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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	River Road Asset Management Louisville, Kentucky	$56.3M	+$1.28M	1	1.07%	Increased
402	Cubist Systematic Strategies Stamford, Connecticut	$56.3M	-$38.1M	24	1.12%	Reduced
403	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$56.3M	$0	1	10.11%	Maintained
404	Maverick Capital Dallas, Texas	$56.3M	+$30M	7	0.83%	Increased
405	SAM Shell Asset Management The Hague, Netherlands	$55.5M	-$6.84M	13	1.27%	Reduced
406	BAMCO Inc New York	$55.3M	-$8.41M	10	0.23%	Reduced
407	BOK Financial Tulsa, Oklahoma	$55.2M	+$6.56M	9	1.33%	Increased
408	Zurich Insurance Group Zurich, Switzerland	$55.1M	+$6.42M	3	1.05%	Increased
409	Manning & Napier Group Fairport, New York	$54.7M	+$1.89M	2	0.61%	Increased
410	Voloridge Investment Management Jupiter, Florida	$54.7M	-$15M	11	0.95%	Reduced
411	Heritage Investors Management Corp Bethesda, Maryland	$53.9M	+$3.35M	3	3.07%	Increased
412	CC Crosslink Capital Menlo Park, California	$53.9M	-$954K	3	13.95%	Reduced
413	TPSF Texas Permanent School Fund Austin, Texas	$53.7M	-$2.29M	10	0.85%	Reduced
414	Employees Retirement System of Texas Austin, Texas	$53.5M	+$18.7M	7	0.84%	Increased
415	Becker Capital Management Portland, Oregon	$53.3M	-$1.05M	1	2.04%	Reduced
416	Pacer Advisors Malvern, Pennsylvania	$53.3M	+$3.64M	10	1.2%	Increased
417	Country Trust Bank Bloomington, Illinois	$52.7M	+$423K	2	2.28%	Increased
418	IAM Iridian Asset Management Westport, Connecticut	$52.5M	+$39.1M	1	0.82%	Increased
419	Huntington National Bank Columbus, Ohio	$52.1M	-$1.61M	14	0.84%	Reduced
420	Haverford Trust Company Radnor, Pennsylvania	$52M	+$1.4M	1	0.91%	Increased
421	Channing Capital Management Chicago, Illinois	$51.9M	-$12.5M	2	2.4%	Reduced
422	Oppenheimer & Co New York	$51.7M	-$4.29M	16	1.41%	Reduced
423	Foresters Investment Management New York	$51.7M	-$8.18M	1	1.02%	Reduced
424	Andra AP-fonden Goteborg, Sweden	$51.7M	-$1.78M	11	1.53%	Reduced
425	PVH Psagot Value Holdings Tel Aviv, Israel	$50.5M	+$16.2M	8	2.07%	Increased