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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
576	NIM Nexus Investment Management Toronto, Ontario, Canada	$19.2M	+$50.2K	2	3.63%	Increased
577	D.A. Davidson & Co Great Falls, Montana	$19.2M	+$2.51M	17	0.6%	Increased
578	MIM Marco Investment Management Atlanta, Georgia	$19.1M	+$929K	4	2.77%	Increased
579	SEM Suncoast Equity Management Tampa, Florida	$19.1M	+$1.36M	1	7.1%	Increased
580	BAM Barrett Asset Management New York	$19M	-$128K	4	1.64%	Reduced
581	NCM Nelson Capital Management Menlo Park, California	$18.9M	+$138K	5	7.14%	Increased
582	MPM Meritage Portfolio Management Overland Park, Kansas	$18.9M	+$2.38M	3	2.14%	Increased
583	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$18.9M	+$528K	2	3.51%	Increased
584	GCP Garelick Capital Partners Boston, Massachusetts	$18.7M	+$7.89M	3	14.59%	Increased
585	Meyer Handelman Company Rye Brook, New York	$18.7M	$0	1	0.86%	Maintained
586	HIM Herald Investment Management London, United Kingdom	$18.7M	$0	7	7.94%	Maintained
587	ZDA Zweig-DiMenna Associates New York	$18.6M	+$8.82M	2	1.65%	Increased
588	Nicholas Company Milwaukee, Wisconsin	$18.6M	-$5.05M	2	0.38%	Reduced
589	Wilmington Savings Fund Society Wilmington, Delaware	$18.6M	-$2.32M	1	1.19%	Reduced
590	PP PDT Partners New York	$18.6M	+$9.46M	8	1.16%	Increased
591	Addenda Capital Montreal, Quebec, Canada	$18.6M	+$654K	3	1.62%	Increased
592	PFM Parsec Financial Management Asheville, North Carolina	$18.5M	+$131K	1	1.84%	Increased
593	SAM Skyline Asset Management Chicago, Illinois	$18.5M	+$4.18M	1	1.31%	Increased
594	HC Hourglass Capital Houston, Texas	$18.4M	+$4.77M	4	4.7%	Increased
595	Marsico Capital Management Denver, Colorado	$18.4M	-$13.7M	2	0.54%	Reduced
596	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$18.2M	+$303K	1	4%	Increased
597	HM Payson & Co Portland, Maine	$18.2M	+$1.79M	3	0.95%	Increased
598	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$18.2M	+$43.5K	2	7.1%	Increased
599	Norinchukin Bank Tokyo, Japan	$18.1M	+$774K	4	0.44%	Increased
600	Mirae Asset Global Investments Seoul, South Korea	$18.1M	-$5.83M	3	0.49%	Reduced