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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	GCM Glynn Capital Management Menlo Park, California	$45.2M	+$525K	3	8.26%	Increased
452	HM Payson & Co Portland, Maine	$45.1M	+$1.66M	9	1.59%	Increased
453	Fred Alger Management New York	$44.7M	+$22.2M	5	0.18%	Increased
454	Crossmark Global Holdings Houston, Texas	$44.7M	+$1.06M	11	1.31%	Increased
455	Crestwood Advisors Group Boston, Massachusetts	$44.6M	+$1.35M	2	1.96%	Increased
456	PP Paloma Partners Greenwich, Connecticut	$44.5M	-$76.9M	15	0.92%	Reduced
457	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$44.1M	+$12.6M	1	2.13%	Increased
458	Tudor Investment Corp Stamford, Connecticut	$43.8M	-$13.6M	18	1.5%	Reduced
459	Wedge Capital Management Charlotte, North Carolina	$43.8M	+$1.62M	4	0.51%	Increased
460	PWAM Park West Asset Management San Francisco, California	$43.5M	-$47.5M	1	2.12%	Reduced
461	Mondrian Investment Partners London, United Kingdom	$43.2M	-$20.7M	1	1.39%	Reduced
462	EULAV Asset Management Sarasota, Florida	$43M	+$10.1M	8	1.59%	Increased
463	Granahan Investment Management Waltham, Massachusetts	$42.9M	-$13.3M	9	2.36%	Reduced
464	Cambridge Investment Research Advisors Fairfield, Iowa	$42.9M	+$1.25M	16	0.38%	Increased
465	ExodusPoint Capital Management New York	$42.7M	+$27.3M	12	1.49%	Increased
466	Thompson Siegel & Walmsley Richmond, Virginia	$42.4M	-$563K	6	0.67%	Reduced
467	Achmea Investment Management Zeist, Netherlands	$42.3M	-$6.25M	8	1.67%	Reduced
468	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$42.3M	+$12.4M	3	2.08%	Increased
469	OC Oakmont Corp Los Angeles, California	$42M	+$44.2M	1	6.48%	New
470	Madison Investment Holdings Madison, Wisconsin	$42M	+$15.4M	3	0.68%	Increased
471	CT Cambridge Trust Cambridge, Massachusetts	$41.9M	-$812K	4	2.43%	Reduced
472	Nissay Asset Management Tokyo, Japan	$41.7M	+$2M	10	1.02%	Increased
473	SCM Snow Capital Management Sewickley, Pennsylvania	$41.5M	-$5.52M	1	3.03%	Reduced
474	Kayne Anderson Rudnick Investment Management Los Angeles, California	$41.4M	+$10.5M	6	0.22%	Increased
475	DIA Davidson Investment Advisors Great Falls, Montana	$41.2M	-$188K	2	4.28%	Reduced