← 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

Agentic AI Security Identity Security Post-Quantum Cryptography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2051	LG Leuthold Group Minneapolis, Minnesota	$562K	-$30.3K	1	0.06%	Reduced
2052	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$562K	+$27.7K	1	0.88%	Increased
2053	LC LCNB Corp Lebanon, Ohio	$559K	-$74.9K	1	0.52%	Reduced
2054	YP Yellowstone Partners Idaho Falls, Idaho	$557K	+$527K	1	0.29%	New
2055	AAIM American Assets Investment Management San Diego, California	$556K	+$556K	1	0.11%	New
2056	AAM Autus Asset Management Scottsdale, Arizona	$556K	+$18.3K	1	0.11%	Increased
2057	FWCM First Western Capital Management Los Angeles, California	$554K	-$67K	1	0.34%	Reduced
2058	FWP FAS Wealth Partners Leawood, Kansas	$551K	+$85.4K	1	0.15%	Increased
2059	MJP Michael J. Puzo	$548K	$0	1	0.29%	Maintained
2060	Balentine LLC Atlanta, Georgia	$543K	+$39.3K	5	0.05%	Increased
2061	BCM Bienville Capital Management New York	$541K	-$152K	2	0.09%	Reduced
2062	CA Cortland Associates St Louis, Missouri	$539K	$0	1	0.1%	Maintained
2063	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$535K	+$2.53K	1	0.2%	Increased
2064	JCM Jacobi Capital Management Pittston, Pennsylvania	$535K	+$106K	10	0.18%	Increased
2065	HA Harfst & Associates Sheridan, Wyoming	$534K	-$124K	1	0.22%	Reduced
2066	TDC Thompson Davis & Co Richmond, Virginia	$529K	+$67.7K	12	0.94%	Increased
2067	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$526K	+$19.2K	1	0.32%	Increased
2068	Hancock Whitney Gulfport, Mississippi	$525K	+$5.57K	1	0.02%	Increased
2069	SHGA Sand Hill Global Advisors Palo Alto, California	$519K	+$140K	1	0.06%	Increased
2070	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$518K	$0	1	0.09%	Maintained
2071	WA1 Wimmer Associates 1 Pasadena, California	$518K	-$68.5K	1	0.48%	Reduced
2072	SIM SSI Investment Management Los Angeles, California	$515K	+$28.6K	1	0.04%	Increased
2073	MRCM M&R Capital Management Summit, New Jersey	$514K	+$1.2K	3	0.12%	Increased
2074	RI Ridgewood Investments Springfield, New Jersey	$514K	-$9.17K	1	0.49%	Reduced
2075	LJHT Laurie J. Hall Trustee	$514K	-$9.55K	4	0.32%	Reduced