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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	First Financial Bankshares Abilene, Texas	$80.7M	+$929K	4	1.66%	Increased
527	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$80.7M	-$14.9K	22	3.02%	Reduced
528	TCM Topline Capital Management Santa Monica, California	$80.3M	+$8.11M	4	13.81%	Increased
529	Groupe la Francaise Paris, France	$79.9M	+$13.9M	21	1.08%	Increased
530	CCM Compass Capital Management Minneapolis, Minnesota	$79.5M	-$234K	3	4.21%	Reduced
531	Seizert Capital Partners Birmingham, Michigan	$79.4M	-$1.87M	6	3.44%	Reduced
532	Burney Company Reston, Virginia	$79.4M	+$715K	12	2.53%	Increased
533	Wealthfront Advisers Palo Alto, California	$79M	+$4.97M	13	0.19%	Increased
534	Stephens Inc Little Rock, Arkansas	$78.9M	-$8.42M	10	1.01%	Reduced
535	OFI Invest Asset Management Paris, France	$78.1M	+$22.4M	7	1.64%	Increased
536	F FIFTHDELTA London, United Kingdom	$77.4M	+$48.8M	1	24.19%	Increased
537	HC Henshaw Capital Woburn, Massachusetts	$77.3M	-$1.36M	4	2.88%	Reduced
538	ExodusPoint Capital Management New York	$76.7M	+$17.3M	13	0.78%	Increased
539	Harvest Portfolios Group Oakville, Ontario, Canada	$76M	+$722K	2	1.4%	Increased
540	QPBE Quintet Private Bank (Europe) Luxembourg	$75.9M	-$25.9K	3	4.25%	Reduced
541	Walleye Capital New York	$75.4M	-$67.6M	24	0.28%	Reduced
542	Kovitz Investment Group Partners Chicago, Illinois	$75.3M	+$4.4M	12	0.29%	Increased
543	Dai-ichi Life Insurance Company Tokyo, Japan	$75M	+$2.06M	11	1.88%	Increased
544	Atlantic Union Bankshares Glen Allen, Virginia	$75M	+$9.46M	19	1.41%	Increased
545	WIC Willis Investment Counsel Gainesville, Georgia	$74.6M	+$5.87M	3	4.08%	Increased
546	Jump Financial Chicago, Illinois	$74.5M	-$91.4M	19	0.89%	Reduced
547	Advisory Services Network Atlanta, Georgia	$74.5M	+$420K	34	1.09%	Increased
548	Welch Group Birmingham, Alabama	$74.3M	+$8.17M	3	2.9%	Increased
549	Martingale Asset Management Boston, Massachusetts	$74.2M	+$1.57M	9	1.87%	Increased
550	Jain Global New York	$74.1M	-$28.1M	10	0.35%	Reduced