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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
326	1919 Investment Counsel Baltimore, Maryland	$56.4M	-$1.56M	3	1.27%	Reduced
327	Fifth Third Bancorp Cincinnati, Ohio	$56.1M	-$4.73M	12	0.58%	Reduced
328	Cincinnati Financial Corp Fairfield, Ohio	$55.9M	$0	1	4.46%	Maintained
329	Palisade Capital Management Fort Lee, New Jersey	$55.7M	-$6.79M	5	1.51%	Reduced
330	KBC Group Brussels, Belgium	$55.1M	+$11.4M	6	0.89%	Increased
331	TSU TD Securities (USA) New York	$54.4M	+$390K	4	1.04%	Increased
332	Fiera Capital (Canada) Montreal, Quebec, Canada	$53.8M	+$6.67M	4	0.55%	Increased
333	OAM Oxford Asset Management Oxford, United Kingdom	$53.8M	-$10.7M	7	1.2%	Reduced
334	HL Financial Services Louisville, Kentucky	$53.6M	+$558K	2	1.88%	Increased
335	FQ First Quadrant Glendale, California	$53.5M	-$4.29M	6	1.36%	Reduced
336	Gotham Asset Management New York	$53.2M	+$2.6M	7	1.73%	Increased
337	JHC JFB Holdings Corp Atlanta, Georgia	$52.8M	+$2.57M	1	2.08%	Increased
338	abrdn Investment Management Edinburgh, United Kingdom	$52.2M	+$38.2M	4	0.3%	Increased
339	SCM Stevens Capital Management Radnor, Pennsylvania	$52M	+$15.3M	8	1.53%	Increased
340	Williams Jones & Associates New York	$51.9M	+$7.25M	5	2.68%	Increased
341	Tocqueville Asset Management New York	$50.8M	-$4.91M	6	0.63%	Reduced
342	OI Oakbrook Investments Lisle, Illinois	$50.4M	-$1.3M	3	1.47%	Reduced
343	Raymond James & Associates St Petersburg, Florida	$50.3M	-$1.31M	9	0.43%	Reduced
344	Dorsal Capital Management Redwood City, California	$50M	-$1.33M	3	9.47%	Reduced
345	TCP TAMRO Capital Partners Alexandria, Virginia	$49.6M	-$7.74M	1	2.06%	Reduced
346	Los Angeles Capital Management Los Angeles, California	$49.1M	-$4.88M	4	0.61%	Reduced
347	State Farm Mutual Automobile Insurance Bloomington, Illinois	$49M	-$36.8M	3	0.09%	Reduced
348	Coatue Management New York	$48.9M	-$1.38M	1	0.5%	Reduced
349	Two Sigma Advisers New York	$48.3M	+$20.6M	10	0.58%	Increased
350	Douglas C. Lane & Associates New York	$48.2M	+$338K	1	1.76%	Increased