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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
276	HLC Hunt Lane Capital New York	$95.6M	+$77M	3	24.31%	Increased
277	Mackenzie Financial Toronto Ontario, Ontario, Canada	$95.5M	+$6.09M	4	0.56%	Increased
278	PIMC Praesidium Investment Management Company New York	$93.4M	-$4.71M	1	7.62%	Reduced
279	United Capital Financial Advisors Irving, Texas	$92.9M	+$1.83M	7	0.87%	Increased
280	Kornitzer Capital Management Shawnee Mission, Kansas	$92.7M	-$18.8M	7	1.65%	Reduced
281	Bank of Nova Scotia Toronto, Ontario, Canada	$92.1M	-$15.2M	10	0.39%	Reduced
282	KBC Group Brussels, Belgium	$91.4M	-$25.2M	11	0.83%	Reduced
283	Edmond de Rothschild Holding Chambesy, Switzerland	$91.4M	+$4.78M	9	2.42%	Increased
284	EARNEST Partners Atlanta, Georgia	$90.7M	-$540K	2	0.97%	Reduced
285	QIM Quantitative Investment Management Charlottesville, Virginia	$90.6M	+$21.3M	7	1.38%	Increased
286	IAM Ion Asset Management Herzliya, Israel	$90.2M	+$19.2M	3	31.82%	Increased
287	Fifth Third Bancorp Cincinnati, Ohio	$90M	+$3.52M	11	0.68%	Increased
288	Seizert Capital Partners Birmingham, Michigan	$88.5M	+$9.32M	2	3.14%	Increased
289	HighTower Advisors Chicago, Illinois	$88.3M	+$536K	13	0.85%	Increased
290	AGA Altrinsic Global Advisors Stamford, Connecticut	$88.2M	+$457K	2	3%	Increased
291	ValueAct Holdings San Francisco, California	$87.3M	+$23.1M	1	0.73%	Increased
292	PHS PFM Health Sciences San Francisco, California	$86.6M	+$58.7M	2	2.17%	Increased
293	SP Summit Partners Boston, Massachusetts	$86.5M	$0	1	37.04%	Maintained
294	Public Employees Retirement Association of Colorado Denver, Colorado	$86M	+$2.06M	16	0.65%	Increased
295	CAM Contour Asset Management New York	$85.9M	-$23M	1	5.67%	Reduced
296	CEP Chicago Equity Partners Chicago, Illinois	$84.9M	+$643K	8	2.44%	Increased
297	Cullen Capital Management New York	$84.9M	-$3.49M	1	2.98%	Reduced
298	Pzena Investment Management New York	$84.7M	-$7.85M	1	0.48%	Reduced
299	ACA Abdiel Capital Advisors New York	$84.4M	+$8.95M	1	20.36%	Increased
300	Equity Investment Corp Atlanta, Georgia	$83.8M	-$2.37M	1	2.73%	Reduced