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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	WIC Willis Investment Counsel Gainesville, Georgia	$35.4M	-$1.43M	1	2.49%	Reduced
477	DIA Denver Investment Advisors Denver, Colorado	$35.4M	-$1.64M	7	1.76%	Reduced
478	GHCM Glen Harbor Capital Management San Diego, California	$35.3M	-$248K	11	0.8%	Reduced
479	Bowen Hanes & Co Ponte Vedra Beach, Florida	$35.3M	-$21.5M	2	1.57%	Reduced
480	SIC Schwartz Investment Counsel Plymouth, Michigan	$35M	+$322K	1	2.07%	Increased
481	CCP Clarkston Capital Partners Rochester, Michigan	$34.9M	-$2.12M	1	1.35%	Reduced
482	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$34.8M	-$24.7M	2	1.82%	Reduced
483	CU CDAM (UK) London, United Kingdom	$34.5M	+$32.3M	1	7.81%	New
484	BA Boston Advisors Boston, Massachusetts	$34.5M	-$1.86M	6	0.74%	Reduced
485	RC RGM Capital Naples, Florida	$34.5M	+$36.5M	1	3.21%	New
486	HI Honeywell International Charlotte, North Carolina	$34.5M	+$3.59M	1	1.14%	Increased
487	Freestone Capital Holdings Seattle, Washington	$33.7M	+$3.38M	2	2.33%	Increased
488	WI Wafra Inc New York	$33.4M	+$11.6M	2	1.52%	Increased
489	People's United Financial Bridgeport, Connecticut	$33.3M	-$1.77M	4	1.04%	Reduced
490	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$33.2M	+$3.15M	6	1.13%	Increased
491	SGAM Smith Group Asset Management Dallas, Texas	$33.1M	-$1.18M	1	1.04%	Reduced
492	Donaldson Capital Management Evansville, Indiana	$33.1M	+$803K	1	3.23%	Increased
493	FQ First Quadrant Glendale, California	$33M	-$8.65M	4	0.62%	Reduced
494	CAM CGOV Asset Management Toronto, Ontario, Canada	$33M	-$3.52M	1	1.24%	Reduced
495	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$32.9M	-$3.59M	1	4.6%	Reduced
496	GH GAM Holding Zurich, Switzerland	$32.9M	+$4.66M	7	1.01%	Increased
497	SCM Snow Capital Management Sewickley, Pennsylvania	$32.8M	+$3.04M	3	1.46%	Increased
498	Kennedy Capital Management St Louis, Missouri	$32.6M	+$6.82M	4	0.58%	Increased
499	Advisor Group Phoenix, Arizona	$32.4M	+$2.73M	30	0.43%	Increased
500	FPF FNY Partners Fund New York	$32.3M	+$8.16M	3	5.37%	Increased