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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	Becker Capital Management Portland, Oregon	$61.3M	+$9.29M	1	2.18%	Increased
402	Vaughan Nelson Investment Management Houston, Texas	$61.1M	-$49M	4	0.76%	Reduced
403	OAM Oxford Asset Management Oxford, United Kingdom	$61.1M	-$6.27M	25	1.7%	Reduced
404	MG Meritage Group San Francisco, California	$61M	+$58.5M	1	1.07%	New
405	Mondrian Investment Partners London, United Kingdom	$60.5M	+$17.9M	1	1.59%	Increased
406	Quadrature Capital London, United Kingdom	$59.6M	+$18.7M	6	2.26%	Increased
407	SAM Shell Asset Management The Hague, Netherlands	$59.4M	-$37.6K	13	1.28%	Reduced
408	Washington Trust Westerly, Rhode Island	$59.3M	+$26.1M	4	2.34%	Increased
409	HT HAP Trading New York	$59.2M	+$49.4M	5	3.25%	Increased
410	River Road Asset Management Louisville, Kentucky	$59.2M	+$4.45M	1	0.93%	Increased
411	Heritage Investors Management Corp Bethesda, Maryland	$59.2M	+$2.84M	3	3.14%	Increased
412	Granahan Investment Management Waltham, Massachusetts	$59M	+$9.26M	9	2.71%	Increased
413	ExodusPoint Capital Management New York	$58.5M	+$13.8M	23	1.1%	Increased
414	APC Alta Park Capital San Francisco, California	$58.5M	+$38.9M	3	11.6%	Increased
415	Martingale Asset Management Boston, Massachusetts	$57.8M	-$14.6M	8	0.59%	Reduced
416	Mutual of America Capital Management New York	$57.3M	-$3.83M	15	0.73%	Reduced
417	Manning & Napier Group Fairport, New York	$56.5M	+$1.66M	2	0.61%	Increased
418	Parallax Volatility Advisers San Francisco, California	$56.4M	+$13.8M	13	0.07%	Increased
419	Employees Retirement System of Texas Austin, Texas	$56.3M	-$1.01M	7	0.88%	Reduced
420	HCM Highline Capital Management New York	$56.1M	+$50.9M	2	8.89%	New
421	Douglas Lane & Associates New York	$55.9M	-$6.25M	2	1.04%	Reduced
422	Laurion Capital Management New York	$55.8M	+$22.8M	9	0.43%	Increased
423	WBC Westpac Banking Corp Sydney, Australia	$55.6M	+$6.67M	13	0.72%	Increased
424	PWAM Park West Asset Management San Francisco, California	$55.2M	-$4.71M	1	2.32%	Reduced
425	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$55M	+$53.7M	14	1.74%	New