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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
426	HCM Hirzel Capital Management Dallas, Texas	$32.9M	-$5.96M	1	3.8%	Reduced
427	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$32.7M	-$1.18M	2	3.4%	Reduced
428	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$32.6M	+$31.4M	1	24.16%	New
429	HighTower Advisors Chicago, Illinois	$32.5M	-$4.95M	10	0.55%	Reduced
430	Flossbach Von Storch Cologne, Germany	$32.5M	-$45.9M	1	0.71%	Reduced
431	Findlay Park Partners London, United Kingdom	$32.5M	+$32.4M	1	0.35%	New
432	Zurich Cantonal Bank Zurich, Switzerland	$32.2M	-$3.22M	10	1.06%	Reduced
433	JCM Jag Capital Management St Louis, Missouri	$32M	+$3.83M	2	6.42%	Increased
434	FQ First Quadrant Glendale, California	$31.9M	+$686K	6	0.71%	Increased
435	SEI Trust Company Oaks, Pennsylvania	$31.9M	-$6.02M	14	0.31%	Reduced
436	Utah Retirement Systems Salt Lake City, Utah	$31.9M	-$45.8K	9	0.92%	Reduced
437	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$31.9M	+$304K	1	7.3%	Increased
438	Bridgeway Capital Management Houston, Texas	$31.9M	+$7.17M	5	0.8%	Increased
439	Mitsubishi UFJ Asset Management Tokyo, Japan	$31.7M	-$4.31M	7	0.95%	Reduced
440	SM Stratton Management King Of Prussia, Pennsylvania	$31.4M	-$195K	2	1.42%	Reduced
441	CCM Cadence Capital Management Boston, Massachusetts	$31.2M	-$430K	5	1.65%	Reduced
442	Cincinnati Insurance Fairfield, Ohio	$31.1M	$0	1	1.12%	Maintained
443	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$30.9M	-$357K	6	0.46%	Reduced
444	Asset Management One Tokyo, Japan	$30.8M	+$736K	9	0.43%	Increased
445	Scout Investments Kansas City, Missouri	$30.8M	+$27M	1	0.41%	New
446	LSCM Light Street Capital Management Palo Alto, California	$30.6M	+$28.2M	1	4.32%	Increased
447	City National Bank Beverly Hills, Delaware	$30.5M	+$454K	3	0.28%	Increased
448	ANI American National Insurance Galveston, Texas	$30.5M	$0	5	1.86%	Maintained
449	Oregon Public Employees Retirement Fund Tigard, Oregon	$30.4M	+$326K	8	0.75%	Increased
450	WM WS Management Jacksonville, Florida	$30.3M	-$9.25M	1	0.97%	Reduced