← 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
501	Burgundy Asset Management Toronto, Ontario, Canada	$39.9M	-$693K	1	0.39%	Reduced
502	Synovus Financial Columbus, Georgia	$39.9M	+$486K	17	0.54%	Increased
503	WIC Willis Investment Counsel Gainesville, Georgia	$39.6M	+$38.7K	1	2.56%	Increased
504	Woodline Partners San Francisco, California	$39.2M	+$39.3M	2	1.6%	New
505	Handelsbanken Fonder Stockholm, Sweden	$39.1M	-$19.9M	1	0.68%	Reduced
506	Williams Jones Wealth Management New York	$39M	+$570K	4	0.75%	Increased
507	Profund Advisors Bethesda, Maryland	$39M	+$1.88M	12	1.7%	Increased
508	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$38.8M	+$5.96M	2	2.92%	Increased
509	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$38.2M	+$557K	6	3.58%	Increased
510	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$38.2M	+$30.2M	3	5.8%	Increased
511	PTC Petrus Trust Company Dallas, Texas	$38.2M	+$2.98M	6	6.07%	Increased
512	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$38.1M	+$1.14M	1	1.19%	Increased
513	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$38.1M	-$649K	1	4.39%	Reduced
514	R.M. Davis Inc Portland, Maine	$37.9M	+$19M	5	1.24%	Increased
515	Trillium Asset Management Boston, Massachusetts	$37.7M	-$5.41M	2	1.68%	Reduced
516	ING Group Amsterdam, Netherlands	$37.3M	+$6.23M	4	1.14%	Increased
517	KBG Kahn Brothers Group New York	$37.3M	+$841K	1	4.53%	Increased
518	Ruffer LLP London, United Kingdom	$37.2M	-$667K	3	1.09%	Reduced
519	Azimuth Capital Management Bloomfield Hills, Michigan	$37M	-$2.83M	4	2.25%	Reduced
520	QAM QCI Asset Management Pittsford, New York	$36.8M	+$4.08M	3	3.19%	Increased
521	Jefferies Group New York	$36.8M	+$196K	20	0.28%	Increased
522	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$36.6M	+$8.34M	2	3.89%	Increased
523	PEAK6 Investments Chicago, Illinois	$36.4M	-$7.11M	19	0.19%	Reduced
524	Alphabet Inc Mountain View, California	$36.4M	+$1.63M	2	2.2%	Increased
525	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$36.4M	+$35.3M	1	4.57%	New