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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	LSCM Light Street Capital Management Palo Alto, California	$38.9M	+$36.9M	1	3.18%	New
427	Xact Kapitalforvaltning Stockholm, Sweden	$38.8M	+$606K	8	1.11%	Increased
428	Fiduciary Trust Boston, Massachusetts	$38.6M	-$1.1M	5	1.19%	Reduced
429	PHS PFM Health Sciences San Francisco, California	$38.5M	$0	1	0.76%	Maintained
430	Mitsubishi UFJ Asset Management Tokyo, Japan	$38.3M	-$3.93M	8	0.9%	Reduced
431	Crossmark Global Holdings Houston, Texas	$37.9M	+$36M	12	0.98%	New
432	BA Boston Advisors Boston, Massachusetts	$37.9M	-$11.6M	6	0.86%	Reduced
433	FQ First Quadrant Glendale, California	$37.5M	+$2.18M	5	0.73%	Increased
434	SIM Sadoff Investment Management Milwaukee, Wisconsin	$37.3M	+$462K	1	3.33%	Increased
435	ExxonMobil Investment Management Irving, Texas	$37.3M	-$1.82M	4	0.94%	Reduced
436	Squarepoint New York	$37.3M	-$35.4M	16	0.72%	Reduced
437	Driehaus Capital Management Chicago, Illinois	$37M	+$13.1M	5	1.44%	Increased
438	SG Americas Securities New York	$36.8M	+$13.4M	19	0.32%	Increased
439	SC ShearLink Capital New York	$36.4M	+$2.89M	2	14.51%	Increased
440	Thompson Siegel & Walmsley Richmond, Virginia	$36M	-$717K	4	0.43%	Reduced
441	TIAAOA Teachers Insurance & Annuity Association of America New York	$35.9M	+$4.13M	3	0.97%	Increased
442	CC Crosslink Capital Menlo Park, California	$35.8M	+$6.45M	1	6.08%	Increased
443	FL Fort LP Chevy Chase, Maryland	$35.2M	+$15M	2	8.67%	Increased
444	AAM Ardevora Asset Management London, United Kingdom	$35.2M	-$3.9M	1	1.05%	Reduced
445	HIM Herald Investment Management London, United Kingdom	$34.9M	+$705K	10	11.29%	Increased
446	HAM Highstreet Asset Management London, Ontario, Canada	$34.8M	+$3.4M	4	3.33%	Increased
447	JGC J. Goldman & Co New York	$34.7M	+$35.8M	2	1.75%	New
448	Vaughan David Investments Peoria, Illinois	$34.7M	-$186K	1	1.7%	Reduced
449	TIP Torray Investment Partners Bethesda, Maryland	$34.6M	+$2.87M	3	3.43%	Increased
450	MSA Mason Street Advisors Milwaukee, Wisconsin	$34.6M	+$141K	10	0.82%	Increased