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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
526	TAM THB Asset Management Norwalk, Connecticut	$18M	+$8.96M	2	1.12%	Increased
527	Wilmington Savings Fund Society Wilmington, Delaware	$18M	+$107K	1	1.11%	Increased
528	SCM SKBA Capital Management San Francisco, California	$17.9M	-$1.82M	1	2.17%	Reduced
529	CCM Cadence Capital Management Boston, Massachusetts	$17.9M	+$5.17M	2	0.61%	Increased
530	NIM Northeast Investment Management Boston, Massachusetts	$17.9M	+$520K	2	2.17%	Increased
531	Marshall Wace North America New York	$17.8M	-$1.81M	10	0.55%	Reduced
532	TH Timber Hill Greenwich, Connecticut	$17.7M	+$16.1M	4	0.06%	Increased
533	BA Broadview Advisors Milwaukee, Wisconsin	$17.7M	-$1.71M	3	2.05%	Reduced
534	City National Bank Beverly Hills, Delaware	$17.7M	+$13.8M	2	0.31%	Increased
535	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$17.6M	+$4.56M	2	0.52%	Increased
536	AIA Affinity Investment Advisors Newport Beach, California	$17.5M	-$7.23M	1	2.27%	Reduced
537	QIM Quest Investment Management Lake Oswego, Oregon	$17.3M	+$17.5M	2	1.48%	Increased
538	Oppenheimer & Co New York	$17.3M	-$237K	6	0.61%	Reduced
539	AP Atwood & Palmer Kansas City, Missouri	$17.3M	-$100K	1	4.77%	Reduced
540	Mawer Investment Management Calgary, Alberta, Canada	$17.3M	+$227K	1	0.28%	Increased
541	QAM QCI Asset Management Pittsford, New York	$17.2M	+$4.11M	5	3.09%	Increased
542	SL Summitry LLC Foster City, California	$17.1M	-$7.61M	1	2.6%	Reduced
543	Heritage Investors Management Corp Bethesda, Maryland	$17M	-$165K	1	1.61%	Reduced
544	Park National Corp Newark, Ohio	$17M	+$514K	1	1.3%	Increased
545	Silvercrest Asset Management New York	$17M	+$110K	2	0.33%	Increased
546	CCM Chautauqua Capital Management Boulder, Colorado	$17M	+$13.8M	1	3.99%	Increased
547	SRFM Shannon River Fund Management New York	$16.9M	+$17.8M	1	1.16%	New
548	SCM Sandler Capital Management New York	$16.8M	-$44.4M	3	0.53%	Reduced
549	HIM Herald Investment Management London, United Kingdom	$16.8M	-$674K	6	7.27%	Reduced
550	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$16.7M	+$46.1K	1	2.83%	Increased