← All themes

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	SCM Sirios Capital Management Boston, Massachusetts	$49.2M	+$11.4M	2	3.17%	Increased
452	Segall Bryant & Hamill Chicago, Illinois	$49.2M	-$8.35M	6	0.76%	Reduced
453	Oppenheimer & Co New York	$49.1M	-$3.99M	15	1.22%	Reduced
454	PCM Portolan Capital Management Boston, Massachusetts	$49M	+$1.56M	4	4.95%	Increased
455	Tudor Investment Corp Stamford, Connecticut	$48.7M	+$5.25M	22	2.18%	Increased
456	RNC Capital Management Los Angeles, California	$48.4M	+$16.9M	1	3.06%	Increased
457	Guinness Asset Management London, United Kingdom	$48.1M	+$13.9M	2	5.88%	Increased
458	CAPTRUST Financial Advisors Raleigh, North Carolina	$48.1M	+$22.6M	13	0.76%	Increased
459	HM Payson & Co Portland, Maine	$47.9M	+$3.66M	8	1.54%	Increased
460	GC Greenvale Capital London, United Kingdom	$47.9M	+$31.2M	1	11.82%	Increased
461	CAM Contour Asset Management New York	$47.6M	-$6.66M	2	2.48%	Reduced
462	Fiduciary Trust Boston, Massachusetts	$47M	-$729K	5	1.1%	Reduced
463	Cambridge Investment Research Advisors Fairfield, Iowa	$46.8M	+$2.86M	18	0.36%	Increased
464	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$46.5M	+$5.25M	3	2.2%	Increased
465	Crossmark Global Holdings Houston, Texas	$46.4M	+$928K	12	1.28%	Increased
466	PIA Piedmont Investment Advisors Durham, North Carolina	$46M	+$5.89M	12	1.59%	Increased
467	Park National Corp Newark, Ohio	$45.7M	+$1.36M	1	2.32%	Increased
468	PP Paloma Partners Greenwich, Connecticut	$45.5M	-$486K	26	0.68%	Reduced
469	SFM Stack Financial Management Whitefish, Montana	$45.4M	+$196K	1	4.88%	Increased
470	Altimeter Capital Management Boston, Massachusetts	$45.3M	-$10.4M	3	1.01%	Reduced
471	LSCM Light Street Capital Management Palo Alto, California	$45.1M	+$47.5M	1	2.7%	New
472	Maverick Capital Dallas, Texas	$45M	-$21.3M	6	0.65%	Reduced
473	SRFM Shannon River Fund Management New York	$45M	+$36.2M	1	6%	Increased
474	Donaldson Capital Management Evansville, Indiana	$44.9M	+$343K	1	3.04%	Increased
475	MUFG Americas New York	$44.8M	+$463K	8	1.16%	Increased