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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	DFO Duquesne Family Office New York	$64.1M	+$68.9M	2	4.64%	New
452	RNC Capital Management Los Angeles, California	$63.9M	+$11.9M	1	3.64%	Increased
453	Dai-ichi Life Insurance Company Tokyo, Japan	$63.8M	-$23.6M	13	1.42%	Reduced
454	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$63.8M	-$2.7M	7	0.96%	Reduced
455	KC Keenan Capital Burlingame, California	$63.7M	$0	1	12.12%	Maintained
456	Swiss Life Asset Management Zurich,	$63.7M	+$12.4M	14	1.03%	Increased
457	Andra AP-fonden Goteborg, Sweden	$63.5M	+$69.1M	12	1.82%	New
458	Van Berkom & Associates Montreal, Quebec, Canada	$62.4M	-$3.66M	1	2.61%	Reduced
459	ACP Ashfield Capital Partners San Francisco, California	$62M	+$11.5M	5	4.82%	Increased
460	MAI Capital Management Independence, Ohio	$61.6M	-$2.24M	9	1.18%	Reduced
461	MAMU Marathon Asset Management (UK) London, United Kingdom	$61.5M	-$3.93M	1	1.03%	Reduced
462	Advisors Asset Management Monument, Colorado	$61.4M	-$3.32M	22	1.1%	Reduced
463	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$61.1M	-$3.5M	1	3.04%	Reduced
464	LMR Partners London, United Kingdom	$60.7M	-$35.7M	7	1.02%	Reduced
465	AE Wealth Management Topeka, Kansas	$60.6M	-$2.81M	17	0.48%	Reduced
466	NONA Ninety One North America New York	$60.5M	+$6.08M	1	2.68%	Increased
467	Rokos Capital Management (UK) London, United Kingdom	$59.9M	+$33.2M	5	1.76%	Increased
468	Stonegate Investment Group Birmingham, Alabama	$59.8M	+$2.62M	3	2.62%	Increased
469	Atalanta Sosnoff Capital New York	$59.5M	-$19.6M	2	1.8%	Reduced
470	SC Styrax Capital New York	$59.4M	+$1.27M	1	16.94%	Increased
471	FCI Financial Counselors Inc Overland Park, Kansas	$59.3M	+$4.46M	3	1.39%	Increased
472	Yousif Capital Management Bloomfield Hills, Michigan	$59.2M	-$5.42M	17	0.78%	Reduced
473	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$59M	-$17.9M	31	0.66%	Reduced
474	ORIO Old Republic International (ORI) Chicago, Illinois	$58.9M	$0	1	1.42%	Maintained
475	Impax Asset Management Group London, United Kingdom	$58.7M	-$21.4M	8	0.29%	Reduced