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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	PP Paloma Partners Greenwich, Connecticut	$76.8M	+$65M	20	1.33%	Increased
377	KC Keenan Capital Burlingame, California	$76.2M	-$9.81M	2	15.03%	Reduced
378	BHG Blue Harbour Group Greenwich, Connecticut	$75.8M	-$124M	1	21.47%	Reduced
379	MG Meritage Group San Francisco, California	$75.7M	+$885K	1	1.6%	Increased
380	Martingale Asset Management Boston, Massachusetts	$75.6M	+$20.6M	12	0.89%	Increased
381	HIM Herald Investment Management London, United Kingdom	$75.3M	+$1.77M	12	17.6%	Increased
382	ELC Edgar Lomax Company Kingstowne, Virginia	$74.8M	+$1.16M	1	5.98%	Increased
383	Schonfeld Strategic Advisors New York	$74.7M	+$38.1M	17	1.92%	Increased
384	PVH Psagot Value Holdings Tel Aviv, Israel	$74.2M	+$28.9M	9	2.07%	Increased
385	Davenport & Co Richmond, Virginia	$74M	+$2.29M	5	0.9%	Increased
386	GCM Glynn Capital Management Menlo Park, California	$73.2M	-$17.6M	2	9.1%	Reduced
387	Oppenheimer Asset Management New York	$73.1M	+$1.44M	18	1.51%	Increased
388	VHAM Van Hulzen Asset Management El Dorado Hills, California	$72.4M	+$39.2M	5	10.89%	Increased
389	APC Alta Park Capital San Francisco, California	$71.4M	+$35.2M	4	10.46%	Increased
390	CIBC Asset Management Toronto, Ontario, Canada	$71.2M	+$3.84M	16	0.42%	Increased
391	R.M. Davis Inc Portland, Maine	$71M	+$11.6M	4	2.53%	Increased
392	Summit Partners Public Asset Management Boston, Massachusetts	$70.7M	-$64.8M	1	4.22%	Reduced
393	Mariner Overland Park, Kansas	$70.7M	+$10.4M	4	0.71%	Increased
394	Achmea Investment Management Zeist, Netherlands	$70.5M	-$20.9M	4	2.39%	Reduced
395	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$70.3M	+$11.3M	25	2.42%	Increased
396	Mutual of America Capital Management New York	$70M	+$9.76M	16	0.99%	Increased
397	Ferguson Wellman Capital Management Portland, Oregon	$69.9M	+$17.2M	2	2.14%	Increased
398	Calamos Advisors Naperville, Illinois	$69.9M	+$1.63M	7	0.49%	Increased
399	USS Investment Management London, United Kingdom	$69.3M	+$34.4M	11	0.72%	Increased
400	Utah Retirement Systems Salt Lake City, Utah	$68.8M	+$506K	13	1.26%	Increased