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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
626	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$33.4M	-$593K	2	3.34%	Reduced
627	2 2Xideas Kusnacht, Switzerland	$33.4M	+$784K	2	3.53%	Increased
628	WPC Waters Parkerson & Co New Orleans, Louisiana	$33.3M	-$268K	2	2.01%	Reduced
629	ST Sabal Trust St. Petersburg, Florida	$33.2M	+$84.1K	1	2.26%	Increased
630	AP Atwood & Palmer Kansas City, Missouri	$32.9M	+$487K	3	2.97%	Increased
631	MPM Meritage Portfolio Management Overland Park, Kansas	$32.6M	+$1.14M	4	2.55%	Increased
632	Chartwell Investment Partners Berywn, Pennsylvania	$32.4M	-$2.76M	6	1.28%	Reduced
633	Moran Wealth Management Naples, Florida	$32.4M	+$33M	2	1.23%	New
634	Beacon Pointe Advisors Newport Beach, California	$32.1M	+$274K	8	0.62%	Increased
635	Badgley Phelps Wealth Managers Seattle, Washington	$32M	+$223K	2	1.28%	Increased
636	IAM Iridian Asset Management Westport, Connecticut	$32M	-$2.84M	2	3.08%	Reduced
637	CMG Cavalry Management Group San Francisco, California	$31.9M	-$57.8M	3	12.88%	Reduced
638	Raymond James Trust St. Petersburg, Florida	$31.9M	+$313K	8	1.07%	Increased
639	Grimes & Company Westborough, Massachusetts	$31.9M	+$8.1M	3	1.35%	Increased
640	Maryland State Retirement & Pension System Baltimore, Maryland	$31.7M	+$11.9M	16	0.93%	Increased
641	RC Randolph Company Cincinnati, Ohio	$31.7M	+$103K	3	4.85%	Increased
642	MAMU Marathon Asset Management (UK) London, United Kingdom	$31.5M	-$1.34M	1	0.85%	Reduced
643	WesBanco Bank Wheeling, West Virginia	$31.4M	+$11.3M	10	1.4%	Increased
644	Bridges Investment Management Omaha, Nebraska	$31.3M	-$1.86M	2	1.15%	Reduced
645	Rokos Capital Management (UK) London, United Kingdom	$31.1M	-$52.4M	3	1.36%	Reduced
646	MAP Managed Asset Portfolios Rochester, Michigan	$31.1M	-$77.1K	1	4.86%	Reduced
647	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$30.9M	-$1.43M	4	4.83%	Reduced
648	SCA Southpoint Capital Advisors New York	$30.7M	+$25.6M	1	0.79%	New
649	Czech National Bank Prague, Czech Republic	$30.6M	-$37.3K	5	0.81%	Reduced
650	NIM Nexus Investment Management Toronto, Ontario, Canada	$30.4M	+$1.28M	2	3.43%	Increased