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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
476	SCM SKBA Capital Management San Francisco, California	$30.2M	+$1.55M	1	2.6%	Increased
477	FP Foundry Partners Minneapolis, Minnesota	$30.2M	-$13.3M	4	2.64%	Reduced
478	GAI General American Investors New York	$29.8M	+$4.24M	2	2.69%	Increased
479	QAM QCI Asset Management Pittsford, New York	$29.8M	+$348K	5	4.87%	Increased
480	Parallax Volatility Advisers San Francisco, California	$29.5M	+$16.2M	11	0.07%	Increased
481	First Citizens Bank & Trust Raleigh, North Carolina	$29.4M	+$2.62M	4	2.18%	Increased
482	WA Westport Advisers Westport, Connecticut	$29M	$0	1	3.92%	Maintained
483	Mutual of America Capital Management New York	$28.9M	+$2.58M	10	0.69%	Increased
484	SIC Schwartz Investment Counsel Plymouth, Michigan	$28.7M	-$135K	1	2.23%	Reduced
485	MPM Meritage Portfolio Management Overland Park, Kansas	$28.2M	+$2.1M	5	3.27%	Increased
486	BA Broadview Advisors Milwaukee, Wisconsin	$28.2M	+$289K	3	3.92%	Increased
487	Country Trust Bank Bloomington, Illinois	$28.1M	+$262K	1	1.54%	Increased
488	Orbis Holdings Hamilton, Bermuda	$28M	-$20.6M	2	0.24%	Reduced
489	LT LJ Trust Reno, Nevada	$28M	$0	1	5.19%	Maintained
490	Dorsal Capital Management Redwood City, California	$27.5M	-$2.66M	1	2.53%	Reduced
491	Greenleaf Trust Kalamazoo, Michigan	$27.2M	+$2.38M	3	0.81%	Increased
492	FCM Freshford Capital Management Rye Brook, New York	$27.1M	+$29.1M	1	5.85%	New
493	Vaughan David Investments Peoria, Illinois	$26.6M	+$88.2K	1	1.69%	Increased
494	PTC Petrus Trust Company Dallas, Texas	$26.6M	-$200K	3	5.65%	Reduced
495	Burney Company Reston, Virginia	$26.6M	-$3.98M	5	2.05%	Reduced
496	ACP Ashfield Capital Partners San Francisco, California	$26.6M	-$1.57M	5	1.71%	Reduced
497	MSA Mason Street Advisors Milwaukee, Wisconsin	$26.4M	+$1.59M	9	0.89%	Increased
498	JIR James Investment Research Alpha, Ohio	$26.4M	-$3.42M	3	0.7%	Reduced
499	HBK Investments Dallas, Texas	$26.1M	+$4.02M	9	0.26%	Increased
500	DM Diker Management New York	$26M	-$4.53M	5	5.73%	Reduced