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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
MSR
Main Street Research
Connecticut
$395K -$3.32M 1 0.1% Reduced
2002
MLL
Moody Lynn & Lieberson
Massachusetts
$393K -$2.21M 1 0.06% Reduced
2003
GEM
Global Endowment Management
North Carolina
$392K $0 1 0.08% Maintained
2004
MFW
Mosaic Family Wealth
Missouri
$390K -$786K 3 0.19% Reduced
2005
Magnetar Financial
Magnetar Financial
Illinois
$388K -$732K 1 0.01% Reduced
2006
WA1
Wimmer Associates 1
California
$388K +$73.9K 1 0.36% Increased
2007
MHIM
MacNealy Hoover Investment Management
Ohio
$386K $0 1 0.31% Maintained
2008
CP
Camelot Portfolios
Ohio
$383K +$151K 1 0.24% Increased
2009
UF
Univest Financial
Pennsylvania
$382K +$34.9K 1 0.17% Increased
2010
NBG
Nancy B. Gardiner
$380K +$17.5K 1 1.64% Increased
2011
FWSM
First Wilshire Securities Management
California
$377K $0 1 0.12% Maintained
2012
NYLT
New York Life Trust
New York
$375K +$158K 2 1.62% Increased
2013
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$375K +$285K 1 0.02% Increased
2014
MUS
Mitsubishi UFJ Securities
Japan
$373K +$172K 5 0.49% Increased
2015
EWM
Elite Wealth Management
Washington
$371K $0 1 0.52% Maintained
2016
CAM
Cacti Asset Management
Georgia
$370K $0 1 0.04% Maintained
2017
GIM
Groesbeck Investment Management
New Jersey
$367K $0 1 0.26% Maintained
2018
AMG
Asset Management Group
Connecticut
$366K -$29.9K 1 0.16% Reduced
2019
ZAM
Zevin Asset Management
Massachusetts
$365K +$5.5K 1 0.1% Increased
2020
OCM
Orleans Capital Management
Louisiana
$363K -$4.51K 1 0.27% Reduced
2021
BCM
Blume Capital Management
California
$362K -$3.18M 3 0.25% Reduced
2022
SIG
Schooner Investment Group
Pennsylvania
$359K -$64.3K 1 0.69% Reduced
2023
SAM
SignalPoint Asset Management
Missouri
$359K +$48.9K 1 0.15% Increased
2024
SIG
Sky Investment Group
Connecticut
$359K $0 1 0.18% Maintained
2025
QGM
Quality Growth Management
California
$358K -$44.4K 1 0.4% Reduced