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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
401	1919 Investment Counsel Baltimore, Maryland	$38.6M	-$2.24M	3	0.79%	Reduced
402	HCM Hirzel Capital Management Dallas, Texas	$37.8M	+$35.1M	1	3.99%	New
403	Meag Munich Ergo Munich, Germany	$37.6M	+$3.68M	3	1.64%	Increased
404	CAM Cortina Asset Management Milwaukee, Wisconsin	$37.5M	+$1.73M	4	1.42%	Increased
405	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$37M	$0	1	7.64%	Maintained
406	HighTower Advisors Chicago, Illinois	$36.8M	+$12.8M	11	0.64%	Increased
407	SEI Trust Company Oaks, Pennsylvania	$36.6M	+$3.38M	12	0.35%	Increased
408	DIA Denver Investment Advisors Denver, Colorado	$36.5M	-$851K	9	1.11%	Reduced
409	BA Broadview Advisors Milwaukee, Wisconsin	$36.3M	+$6.19M	3	3.53%	Increased
410	TAM Taylor Asset Management Toronto, Ontario, Canada	$35.8M	+$34.3M	1	3.91%	New
411	Mitsubishi UFJ Asset Management Tokyo, Japan	$35.5M	+$97.3K	7	0.91%	Increased
412	NAP New Amsterdam Partners New York	$34.8M	+$5.36M	1	2.27%	Increased
413	Johnson Investment Counsel Cincinnati, Ohio	$34.7M	+$315K	2	1.24%	Increased
414	Zurich Cantonal Bank Zurich, Switzerland	$34.6M	+$4.67M	10	1.02%	Increased
415	Country Trust Bank Bloomington, Illinois	$34.6M	+$33.2M	1	1.74%	New
416	SAM Shell Asset Management The Hague, Netherlands	$34M	-$2.46M	6	0.52%	Reduced
417	Jane Street New York	$34M	+$12.2M	10	0.43%	Increased
418	Tocqueville Asset Management New York	$33.9M	-$20.9M	11	0.33%	Reduced
419	SLG Stanley-Laman Group Berwyn, Pennsylvania	$33.8M	+$1.53M	6	6.2%	Increased
420	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$33.7M	+$9.54M	2	0.62%	Increased
421	Trillium Asset Management Boston, Massachusetts	$33.6M	+$4.58M	5	2.88%	Increased
422	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$33.4M	-$4.72M	1	3.24%	Reduced
423	Ingalls & Snyder LLC New York	$33.2M	+$163K	3	1.63%	Increased
424	RCMC RK Capital Management (Colorado) Denver, Colorado	$33.1M	+$4.07M	2	6.6%	Increased
425	United Capital Financial Advisors Irving, Texas	$32.7M	-$590K	5	0.61%	Reduced