← All themes Cybersecurity

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
576
TDC
Thompson Davis & Co
Virginia
$237K $0 1 0.52% Maintained
577
FTI
Fiduciary Trust International
Massachusetts
$232K $0 1 0.07% Maintained
578
Harvest Fund Management
Harvest Fund Management
China
$230K +$193K 1 0.04% Increased
579
PWPS
Pinnacle Wealth Planning Services
Ohio
$228K +$1.53K 1 0.21% Increased
580
Cerity Partners
Cerity Partners
New York
$226K +$219K 1 0.02% New
581
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$226K -$56.8K 1 0.01% Reduced
582
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$225K $0 1 0.02% Maintained
583
IFP Advisors
IFP Advisors
Florida
$223K -$33K 1 0.01% Reduced
584
NewEdge Advisors
NewEdge Advisors
Louisiana
$218K +$211K 1 0.02% New
585
VNB
Virginia National Bank
Virginia
$214K +$208K 1 0.08% New
586
NAM
North American Management
Massachusetts
$213K +$206K 1 0.03% New
587
Evergreen Capital Management
Evergreen Capital Management
Washington
$212K +$205K 1 0.02% New
588
IG
Ithaka Group
Virginia
$212K -$10.9K 1 0.03% Reduced
589
TCOV
Trust Company of Vermont
Vermont
$212K +$36.7K 1 0.02% Increased
590
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$210K +$204K 1 0.02% New
591
WP
WealthSource Partners
California
$209K +$203K 1 0.05% New
592
WCM
Windward Capital Management
California
$209K +$203K 1 0.03% New
593
CI
Cigna Investments
Connecticut
$208K $0 1 0.02% Maintained
594
RWA
Ropes Wealth Advisors
Massachusetts
$208K -$10.9K 1 0.05% Reduced
595
LWS
Lucia Wealth Services
California
$205K +$199K 1 0.06% New
596
RCAG
Rehmann Capital Advisory Group
Michigan
$204K -$6.12K 1 0.03% Reduced
597
Chevy Chase Trust
Chevy Chase Trust
Maryland
$203K -$153K 1 0% Reduced
598
Veritable
Veritable
Delaware
$201K +$195K 1 0% New
599
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$194K $0 1 0% Maintained
600
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$180K -$131K 1 0.02% Reduced