← All themes

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	SGA Strategic Global Advisors Newport Beach, California	$64M	+$1.55M	6	11.3%	Increased
477	ZP Zimmer Partners New York	$63.6M	+$66.7M	2	0.93%	Increased
478	Guinness Asset Management London, United Kingdom	$63.6M	+$11.3M	1	4.61%	Increased
479	Dai-ichi Life Insurance Company Tokyo, Japan	$63.3M	+$22.3M	12	0.91%	Increased
480	Hamlin Capital Management New York	$62.8M	-$9.22M	1	2.9%	Reduced
481	AAM AMI Asset Management Los Angeles, California	$62.8M	-$11.4M	4	3.11%	Reduced
482	Madison Asset Management Madison, Wisconsin	$62.5M	-$1.4M	4	0.92%	Reduced
483	Avalon Investment & Advisory Houston, Texas	$61.3M	-$6.59M	4	1.25%	Reduced
484	Cornerstone Investment Partners Atlanta, Georgia	$61.1M	+$2.33M	9	3.72%	Increased
485	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$60.6M	+$9.48M	2	10.01%	Increased
486	Varma Mutual Pension Insurance Co Helsinki, Finland	$60.5M	-$7.85M	4	1.06%	Reduced
487	MLICM Metropolitan Life Insurance Company (MetLife) New York	$60.3M	-$1.39M	32	0.9%	Reduced
488	Cincinnati Insurance Fairfield, Ohio	$59.7M	$0	1	1.35%	Maintained
489	Harvard Management Company Boston, Massachusetts	$59.4M	-$157M	1	3.22%	Reduced
490	Granahan Investment Management Waltham, Massachusetts	$59.3M	+$2.45M	6	1.33%	Increased
491	Twin Tree Management Dallas, Texas	$59M	+$14.6M	12	0.24%	Increased
492	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$59M	+$971K	4	3.6%	Increased
493	Dorsal Capital Management Redwood City, California	$58.3M	-$11.7M	1	3.37%	Reduced
494	Williams Jones Wealth Management New York	$57.6M	+$18.4M	8	0.94%	Increased
495	GIM Growth Interface Management Orlando, Florida	$57.5M	+$1.43M	1	9.69%	Increased
496	FAM Foxhaven Asset Management Charlottesville, Virginia	$57.4M	+$49.5M	1	1.51%	New
497	Brinker Capital Investments Berwyn, Pennsylvania	$57.2M	+$14.7M	12	0.88%	Increased
498	Ruffer LLP London, United Kingdom	$57.1M	+$45.3M	1	1.94%	Increased
499	TPSF Texas Permanent School Fund Austin, Texas	$57M	-$665K	11	0.72%	Reduced
500	AE Wealth Management Topeka, Kansas	$56.9M	-$439K	18	0.64%	Reduced