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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
451	SFM Stack Financial Management Whitefish, Montana	$32.3M	+$32.8M	1	4.08%	New
452	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$31.9M	-$2.12M	1	21.49%	Reduced
453	IG Ithaka Group Arlington, Virginia	$31.8M	-$1.42M	2	4.25%	Reduced
454	GTP Global Thematic Partners New York	$31.2M	+$35.9M	1	0.62%	New
455	AL Airain Ltd St. Peter Port, Guernsey	$31M	+$2.85M	10	2.13%	Increased
456	QAM QCI Asset Management Pittsford, New York	$30.9M	+$285K	5	4.78%	Increased
457	VAM Visium Asset Management New York	$30.8M	-$12.3M	5	0.46%	Reduced
458	TGI Tradewinds Global Investors Los Angeles, California	$30.7M	-$11M	2	1.8%	Reduced
459	Mitsubishi UFJ Asset Management Tokyo, Japan	$30.4M	+$4.94M	9	0.88%	Increased
460	Group One Trading Chicago, Illinois	$30.3M	+$861K	14	0.36%	Increased
461	Fiduciary Trust Boston, Massachusetts	$30.3M	+$381K	4	1.28%	Increased
462	Scout Investments Kansas City, Missouri	$30.2M	-$9.12M	1	0.76%	Reduced
463	Whale Rock Capital Management Boston, Massachusetts	$30M	+$5.52M	1	2.5%	Increased
464	FA Friess Associates Greenville, Delaware	$29.8M	+$11.9M	6	2.77%	Increased
465	WA Westport Advisers Westport, Connecticut	$29.7M	$0	1	4.3%	Maintained
466	EIM Essex Investment Management Boston, Massachusetts	$29.7M	-$5.53M	3	4.64%	Reduced
467	SIC Schwartz Investment Counsel Plymouth, Michigan	$29.7M	$0	1	2.25%	Maintained
468	CAM Capstone Asset Management Houston, Texas	$29.6M	+$4.64M	8	0.85%	Increased
469	Van Berkom & Associates Montreal, Quebec, Canada	$29.4M	-$88.7K	1	1.45%	Reduced
470	Advisors Asset Management Monument, Colorado	$29.3M	-$4.44M	13	0.47%	Reduced
471	Country Trust Bank Bloomington, Illinois	$29.3M	+$191K	1	1.6%	Increased
472	Asset Management One Tokyo, Japan	$29.3M	-$4.86M	10	0.44%	Reduced
473	LT LJ Trust Reno, Nevada	$29.1M	+$124K	1	4.88%	Increased
474	TIAAOA Teachers Insurance & Annuity Association of America New York	$28.8M	$0	2	1.41%	Maintained
475	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$28.8M	-$3.31M	2	1.4%	Reduced