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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	Cullen Capital Management New York	$173M	-$61.8M	1	2.56%	Reduced
277	Fjarde Ap-fonden Stockholm, Sweden	$172M	-$3.88M	14	2.15%	Reduced
278	DAL Delta Air Lines Atlanta, Georgia	$171M	$0	1	14.86%	Maintained
279	CU CDAM (UK) London, United Kingdom	$170M	-$9.67M	2	21%	Reduced
280	Arizona State Retirement System Phoenix, Arizona	$167M	+$4.21M	24	1.27%	Increased
281	Penserra Capital Management Orinda, California	$166M	+$19.8M	20	3.13%	Increased
282	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$165M	$0	1	11.26%	Maintained
283	Loomis, Sayles & Company Boston, Massachusetts	$165M	+$6.33M	14	0.25%	Increased
284	AE Wealth Management Topeka, Kansas	$164M	+$26.5M	17	0.84%	Increased
285	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$163M	+$7.36M	2	13.01%	Increased
286	Disciplined Growth Investors Minneapolis, Minnesota	$163M	-$19.3M	1	3.56%	Reduced
287	AssetMark Inc Concord, California	$163M	+$127M	16	0.59%	Increased
288	Cambridge Investment Research Advisors Fairfield, Iowa	$162M	+$980K	24	0.69%	Increased
289	Wedge Capital Management Charlotte, North Carolina	$161M	+$2.14M	7	2.88%	Increased
290	Frontier Capital Management Boston, Massachusetts	$161M	+$36.1M	3	1.63%	Increased
291	JSP Jackson Square Partners Larkspur, California	$158M	-$68.1M	2	5.12%	Reduced
292	Summit Partners Public Asset Management Boston, Massachusetts	$157M	+$9.54M	3	6.51%	Increased
293	Achmea Investment Management Zeist, Netherlands	$154M	+$1.2M	13	3.18%	Increased
294	MFWM Motley Fool Wealth Management Alexandria, Virginia	$153M	-$12.8M	3	8.05%	Reduced
295	Nikko Asset Management Americas New York	$153M	-$8.29M	3	1.47%	Reduced
296	Employees Provident Fund Board Shah Alam, Malaysia	$153M	+$12.6M	2	2.98%	Increased
297	Assenagon Asset Management Senningerberg, Luxembourg	$152M	-$38M	22	0.4%	Reduced
298	ING Group Amsterdam, Netherlands	$151M	+$19.8M	9	1.21%	Increased
299	MIS Morningstar Investment Services Chicago, Illinois	$151M	+$69.2M	5	0.85%	Increased
300	Heritage Investors Management Corp Bethesda, Maryland	$150M	-$5.98M	4	5.67%	Reduced