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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
601	STB S&T Bank Indiana, Pennsylvania	$25.2M	+$4.05M	3	4.48%	Increased
602	NPA Nichols & Pratt Advisers Boston, Massachusetts	$25.1M	+$330K	1	2.28%	Increased
603	CCM Compass Capital Management Minneapolis, Minnesota	$25M	+$1.58M	1	3.74%	Increased
604	Meitav Investment House Bene-Beraq, Israel	$25M	-$6.84M	13	1.27%	Reduced
605	PP Paloma Partners Greenwich, Connecticut	$24.8M	-$15.4M	13	0.39%	Reduced
606	Shelton Capital Management Denver, Colorado	$24.8M	+$659K	6	1.62%	Increased
607	Ninety One (UK) London, United Kingdom	$24.7M	-$9.4M	2	0.13%	Reduced
608	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$24.7M	-$1.86M	2	1.93%	Reduced
609	Riverbridge Partners Minneapolis, Minnesota	$24.7M	-$588K	1	0.45%	Reduced
610	Bailard Foster City, California	$24.6M	+$84.7K	5	1.57%	Increased
611	Colony Group Boston, Massachusetts	$24.4M	-$4.56M	3	1.33%	Reduced
612	Pacer Advisors Malvern, Pennsylvania	$24.4M	+$4.89M	7	1.35%	Increased
613	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$24.3M	-$4.02M	1	4.83%	Reduced
614	PWAM Park West Asset Management San Francisco, California	$24.3M	+$22.1M	1	1.08%	New
615	SW SVB Wealth Boston, Massachusetts	$24.2M	-$4.92K	6	0.93%	Reduced
616	Glenview Trust Louisville, Kentucky	$24.1M	-$1M	1	1.66%	Reduced
617	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$24M	-$5.03M	3	2%	Reduced
618	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$23.9M	+$26.8M	1	15.67%	New
619	Group One Trading Chicago, Illinois	$23.8M	-$24M	18	0.24%	Reduced
620	HI Honeywell International Charlotte, North Carolina	$23.7M	-$14.7M	1	1.38%	Reduced
621	DJSG D.J. St. Germain Springfield, Massachusetts	$23.7M	-$983K	2	2.99%	Reduced
622	First Manhattan New York	$23.5M	-$755K	11	0.13%	Reduced
623	Beck Mack & Oliver New York	$23.5M	+$409K	2	0.79%	Increased
624	Addenda Capital Montreal, Quebec, Canada	$23.4M	+$20.8K	3	1.76%	Increased
625	MAP Managed Asset Portfolios Rochester, Michigan	$23.4M	+$28.4K	1	7.52%	Increased