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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
351	MC Maplelane Capital New York	$55M	+$56.3M	5	1.81%	Increased
352	Hardman Johnston Global Advisors Stamford, Connecticut	$54.9M	+$732K	2	3.31%	Increased
353	Wasatch Advisors Salt Lake City, Utah	$54.7M	+$3.39M	3	0.57%	Increased
354	Whale Rock Capital Management Boston, Massachusetts	$53.1M	-$3.13M	1	5.43%	Reduced
355	PCM Penn Capital Management Philadelphia, Pennsylvania	$52.7M	-$4.12M	5	2.08%	Reduced
356	QS Investors New York	$52.5M	+$4.5M	11	0.6%	Increased
357	CIBC World Markets New York	$52.3M	+$53.5M	1	3.22%	New
358	Marshall Wace London, United Kingdom	$51.8M	-$17.9M	11	0.67%	Reduced
359	NCGI Next Century Growth Investors Plymouth, Minnesota	$51.7M	+$4.67M	6	1.82%	Increased
360	SEI Investments Oaks, Pennsylvania	$50.8M	+$6.9M	13	0.44%	Increased
361	Picton Mahoney Asset Management Toronto, Ontario, Canada	$50.6M	+$40.1M	2	1.93%	Increased
362	AL AJO LP Philadelphia, Pennsylvania	$50.4M	+$29.2M	4	0.21%	Increased
363	SWITC Stewart West Indies Trading Company Boulder, Colorado	$50.2M	$0	1	4.87%	Maintained
364	IRF IBM Retirement Fund Armonk, New York	$50M	-$60.4K	9	0.94%	Reduced
365	SRIM Saratoga Research & Investment Management Saratoga, California	$49.6M	+$582K	1	4.63%	Increased
366	KI Kalmar Investments Greenville, Delaware	$49.6M	-$4.07M	1	0.92%	Reduced
367	Sentry Investments Toronto, Ontario, Canada	$49.3M	+$309K	2	0.62%	Increased
368	Bridgeway Capital Management Houston, Texas	$48.9M	+$17.3M	4	1.01%	Increased
369	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$48.9M	+$28.7M	6	3.45%	Increased
370	Tocqueville Asset Management New York	$48.9M	+$7.72M	9	0.57%	Increased
371	Wedge Capital Management Charlotte, North Carolina	$48.9M	-$1.14M	2	0.49%	Reduced
372	Tiger Global Management New York	$48.8M	+$45M	2	0.53%	Increased
373	Candriam SCA Strassen, Luxembourg, Luxembourg	$48.5M	+$2.85M	5	0.98%	Increased
374	Hamlin Capital Management New York	$48.4M	+$1M	1	2.55%	Increased
375	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$48.2M	-$2.28M	1	1.99%	Reduced