← 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
1526
CCA
Conservest Capital Advisors
Pennsylvania
$295K +$22.4K 1 0.03% Increased
1527
VP
Verum Partners
North Carolina
$293K $0 1 0.1% Maintained
1528
IHL
Investment House LLC
California
$293K +$325K 1 0.02% New
1529
ICP
Interchange Capital Partners
Pennsylvania
$292K +$126K 1 0.2% Increased
1530
YCG
Yeomans Consulting Group
Georgia
$291K +$323K 1 0.13% New
1531
NERM
New England Research & Management
Illinois
$291K +$323K 1 0.14% New
1532
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$289K +$18.9K 1 0% Increased
1533
PPWM
Paragon Private Wealth Management
Kentucky
$287K +$96.2K 1 0.17% Increased
1534
PWA
Prairie Wealth Advisors
Nebraska
$285K +$317K 1 0.13% New
1535
CCP
Clarity Capital Partners
California
$285K -$7.57K 1 0.19% Reduced
1536
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$284K -$2.58M 1 0.23% Reduced
1537
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$284K -$10.3M 1 0.03% Reduced
1538
DA
DCF Advisers
Connecticut
$284K +$315K 1 0.14% New
1539
MIM
Merrion Investment Management
New Jersey
$284K +$315K 1 0.2% New
1540
VI
Versor Investments
New York
$284K +$315K 1 0.06% New
1541
LD
Lipe & Dalton
New York
$284K $0 1 0.15% Maintained
1542
RWMG
Redwood Wealth Management Group
New Jersey
$284K +$315K 1 0.3% New
1543
OWA
Octavia Wealth Advisors
Ohio
$284K -$74.8K 1 0.04% Reduced
1544
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$283K -$7.89K 1 0% Reduced
1545
MTC
McDaniel Terry & Co
Texas
$283K +$314K 1 0.03% New
1546
CCIA
Cherry Creek Investment Advisors
Colorado
$280K $0 1 0.15% Maintained
1547
CWA Asset Management Group
CWA Asset Management Group
Florida
$280K -$136K 1 0.02% Reduced
1548
KP
Keel Point
Alabama
$280K +$8.52K 1 0.03% Increased
1549
RRA
Round Rock Advisors
Connecticut
$279K $0 1 0.07% Maintained
1550
WA
Wealth Architects
California
$278K +$35K 1 0.04% Increased