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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	Nikko Asset Management Americas New York	$69.5M	+$22.6M	2	2.08%	Increased
352	Janney Montgomery Scott Philadelphia, Pennsylvania	$69.3M	+$1.8M	14	0.67%	Increased
353	PP PDT Partners New York	$68.5M	+$14.7M	6	2.6%	Increased
354	Thompson Siegel & Walmsley Richmond, Virginia	$68.3M	-$36.7M	5	0.88%	Reduced
355	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$68.1M	+$23.2M	4	2.47%	Increased
356	MUFG Securities EMEA London, United Kingdom	$67.3M	+$44.4M	8	1.22%	Increased
357	Mondrian Investment Partners London, United Kingdom	$66.8M	-$525K	1	1.95%	Reduced
358	Saturna Capital Bellingham, Washington	$66.4M	+$19.4K	2	2.13%	Increased
359	Oppenheimer Asset Management New York	$66.1M	+$2.5M	14	1.62%	Increased
360	Granahan Investment Management Waltham, Massachusetts	$66M	-$6.14M	8	3.98%	Reduced
361	Advisors Asset Management Monument, Colorado	$65.7M	-$7.2M	16	1.12%	Reduced
362	UH Unigestion Holding Geneva, Switzerland	$65.5M	+$64.3M	3	1.3%	New
363	RCM Roystone Capital Management New York	$65.2M	+$11.3M	2	5.67%	Increased
364	Commerce Bank Kansas City, Missouri	$65.2M	+$2.44M	5	0.83%	Increased
365	CEP Chicago Equity Partners Chicago, Illinois	$65.2M	+$16.5M	8	2%	Increased
366	Artisan Partners Milwaukee, Wisconsin	$64.8M	+$2.89M	3	0.13%	Increased
367	Equity Investment Corp Atlanta, Georgia	$64.6M	-$544K	1	2.1%	Reduced
368	River Road Asset Management Louisville, Kentucky	$64.4M	+$2.7M	2	1.35%	Increased
369	Becker Capital Management Portland, Oregon	$63.8M	-$2.09M	1	2.12%	Reduced
370	Atalanta Sosnoff Capital New York	$62.7M	+$786	2	2.06%	Increased
371	Mutual of America Capital Management New York	$62.5M	+$4.04M	14	0.93%	Increased
372	CCM Criterion Capital Management San Francisco, California	$62.2M	+$57.9M	1	4.67%	Increased
373	AAM Ardevora Asset Management London, United Kingdom	$62.1M	+$18.9M	2	1.74%	Increased
374	BCVI Bain Capital Venture Investors Boston, Massachusetts	$61.6M	-$44.6M	1	13.71%	Reduced
375	Burgundy Asset Management Toronto, Ontario, Canada	$61.4M	-$59.6M	2	0.59%	Reduced