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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
601	JC Jacobs & Co San Francisco, California	$8.32M	+$370K	1	0.78%	Increased
602	UBS O'Connor Chicago, Illinois	$8.29M	+$9.08M	1	0.22%	New
603	CWA Canvas Wealth Advisors Shawnee, Kansas	$8.22M	+$1.11M	1	1.4%	Increased
604	CFSG Community Financial Services Group Newport, Vermont	$8.22M	-$181K	1	1.51%	Reduced
605	QIM Quest Investment Management Lake Oswego, Oregon	$8.14M	-$2.44M	1	0.88%	Reduced
606	OAM Ostrum Asset Management Paris, France	$8.07M	-$115K	1	0.39%	Reduced
607	SG Sienna Gestion Paris, France	$8.03M	-$673K	1	0.48%	Reduced
608	Hantz Financial Services Southfield, Michigan	$7.97M	-$502K	1	0.12%	Reduced
609	Americana Partners Houston, Texas	$7.96M	-$1.49M	1	0.22%	Reduced
610	Los Angeles Capital Management Los Angeles, California	$7.95M	+$1.94M	2	0.03%	Increased
611	BWM BigSur Wealth Management Miami, Florida	$7.95M	$0	1	1.93%	Maintained
612	CCM Canal Capital Management Richmond, Virginia	$7.94M	+$175K	1	1.13%	Increased
613	BCAM Boston Common Asset Management Boston, Massachusetts	$7.84M	-$184K	1	0.47%	Reduced
614	Citizens Financial Group Providence, Rhode Island	$7.78M	+$39.5K	1	0.1%	Increased
615	Evelyn Partners Investment Management London,	$7.77M	+$474K	1	0.21%	Increased
616	SHGA Sand Hill Global Advisors Palo Alto, California	$7.72M	-$12.1K	1	0.27%	Reduced
617	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$7.68M	-$57.7K	1	0.37%	Reduced
618	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$7.64M	+$362K	1	0.65%	Increased
619	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$7.62M	-$280K	1	0.35%	Reduced
620	Kentucky Retirement Systems Frankfort, Kentucky	$7.6M	$0	1	0.21%	Maintained
621	Welch Group Birmingham, Alabama	$7.58M	+$453K	1	0.29%	Increased
622	BOK Financial Tulsa, Oklahoma	$7.54M	-$948K	1	0.12%	Reduced
623	RAM Robinhood Asset Management Menlo Park, California	$7.5M	+$8.21M	1	0.6%	New
624	BCM Bourgeon Capital Management Darien, Connecticut	$7.48M	+$25.6K	1	1.21%	Increased
625	DSC Duncker Streett & Co St. Louis, Missouri	$7.48M	-$49.8K	1	1.33%	Reduced