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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	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$76.5M	-$16.3M	2	3.41%	Reduced
352	Avalon Investment & Advisory Houston, Texas	$76.2M	+$2.23M	5	1.73%	Increased
353	Oppenheimer Asset Management New York	$76M	-$5.46M	16	1.71%	Reduced
354	Handelsbanken Fonder Stockholm, Sweden	$75.2M	-$2.68M	2	1.46%	Reduced
355	GHCM Glen Harbor Capital Management San Diego, California	$74.7M	+$8.02M	17	1.61%	Increased
356	SCGE Management Menlo Park, California	$74.5M	+$15.2M	2	4.64%	Increased
357	DG Delek Group Herzliya, Israel	$74.4M	+$10.6M	6	3.09%	Increased
358	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$73.5M	+$3.78M	24	1.12%	Increased
359	RIM Ranger Investment Management Dallas, Texas	$73.2M	-$3.59M	3	5.29%	Reduced
360	Cullen Capital Management New York	$72.4M	-$2.83M	1	2.86%	Reduced
361	EP Elkfork Partners Portland, Oregon	$72.4M	+$11.2M	14	1.82%	Increased
362	RHBC R.H. Bluestein & Co Birmingham, Michigan	$72.2M	+$36.7M	6	3.94%	Increased
363	Tiger Global Management New York	$72M	$0	4	0.4%	Maintained
364	CC Carlson Capital Dallas, Texas	$71.6M	+$7.42M	2	1.27%	Increased
365	Factory Mutual Insurance Waltham, Massachusetts	$71.5M	+$131K	1	0.84%	Increased
366	SAM Shell Asset Management The Hague, Netherlands	$71.1M	-$3.78M	11	1.57%	Reduced
367	Mutual of America Capital Management New York	$71M	+$6.4M	13	1.03%	Increased
368	Martingale Asset Management Boston, Massachusetts	$70.9M	+$20.4M	7	0.77%	Increased
369	Credit Agricole Montrouge Cedex, France	$70.4M	+$7.05M	9	3.84%	Increased
370	Jericho Capital Asset Management New York	$70.4M	+$9.66M	1	3.18%	Increased
371	Tocqueville Asset Management New York	$70.1M	-$2.55M	10	0.94%	Reduced
372	SCH Sylebra Capital (HK) Hong Kong	$70M	+$53.6M	2	4.13%	Increased
373	Norinchukin Bank Tokyo, Japan	$69.6M	-$323K	5	0.89%	Reduced
374	Granahan Investment Management Waltham, Massachusetts	$69.5M	-$10.6M	8	3.73%	Reduced
375	Becker Capital Management Portland, Oregon	$69.2M	-$3.12M	1	2.56%	Reduced