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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
376	Meag Munich Ergo Munich, Germany	$51.1M	+$25.2M	4	2.02%	Increased
377	Thornburg Investment Management Santa Fe, New Mexico	$50.7M	+$7.81M	3	0.41%	Increased
378	ACM American Capital Management New York	$50.7M	+$7.48M	4	3.58%	Increased
379	Bowen Hanes & Co Ponte Vedra Beach, Florida	$50.7M	+$19.5M	2	2.55%	Increased
380	CM CS McKee Pittsburgh, Pennsylvania	$50.7M	-$3.44M	3	4.05%	Reduced
381	BAPIM British Airways Pensions Investment Management London, United Kingdom	$50.7M	-$4.75M	2	1.53%	Reduced
382	RG Renaissance Group Covington, Kentucky	$50.6M	-$4M	5	1.91%	Reduced
383	Whale Rock Capital Management Boston, Massachusetts	$50.6M	-$8.22M	1	2.75%	Reduced
384	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$49.9M	+$48.7M	19	0.94%	New
385	DL Delta Lloyd Amsterdam, Netherlands	$49.8M	-$12.2M	9	1.49%	Reduced
386	Oppenheimer Asset Management New York	$49.7M	+$49M	13	1.42%	New
387	Peregrine Capital Management Minneapolis, Minnesota	$48.5M	-$9.72M	3	1.23%	Reduced
388	Fjarde Ap-fonden Stockholm, Sweden	$48.4M	-$3.18M	7	1.16%	Reduced
389	GTP Global Thematic Partners New York	$48.2M	+$3.59M	1	1.65%	Increased
390	Antipodes Partners Royal Exchange, Australia	$48.2M	+$8.84M	1	8.53%	Increased
391	Appaloosa LP Short Hills, New Jersey	$47.6M	+$44M	1	0.78%	New
392	ALPS Advisors Denver, Colorado	$47M	+$3.4M	2	0.32%	Increased
393	Zevenbergen Capital Investments Edmonds, Washington	$46.6M	-$23.5M	1	2.15%	Reduced
394	QS Investors New York	$46.5M	-$21.8M	16	0.4%	Reduced
395	Hardman Johnston Global Advisors Stamford, Connecticut	$46.3M	-$15.6M	2	2.08%	Reduced
396	ExxonMobil Investment Management Irving, Texas	$46.2M	-$2.02M	4	1.02%	Reduced
397	Becker Capital Management Portland, Oregon	$45.7M	+$43.3M	1	1.66%	Increased
398	Mitsubishi UFJ Asset Management Tokyo, Japan	$45.7M	-$806K	8	1.04%	Reduced
399	ORIO Old Republic International (ORI) Chicago, Illinois	$45.6M	$0	1	1.57%	Maintained
400	PIA Piedmont Investment Advisors Durham, North Carolina	$45.3M	+$6.17M	3	0.94%	Increased