6M	-$157K	1	0.22%	Reduced
378	Advisors Asset Management Monument, Colorado	$19.5M	+$493K	1	0.33%	Increased
379	British Columbia Investment Management Victoria, British Columbia, Canada	$19.5M	-$1.58M	1	0.11%	Reduced
380	UAS United Asset Strategies Garden City, New York	$19.5M	+$168K	1	1.57%	Increased
381	IAN Integrated Advisors Network Dallas, Texas	$19.4M	+$6.26M	1	0.81%	Increased
382	CIS Connors Investor Services Wyomissing, Pennsylvania	$19.4M	-$367K	1	1.65%	Reduced
383	UMB Bank Kansas City, Missouri	$19.3M	+$176K	1	0.28%	Increased
384	William Blair Investment Management Chicago, Illinois	$19.1M	-$11.5M	1	0.05%	Reduced
385	Adage Capital Partners Boston, Massachusetts	$18.9M	-$89.9M	1	0.03%	Reduced
386	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$18.8M	+$1.21M	1	0.81%	Increased
387	Massachusetts Financial Services Boston, Massachusetts	$18.6M	-$4.79K	1	0.01%	Reduced
388	DG Daventry Group New York	$18.5M	+$17.6M	1	13.13%	New
389	Farmers & Merchants Investments Inc Lincoln, Nebraska	$18.5M	-$1.04M	1	0.52%	Reduced
390	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$18.3M	+$400K	1	0.15%	Increased
391	CCM Compass Capital Management Minneapolis, Minnesota	$18.3M	-$2.2M	1	0.97%	Reduced
392	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$18.3M	-$1.21M	1	0.44%	Reduced
393	AssetMark Inc Concord, California	$18.2M	-$45.7K	2	0.04%	Reduced
394	Bridgewater Associates Westport, Connecticut	$18.1M	-$276M	1	0.07%	Reduced
395	Prime Capital Investment Advisors Overland Park, Kansas	$18.1M	+$2.95M	1	0.23%	Increased
396	MCP Meridiem Capital Partners Dallas, Texas	$18M	+$9.04M	1	1.15%	Increased
397	UCMOK United Capital Management of KS Salina, Kansas	$18M	+$291K	1	2.45%	Increased
398	FineMark National Bank & Trust Fort Myers, Florida	$18M	+$4.31M	1	0.59%	Increased
399	Engineers Gate Manager New York	$17.8M	+$6.41M	1	0.2%	Increased
400	NewEdge Wealth Pittsburgh, Pennsylvania	$17.8M	+$4.07M	1	0.26%	Increased