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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	Första AP-fonden Stockholm, Sweden	$43.3M	+$40.8M	10	1.55%	Increased
452	SIM Sadoff Investment Management Milwaukee, Wisconsin	$42.9M	-$1.08M	1	4.85%	Reduced
453	Country Trust Bank Bloomington, Illinois	$42M	-$843K	2	1.89%	Reduced
454	MC Metropolis Capital Amersham, United Kingdom	$41.8M	+$23.2M	1	7.43%	Increased
455	NPCM North Peak Capital Management New York	$41.8M	+$49.3M	2	20.12%	New
456	Avalon Investment & Advisory Houston, Texas	$41.8M	-$13M	3	1.07%	Reduced
457	Becker Capital Management Portland, Oregon	$41.7M	-$9.61M	1	2.53%	Reduced
458	Synovus Financial Columbus, Georgia	$41.6M	+$9.67M	25	0.58%	Increased
459	Huntington National Bank Columbus, Ohio	$41.4M	-$2.05M	16	0.78%	Reduced
460	LPAM Legion Partners Asset Management Los Angeles, California	$41.3M	-$2.28M	1	17.43%	Reduced
461	Douglas Lane & Associates New York	$41.3M	-$5.15M	2	1.09%	Reduced
462	Squarepoint New York	$41.2M	-$50.3M	20	1.05%	Reduced
463	Donaldson Capital Management Evansville, Indiana	$40.9M	+$4.4M	2	3.57%	Increased
464	Madison Asset Management Madison, Wisconsin	$40.8M	+$7.17M	3	0.84%	Increased
465	Advisors Capital Management Ridgewood, New Jersey	$40.8M	+$7.91M	2	2.59%	Increased
466	MAM Myriad Asset Management North Point, Hong Kong	$40.5M	+$48.4M	3	6.05%	New
467	HM Payson & Co Portland, Maine	$40.3M	+$1.08M	9	1.58%	Increased
468	NIMC NWQ Investment Management Company Los Angeles, California	$40.1M	+$16.1M	2	1.61%	Increased
469	Guinness Asset Management London, United Kingdom	$39.5M	+$48.3K	2	5.72%	Increased
470	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$39.4M	-$9.02M	14	1.4%	Reduced
471	Cubist Systematic Strategies Stamford, Connecticut	$39.4M	-$18.6M	29	1.06%	Reduced
472	Chartwell Investment Partners Berywn, Pennsylvania	$39.2M	-$18.2M	8	1.84%	Reduced
473	CCM Cota Capital Management San Francisco, California	$39M	-$19.4K	3	24.09%	Reduced
474	Altimeter Capital Management Boston, Massachusetts	$38.9M	-$9M	2	1.17%	Reduced
475	CAPTRUST Financial Advisors Raleigh, North Carolina	$38.7M	-$838K	17	0.85%	Reduced