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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	Conning Inc Hartford, Connecticut	$37.7M	-$1.19M	4	1.5%	Reduced
427	SFM Stack Financial Management Whitefish, Montana	$37.6M	+$295K	1	4.39%	Increased
428	HI Honeywell International Charlotte, North Carolina	$37.4M	-$53.1M	3	1.3%	Reduced
429	LT LJ Trust Reno, Nevada	$37.2M	+$3.05M	1	5.08%	Increased
430	Mutual of America Capital Management New York	$37M	+$2.59M	11	0.74%	Increased
431	GA Glenhill Advisors New York	$36.7M	-$6.93M	1	2.21%	Reduced
432	Country Trust Bank Bloomington, Illinois	$36.6M	+$3.41M	1	1.89%	Increased
433	ACM Atlanta Capital Management Atlanta, Georgia	$36.2M	+$281K	1	0.24%	Increased
434	DCM Dupont Capital Management Wilmington, Delaware	$36M	-$4.37M	5	0.81%	Reduced
435	Cullen/Frost Bankers San Antonio, Texas	$36M	+$503K	2	1.29%	Increased
436	Dana Investment Advisors Waukesha, Wisconsin	$35.9M	-$4.42M	1	1.72%	Reduced
437	SCGE Management Menlo Park, California	$35.8M	$0	1	9.98%	Maintained
438	Andra AP-fonden Goteborg, Sweden	$35.7M	-$2.69M	9	0.96%	Reduced
439	GCM Glynn Capital Management Menlo Park, California	$35.7M	+$5.51M	2	11.27%	Increased
440	CAM Capstone Asset Management Houston, Texas	$35.4M	+$210K	9	1.02%	Increased
441	PIA Piedmont Investment Advisors Durham, North Carolina	$35.2M	-$11.3M	5	0.76%	Reduced
442	KBG Kahn Brothers Group New York	$34.7M	+$2.46M	1	6.28%	Increased
443	SIC Schwartz Investment Counsel Plymouth, Michigan	$34.6M	$0	1	2.47%	Maintained
444	QAM QCI Asset Management Pittsford, New York	$34.3M	+$456K	4	4.78%	Increased
445	JIR James Investment Research Alpha, Ohio	$34M	+$7.95M	2	0.9%	Increased
446	ORIO Old Republic International (ORI) Chicago, Illinois	$33.8M	+$4.95M	1	1.47%	Increased
447	Intact Investment Management Montreal, Quebec, Canada	$33.7M	-$3.49M	3	1.28%	Reduced
448	SIM Sadoff Investment Management Milwaukee, Wisconsin	$33.7M	+$32.6M	1	3.72%	New
449	TU TDAM USA Toronto, Ontario, Canada	$33.6M	-$9.02M	5	1.67%	Reduced
450	BHB Bank Hapoalim BM Tel Aviv, Israel	$33.5M	+$1.11M	3	7.89%	Increased