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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
1826	MAA Mraz Amerine & Associates Modesto, California	$630K	$0	1	0.25%	Maintained
1827	TIA Tiemann Investment Advisors Menlo Park, California	$626K	+$11.5K	1	0.68%	Increased
1828	GCIA Gabelli & Co Investment Advisers Rye, New York	$622K	$0	1	0.09%	Maintained
1829	WCM Windsor Capital Management Phoenix, Arizona	$622K	+$327K	1	0.37%	Increased
1830	MAS Madden Advisory Services Jacksonville, Florida	$618K	+$528K	1	0.41%	Increased
1831	FCCM First City Capital Management Savannah, Georgia	$613K	-$34.1K	2	0.45%	Reduced
1832	CAM CMT Asset Management Chicago, Illinois	$611K	+$108K	1	0.03%	Increased
1833	CBU CIBC Bank USA Chicago, Illinois	$610K	-$306K	1	0.11%	Reduced
1834	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$606K	-$947K	2	0.03%	Reduced
1835	MP Manifold Partners San Francisco, California	$605K	+$622K	2	0.56%	New
1836	SL Summitry LLC Foster City, California	$605K	+$54.5K	1	0.07%	Increased
1837	BPB Badgley, Phelps & Bell Seattle, Washington	$603K	+$20.4K	1	0.06%	Increased
1838	BCM Barometer Capital Management Toronto, Ontario, Canada	$602K	-$11.1M	1	0.07%	Reduced
1839	CL CSS LLC Chicago, Illinois	$602K	-$984K	2	0.04%	Reduced
1840	NCM Neumann Capital Management Foster City, California	$602K	$0	1	0.43%	Maintained
1841	CP Cinque Partners Los Angeles, California	$596K	+$613K	1	1.01%	New
1842	IH IFC Holdings Tampa, Florida	$595K	-$358K	1	0.09%	Reduced
1843	MIM Miller Investment Management West Conshohocken, Pennsylvania	$591K	$0	1	0.24%	Maintained
1844	NCM Northside Capital Management Hood River, Oregon	$589K	-$72.8K	1	0.45%	Reduced
1845	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$587K	$0	1	0.48%	Maintained
1846	Savant Capital Rockford, Illinois	$580K	+$95.4K	1	0.21%	Increased
1847	PMG ProVise Management Group Clearwater, Florida	$579K	+$122K	1	0.13%	Increased
1848	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$577K	-$13.5K	1	0.33%	Reduced
1849	Dynamic Advisor Solutions Phoenix, Arizona	$576K	+$188K	1	0.29%	Increased
1850	FC Farley Capital New York	$576K	+$212K	1	0.46%	Increased