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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	R.M. Davis Inc Portland, Maine	$47.3M	+$13.1M	3	1.96%	Increased
427	BOK Financial Tulsa, Oklahoma	$46.8M	+$2.19M	7	1.35%	Increased
428	River Road Asset Management Louisville, Kentucky	$46.6M	-$2.16M	1	1.04%	Reduced
429	Martingale Asset Management Boston, Massachusetts	$46.5M	-$10.3M	7	0.62%	Reduced
430	Andra AP-fonden Goteborg, Sweden	$46.3M	+$2.43M	11	1.68%	Increased
431	Equity Investment Corp Atlanta, Georgia	$46.2M	+$51.6M	1	2.39%	New
432	TPSF Texas Permanent School Fund Austin, Texas	$46.1M	+$2.62M	10	0.84%	Increased
433	Banco Santander Madrid, Spain	$45.9M	+$25.3M	4	0.53%	Increased
434	SAM Shell Asset Management The Hague, Netherlands	$45.9M	-$3.98M	13	1.28%	Reduced
435	ZCM Ziegler Capital Management Chicago, Illinois	$45.8M	+$51.2M	9	1.23%	New
436	Heritage Investors Management Corp Bethesda, Maryland	$45.6M	-$420K	3	3.2%	Reduced
437	CAM ClariVest Asset Management San Diego, California	$45.6M	-$12.3M	13	1.36%	Reduced
438	Mariner Overland Park, Kansas	$45.5M	-$35.8M	4	0.57%	Reduced
439	ACP Atalan Capital Partners New York	$45.2M	+$3.14M	1	6.4%	Increased
440	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$44.9M	+$10.7M	3	4.02%	Increased
441	DOA D'Orazio & Associates Falls Church, Virginia	$44.8M	-$3.41M	6	21.96%	Reduced
442	Cambridge Investment Research Advisors Fairfield, Iowa	$44.8M	+$5.92M	18	0.43%	Increased
443	Haverford Trust Company Radnor, Pennsylvania	$44.3M	+$2.98M	1	0.9%	Increased
444	Employees Retirement System of Texas Austin, Texas	$44.1M	-$845K	7	0.84%	Reduced
445	Dana Investment Advisors Waukesha, Wisconsin	$44M	+$14.6M	5	2.68%	Increased
446	CCI Columbus Circle Investors	$44M	-$4.58M	6	2.42%	Reduced
447	Ferguson Wellman Capital Management Portland, Oregon	$43.8M	-$8.66M	2	1.64%	Reduced
448	Kayne Anderson Rudnick Investment Management Los Angeles, California	$43.6M	+$13.1M	5	0.25%	Increased
449	Conning Inc Hartford, Connecticut	$43.6M	+$966K	2	1.85%	Increased
450	Hamlin Capital Management New York	$43.4M	+$48.5M	1	2.6%	New