← All themes

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	Martingale Asset Management Boston, Massachusetts	$75.7M	+$2.37M	7	0.79%	Increased
352	RC RGM Capital Naples, Florida	$75.5M	-$16.9M	1	5.45%	Reduced
353	Douglas Lane & Associates New York	$74.7M	-$5.1M	2	1.45%	Reduced
354	Natixis Paris, France	$74.4M	-$141M	10	0.57%	Reduced
355	Pinnacle Associates New York	$73.3M	-$3.64M	8	1.72%	Reduced
356	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$73.1M	-$4.41M	4	5.45%	Reduced
357	Cullen Capital Management New York	$73.1M	-$334K	1	2.85%	Reduced
358	Scotia Capital Toronto, Ontario, Canada	$72.9M	+$9.19M	9	0.89%	Increased
359	AGA Altrinsic Global Advisors Stamford, Connecticut	$72.5M	-$2.26M	2	3.36%	Reduced
360	Fundsmith LLP London, United Kingdom	$72.1M	+$11.7M	1	0.38%	Increased
361	Burgundy Asset Management Toronto, Ontario, Canada	$71.7M	-$68.9K	1	0.72%	Reduced
362	Mutual of America Capital Management New York	$71.6M	-$317K	13	1.01%	Reduced
363	ArrowMark Colorado Holdings Denver, Colorado	$71.1M	-$56.3M	4	0.68%	Reduced
364	Factory Mutual Insurance Waltham, Massachusetts	$71.1M	+$414K	1	0.85%	Increased
365	Advisor Group Phoenix, Arizona	$71M	+$1.95M	36	0.54%	Increased
366	Xact Kapitalforvaltning Stockholm, Sweden	$70.9M	+$4.06M	17	1.46%	Increased
367	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$70.9M	-$3.68M	25	1.04%	Reduced
368	RHBC R.H. Bluestein & Co Birmingham, Michigan	$70.3M	+$4.64M	7	3.75%	Increased
369	Ladenburg Thalmann Financial Services Miami, Florida	$70M	+$336K	34	0.51%	Increased
370	Oppenheimer Asset Management New York	$69.7M	-$6.41M	16	1.54%	Reduced
371	Mondrian Investment Partners London, United Kingdom	$69.7M	-$17.3M	1	2.23%	Reduced
372	CAM Contour Asset Management New York	$69.5M	+$9.44M	1	4.64%	Increased
373	Jupiter Asset Management London, United Kingdom	$68.4M	-$971K	7	2.17%	Reduced
374	BAMCO Inc New York	$68.3M	+$11.2M	8	0.27%	Increased
375	Utah Retirement Systems Salt Lake City, Utah	$68.2M	-$615K	11	1.31%	Reduced