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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	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$43.3M	+$43.1M	1	0.67%	Increased
602	AIA Group Hong Kong	$42.9M	-$586K	4	2.09%	Reduced
603	WesBanco Bank Wheeling, West Virginia	$42.8M	-$1.39M	9	1.87%	Reduced
604	Addenda Capital Montreal, Quebec, Canada	$42.8M	-$729K	4	1.86%	Reduced
605	Mizuho Markets Americas New York	$42.7M	+$37.6M	4	1.49%	Increased
606	CC Carlson Capital Dallas, Texas	$42.7M	+$19.1M	6	3.33%	Increased
607	EIP Easterly Investment Partners Beverly, Massachusetts	$42.6M	-$6.17M	3	4.69%	Reduced
608	ZWJ Investment Counsel Atlanta, Georgia	$42.6M	-$288K	1	2.36%	Reduced
609	Williams Jones Wealth Management New York	$42.5M	-$1.6M	7	0.65%	Reduced
610	GF Greenhouse Funds Baltimore, Maryland	$42.5M	+$22.9M	1	3.14%	Increased
611	Patient Capital Management Baltimore, Maryland	$42.4M	-$16.4M	1	2.49%	Reduced
612	DT Daniels + Tansey Wilmington, Delaware	$42.4M	+$32.9M	1	14.7%	Increased
613	Atria Investments Charlotte, North Carolina	$42.2M	+$247K	9	0.75%	Increased
614	Ethic Inc New York	$42.2M	+$5.05M	13	1.48%	Increased
615	NewEdge Wealth Pittsburgh, Pennsylvania	$42M	+$6.28M	10	1.33%	Increased
616	RIA RPG Investment Advisory Pleasanton, California	$41.9M	-$1.71M	5	7.7%	Reduced
617	Brinker Capital Investments Berwyn, Pennsylvania	$41.6M	-$1.57M	11	0.5%	Reduced
618	Orion Portfolio Solutions Omaha, Nebraska	$41.6M	-$1.57M	11	0.5%	Reduced
619	NewEdge Advisors New Orleans, Louisiana	$41.3M	+$3.9M	29	0.45%	Increased
620	Gabelli Funds Rye, New York	$41.2M	-$6.69M	7	0.33%	Reduced
621	Carnegie Investment Counsel Pepper Pike, Ohio	$41.1M	+$2.36M	7	1.58%	Increased
622	ALPS Advisors Denver, Colorado	$40.9M	-$14.4M	15	0.34%	Reduced
623	AGAM Avalon Global Asset Management San Francisco, California	$40.8M	-$484K	4	15.99%	Reduced
624	TCP ThornTree Capital Partners Boston, Massachusetts	$40.8M	+$1.02M	1	10.68%	Increased
625	Raymond James Trust St. Petersburg, Florida	$40.8M	+$2.37M	9	1.21%	Increased