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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	Burgundy Asset Management Toronto, Ontario, Canada	$38.6M	+$22.9K	1	0.52%	Increased
477	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$38.5M	+$9.52M	1	5.73%	Increased
478	Park National Corp Newark, Ohio	$38.3M	+$938K	1	2.43%	Increased
479	SCM Sandler Capital Management New York	$38.3M	+$40.2M	3	5.29%	New
480	Ossiam Paris, France	$38.3M	+$41.6M	9	2.6%	Increased
481	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$38.1M	+$24.5M	8	7.71%	Increased
482	HAM HHR Asset Management Berkeley Heights, New Jersey	$37.9M	-$41.5M	1	4.24%	Reduced
483	Fiduciary Trust Boston, Massachusetts	$37.3M	-$1.31M	3	1.08%	Reduced
484	PIA Piedmont Investment Advisors Durham, North Carolina	$37.3M	-$1.75M	12	1.47%	Reduced
485	MUFG Americas New York	$37.2M	+$269K	6	1.24%	Increased
486	Atalanta Sosnoff Capital New York	$36.9M	-$34.9M	4	1.31%	Reduced
487	Vaughan David Investments Peoria, Illinois	$36.7M	+$47.6K	1	1.7%	Increased
488	TPM Totem Point Management New York	$36.6M	+$22.7M	1	18.71%	Increased
489	SFM Stack Financial Management Whitefish, Montana	$36.5M	-$750K	1	5.73%	Reduced
490	EULAV Asset Management Sarasota, Florida	$36.4M	-$4.37M	6	1.46%	Reduced
491	Crossmark Global Holdings Houston, Texas	$36.3M	-$2.46M	11	1.3%	Reduced
492	Bradley Foster & Sargent Hartford, Connecticut	$36.3M	-$226K	6	1.46%	Reduced
493	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$36.3M	+$38.7M	1	2.69%	New
494	RNC Capital Management Los Angeles, California	$35.8M	-$4.3M	1	3.06%	Reduced
495	WIC Willis Investment Counsel Gainesville, Georgia	$35.7M	+$3.61M	1	2.96%	Increased
496	Handelsbanken Fonder Stockholm, Sweden	$35.4M	$0	1	0.76%	Maintained
497	DIA Davidson Investment Advisors Great Falls, Montana	$35.4M	-$1.22M	2	4.58%	Reduced
498	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$34.9M	+$20.8M	3	12.02%	Increased
499	QAM QCI Asset Management Pittsford, New York	$34.9M	+$3.58M	3	3.4%	Increased
500	PVH Psagot Value Holdings Tel Aviv, Israel	$34.8M	-$6.4M	8	1.42%	Reduced