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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
651	3NC 300 North Capital Pasadena, California	$16.1M	-$1.23M	2	3.53%	Reduced
652	SFP Santa Fe Partners Santa Fe, New Mexico	$16M	+$1.57M	9	1.94%	Increased
653	UFF USA Financial Formulas Ada, Michigan	$16M	-$1.46M	3	5.21%	Reduced
654	AP Atwood & Palmer Kansas City, Missouri	$16M	+$3.92M	3	2.85%	Increased
655	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$15.9M	+$464K	6	0.49%	Increased
656	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$15.9M	-$787K	9	0.76%	Reduced
657	CCT Country Club Trust Kansas City, Missouri	$15.8M	-$957K	1	2.23%	Reduced
658	NPA Nichols & Pratt Advisers Boston, Massachusetts	$15.8M	-$35.7K	1	1.44%	Reduced
659	AC AFAM Capital Austin, Texas	$15.7M	+$51K	2	2.03%	Increased
660	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$15.7M	+$12.4M	6	1.75%	Increased
661	KLWA Kelly Lawrence W & Associates Pasadens, California	$15.6M	+$10.1M	2	3.37%	Increased
662	Veritable Wilmington, Delaware	$15.6M	-$1.8M	8	0.33%	Reduced
663	LCM Logan Capital Management Newtown Square, Pennsylvania	$15.5M	-$403K	2	1.09%	Reduced
664	CCT Chemung Canal Trust Elmira, New York	$15.4M	+$309K	2	3.16%	Increased
665	PRA Parametric Risk Advisors Westport, Connecticut	$15.4M	-$70.4K	2	1.04%	Reduced
666	ACM American Capital Management New York	$15.4M	+$1.83M	3	1.51%	Increased
667	Stephens Inc Little Rock, Arkansas	$15.3M	+$3.75M	12	0.7%	Increased
668	Baker Avenue Asset Management San Francisco, California	$15.3M	+$1.48M	4	2.03%	Increased
669	GIM Goelzer Investment Management Carmel, Indiana	$15.3M	+$1.92M	3	2.31%	Increased
670	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$15.2M	+$122K	1	2.55%	Increased
671	Kennedy Capital Management St Louis, Missouri	$15.2M	+$14M	3	0.27%	Increased
672	KMC Kirr Marbach & Co Columbus, Indiana	$15.2M	-$42.2K	1	2.72%	Reduced
673	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$15.2M	+$217K	2	2.84%	Increased
674	Spot Trading Chicago, Illinois	$15.1M	-$4.9M	8	0.15%	Reduced
675	Marsico Capital Management Denver, Colorado	$15.1M	+$5.5M	1	0.13%	Increased