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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	SP Summit Partners Boston, Massachusetts	$56.5M	$0	1	23.57%	Maintained
352	TAM Third Avenue Management New York	$56.4M	-$790K	1	1.54%	Reduced
353	Ferguson Wellman Capital Management Portland, Oregon	$56.4M	+$1.25M	2	2.51%	Increased
354	Virginia Retirement Systems Richmond, Virginia	$55.9M	-$10.3M	7	0.86%	Reduced
355	CAM Contour Asset Management New York	$55.5M	-$47.5M	2	3.2%	Reduced
356	HighTower Advisors Chicago, Illinois	$55.2M	+$23.7M	12	0.73%	Increased
357	PIMC Praesidium Investment Management Company New York	$55M	+$24.7M	1	5.12%	Increased
358	ACM Argent Capital Management St Louis, Missouri	$54.9M	-$351K	4	2.74%	Reduced
359	ACM Atlanta Capital Management Atlanta, Georgia	$54.8M	+$49.3M	2	0.41%	Increased
360	PCM Pennant Capital Management Summit, New Jersey	$54.7M	+$58.6M	1	1.16%	New
361	First Eagle Investment Management New York	$54.5M	-$481K	3	0.14%	Reduced
362	SG Americas Securities New York	$54.4M	+$105M	10	0.33%	Increased
363	Hardman Johnston Global Advisors Stamford, Connecticut	$54.2M	+$1.06M	2	3.6%	Increased
364	SFM Systematic Financial Management Teaneck, New Jersey	$53.5M	-$21M	4	0.57%	Reduced
365	CCM Century Capital Management Boston, Massachusetts	$53M	-$3.58M	5	3%	Reduced
366	Flossbach Von Storch Cologne, Germany	$52.6M	+$6.58M	1	0.92%	Increased
367	Channing Capital Management Chicago, Illinois	$52.5M	+$7.29M	1	2.56%	Increased
368	ALA Atherton Lane Advisers Menlo Park, California	$52.3M	+$13.9M	3	3.27%	Increased
369	Granahan Investment Management Waltham, Massachusetts	$51.8M	+$1.05M	4	1.6%	Increased
370	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$51.2M	-$12.9M	4	2.82%	Reduced
371	PineBridge Investments New York	$51M	+$203K	9	2.17%	Increased
372	Atalanta Sosnoff Capital New York	$50.4M	-$37.2M	1	1.61%	Reduced
373	IRF IBM Retirement Fund Armonk, New York	$50.3M	+$663K	10	1.07%	Increased
374	HA Heartland Advisors Milwaukee, Wisconsin	$49.3M	-$5.5M	2	1.8%	Reduced
375	KI Kalmar Investments Greenville, Delaware	$49.3M	-$556K	1	1.16%	Reduced