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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	HighTower Advisors Chicago, Illinois	$84.2M	-$2.42M	13	0.75%	Reduced
277	NM Nokota Management New York	$83.6M	+$32.8M	2	2.37%	Increased
278	Fifth Third Bancorp Cincinnati, Ohio	$82.9M	-$1.35M	12	0.61%	Reduced
279	Public Employees Retirement Association of Colorado Denver, Colorado	$82.4M	-$24.9K	16	0.61%	Reduced
280	Seizert Capital Partners Birmingham, Michigan	$82.3M	+$1.99M	2	2.98%	Increased
281	Clal Insurance Tel-Aviv, Israel	$82.2M	+$23M	5	1.63%	Increased
282	Waddell & Reed Financial Overland Park, Kansas	$81.9M	-$69.4M	4	0.18%	Reduced
283	CIBC Asset Management Toronto, Ontario, Canada	$80.8M	-$36.8M	10	0.56%	Reduced
284	Natixis Paris, France	$80.7M	+$7.92M	7	0.92%	Increased
285	Pinnacle Associates New York	$80.4M	+$22.1M	6	1.55%	Increased
286	SP Summit Partners Boston, Massachusetts	$80M	+$192K	1	58.12%	Increased
287	Select Equity Group New York	$79.9M	+$29.9M	2	0.57%	Increased
288	Handelsbanken Fonder Stockholm, Sweden	$79.7M	+$3.57M	2	2.03%	Increased
289	Nomura Holdings Tokyo, Japan	$79M	+$21.1M	9	0.19%	Increased
290	Bank of Nova Scotia Toronto, Ontario, Canada	$79M	-$10.7M	10	0.41%	Reduced
291	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$78.9M	-$7.54M	9	2.73%	Reduced
292	Pzena Investment Management New York	$78.5M	-$18.7K	1	0.43%	Reduced
293	AGA Altrinsic Global Advisors Stamford, Connecticut	$78.3M	-$11.8M	2	2.83%	Reduced
294	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$76.9M	-$46.2M	1	6.55%	Reduced
295	Cullen Capital Management New York	$75.2M	-$3.5M	1	2.65%	Reduced
296	TCG Tremblant Capital Group West Palm Beach, Florida	$74.9M	+$19.7M	1	5.35%	Increased
297	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$74.7M	+$75.5M	1	2.54%	New
298	Cincinnati Financial Corp Fairfield, Ohio	$74.6M	$0	1	3.54%	Maintained
299	DK Darrell & King Charlottesville, Virginia	$73.1M	-$503K	2	10.97%	Reduced
300	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$72.8M	-$2.79M	18	1.65%	Reduced