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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
301	MetLife Investment Management Whippany, New Jersey	$82.4M	+$78M	15	0.93%	New
302	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$82.4M	+$4.46M	18	1.24%	Increased
303	BB&T Securities Richmond, Virginia	$82.2M	-$3.07M	4	1.07%	Reduced
304	Gotham Asset Management New York	$81.8M	-$4.35M	8	1.19%	Reduced
305	Equity Investment Corp Atlanta, Georgia	$81.7M	-$3.08M	1	2.72%	Reduced
306	Regions Financial Corp Birmingham, Alabama	$81.6M	-$26.8M	14	0.88%	Reduced
307	HP Hound Partners New York	$80.8M	-$192M	1	2.22%	Reduced
308	Cullen Capital Management New York	$80.2M	-$10.3M	1	2.75%	Reduced
309	CAM Cortina Asset Management Milwaukee, Wisconsin	$80.1M	+$20.9M	6	3.53%	Increased
310	Pinnacle Associates New York	$80M	-$3.28M	6	1.54%	Reduced
311	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$79.3M	+$22M	1	1.22%	Increased
312	Findlay Park Partners London, United Kingdom	$77.8M	-$62.8M	1	0.74%	Reduced
313	SCGE Management Menlo Park, California	$77M	+$45.6M	3	12.07%	Increased
314	John W. Bristol & Co New York	$76.3M	-$3.31M	1	2.16%	Reduced
315	ACM Atlanta Capital Management Atlanta, Georgia	$75.9M	+$34.6M	1	0.4%	Increased
316	Fjarde Ap-fonden Stockholm, Sweden	$75.7M	+$11.5M	7	1.15%	Increased
317	Douglas Lane & Associates New York	$75.6M	+$80.3K	1	1.59%	Increased
318	AGF Investments Inc Toronto, Ontario, Canada	$75.3M	+$23.7M	2	0.73%	Increased
319	First Eagle Investment Management New York	$74.9M	-$1.19M	3	0.18%	Reduced
320	SRIM Saratoga Research & Investment Management Saratoga, California	$74.4M	+$375K	1	5.21%	Increased
321	TCG Tremblant Capital Group West Palm Beach, Florida	$74.2M	-$35.7M	1	3.58%	Reduced
322	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$74M	-$73.7M	13	0.48%	Reduced
323	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$74M	+$333K	4	5.74%	Increased
324	DK Darrell & King Charlottesville, Virginia	$73.6M	-$353K	2	10.13%	Reduced
325	SP Summit Partners Boston, Massachusetts	$73.1M	$0	1	8.99%	Maintained