← All themes

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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1676
EMG
Ellington Management Group
Connecticut
$633K -$132K 1 0.3% Reduced
1677
Scharf Investments
Scharf Investments
California
$632K -$800K 1 0.02% Reduced
1678
FFA
First Foundation Advisors
California
$631K -$9.82K 1 0.07% Reduced
1679
Advent Capital Management
Advent Capital Management
New York
$630K +$596K 1 0.01% New
1680
PBT
Pictet Bank & Trust
Bahamas
$630K +$367K 2 0.25% Increased
1681
FCCM
First City Capital Management
Georgia
$626K $0 2 0.44% Maintained
1682
AF
Arrow Financial
New York
$623K +$40.8K 3 0.17% Increased
1683
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$618K -$67.3K 1 0.03% Reduced
1684
TFA
Transamerica Financial Advisors
Florida
$618K +$19K 1 0.05% Increased
1685
GP
Girard Partners
Pennsylvania
$616K -$772K 1 0.43% Reduced
1686
WIL
Winifred I. Li
$614K -$41.8K 1 0.52% Reduced
1687
TIA
Tiemann Investment Advisors
California
$611K $0 1 0.68% Maintained
1688
IAA
Ironsides Asset Advisors
North Carolina
$607K +$582K 1 0.18% New
1689
TCB
Texas Capital Bancshares
Texas
$599K +$101K 1 0.38% Increased
1690
Waverly Advisors
Waverly Advisors
Alabama
$596K +$48.3K 5 0.25% Increased
1691
ACM
Atlanta Capital Management
Georgia
$595K $0 1 0% Maintained
1692
PIA
Peachtree Investment Advisors
Georgia
$590K +$9.13K 1 0.39% Increased
1693
UBV
United Bank (Virginia)
Virginia
$590K +$44.7K 1 4.91% Increased
1694
TCM
Tufton Capital Management
Maryland
$585K +$8.1K 1 0.12% Increased
1695
ACM
Argentus Capital Management
Texas
$580K +$557K 1 0.15% New
1696
AWS
Aris Wealth Services
Pennsylvania
$577K +$31K 1 0.75% Increased
1697
FA
Friess Associates
Delaware
$576K -$17.1M 2 0.05% Reduced
1698
CC
Cadinha & Co
Hawaii
$575K -$3.29K 2 0.1% Reduced
1699
MC
Miles Capital
Iowa
$574K -$788K 1 0.29% Reduced
1700
Markel Group
Markel Group
Virginia
$572K $0 1 0.02% Maintained