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Cybersecurity

Cybersecurity companies defend networks, identities, and data against attackers. Spending is unusually resilient because the cost of a breach rises faster than the cost of prevention, and regulation keeps raising the floor.

85 stocks

Agentic AI Security Identity Security Post-Quantum Cryptography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3676	CFS CGC Financial Services Lake Oswego, Oregon	$315K	+$299K	4	0.2%	New
3677	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$314K	+$38.4K	1	0.05%	Increased
3678	QL Quarry LP New York	$314K	-$674K	12	0.1%	Reduced
3679	BA Bard Associates Chicago, Illinois	$313K	-$1.97K	1	0.12%	Reduced
3680	FWP Firethorn Wealth Partners Augusta, Georgia	$312K	-$54.1K	1	0.23%	Reduced
3681	BWA Burt Wealth Advisors North Bethesda, Maryland	$312K	$0	1	0.09%	Maintained
3682	EWP Engrave Wealth Partners The Woodlands, Texas	$312K	-$5.66K	1	0.1%	Reduced
3683	SRWM Shira Ridge Wealth Management Larkspur, California	$311K	+$52.5K	1	0.19%	Increased
3684	CAM Cacti Asset Management Atlanta, Georgia	$310K	$0	1	0.03%	Maintained
3685	CIC Cutler Investment Counsel Jacksonville, Oregon	$310K	$0	1	0.05%	Maintained
3686	PS Planned Solutions Folsom, California	$309K	-$394	1	0.18%	Reduced
3687	AWM Aprio Wealth Management Atlanta, Georgia	$308K	+$5.51K	1	0.08%	Increased
3688	ABP Arthur B. Page	$308K	$0	1	0.29%	Maintained
3689	AGA Arkos Global Advisors Houston, Texas	$307K	+$11.7K	1	0.06%	Increased
3690	PFG Piershale Financial Group Barrington, Illinois	$307K	+$49	4	0.2%	Increased
3691	MAA Mraz Amerine & Associates Modesto, California	$306K	$0	1	0.07%	Maintained
3692	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$305K	$0	1	0.02%	Maintained
3693	AL ACAS LLC Rancho Santa Fe, California	$304K	$0	1	0.41%	Maintained
3694	SAM SP Asset Management Cupertino, California	$304K	+$6.05K	1	0.03%	Increased
3695	Alphadyne Asset Management New York	$303K	+$288K	1	0.04%	New
3696	BEAM Baker Ellis Asset Management Vancouver, Washington	$303K	$0	1	0.05%	Maintained
3697	RCM Requisite Capital Management Dallas, Texas	$302K	$0	1	0.08%	Maintained
3698	SFG Sterling Financial Group Pasadena, California	$302K	+$246K	1	0.2%	New
3699	CVM Cheviot Value Management Beverly Hills, California	$302K	-$1.48K	1	0.07%	Reduced
3700	WCA Waypoint Capital Advisors Minneapolis, Minnesota	$302K	-$95.5K	1	0.09%	Reduced