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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	LSCM Light Street Capital Management Palo Alto, California	$79.5M	+$32.6M	2	4.18%	Increased
327	Achmea Investment Management Zeist, Netherlands	$79.3M	+$56.7M	7	3.63%	Increased
328	Bowen Hanes & Co Ponte Vedra Beach, Florida	$79M	+$35.1M	4	3.87%	Increased
329	Rothschild & Co Asset Management US Stamford, Connecticut	$78.3M	-$20.2M	3	1.22%	Reduced
330	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$77.7M	-$108M	12	0.9%	Reduced
331	Phoenix Financial Givatayim, Israel	$76.6M	+$10M	8	3.88%	Increased
332	Swiss Life Asset Management Zurich,	$76.4M	-$12.7M	6	1.45%	Reduced
333	AAM AO Asset Management New York	$76.3M	+$17.4M	5	6.36%	Increased
334	Jane Street New York	$76.2M	-$6.72M	24	0.07%	Reduced
335	Letko, Brosseau & Associates Montreal, Quebec, Canada	$76.2M	-$4.01M	2	1.31%	Reduced
336	Baillie Gifford & Co Edinburgh, United Kingdom	$75.4M	+$41.3M	2	0.08%	Increased
337	SSM Sound Shore Management Greenwich, Connecticut	$74.9M	+$83.6M	1	2.61%	New
338	LCP LGT Capital Partners Pfaeffikon, Switzerland	$74.1M	+$1.9M	1	4.76%	Increased
339	Anchor Capital Advisors Boston, Massachusetts	$73.8M	-$717K	2	2.19%	Reduced
340	Peregrine Capital Management Minneapolis, Minnesota	$73.8M	+$1.18M	4	2.64%	Increased
341	Mitsubishi UFJ Asset Management Tokyo, Japan	$73.7M	+$1.09M	15	1.14%	Increased
342	RIM Ranger Investment Management Dallas, Texas	$73.4M	+$5.2M	3	6.46%	Increased
343	MFWM Motley Fool Wealth Management Alexandria, Virginia	$72.5M	-$3.51M	2	5.24%	Reduced
344	Walleye Trading New York	$72.5M	+$12.5M	21	0.56%	Increased
345	Emerald Advisers Leola, Pennsylvania	$71.3M	-$10.3M	7	4.13%	Reduced
346	Virginia Retirement Systems Richmond, Virginia	$71.3M	-$32.3M	11	0.98%	Reduced
347	Saturna Capital Bellingham, Washington	$70.7M	+$1.11M	7	2.29%	Increased
348	HP Hound Partners New York	$70.4M	+$12.1M	1	6.57%	Increased
349	PEAK6 Investments Chicago, Illinois	$70.1M	+$40.3M	23	0.41%	Increased
350	Antipodes Partners Royal Exchange, Australia	$69.6M	-$34.3M	1	3.64%	Reduced