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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
676	LHC Levy Harkins & Co New York	$10.5M	-$279K	1	4.17%	Reduced
677	RJ Ronald Juvonen	$10.5M	+$412K	2	18.89%	Increased
678	Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada	$10.5M	-$673K	1	0.25%	Reduced
679	Private Management Group Irvine, California	$10.4M	-$917K	1	0.74%	Reduced
680	CAM Centre Asset Management New York	$10.4M	-$4.48M	1	1.65%	Reduced
681	CW Cobiz Wealth Denver, Colorado	$10.3M	+$3.56M	2	2.62%	Increased
682	Campbell & Co Investment Adviser Baltimore, Maryland	$10.3M	+$9.6M	5	2.02%	Increased
683	Scotia Capital Toronto, Ontario, Canada	$10.3M	+$4.18M	3	0.28%	Increased
684	TA Tiptree Advisors New York	$10.3M	+$12.7M	1	3.85%	New
685	PCP Perimeter Capital Partners Atlanta, Georgia	$10.2M	+$401K	6	1.9%	Increased
686	Howland Capital Management Boston, Massachusetts	$10.2M	+$94.4K	2	1.39%	Increased
687	J.M. Forbes & Co Boston, Massachusetts	$10.2M	+$177K	2	2.87%	Increased
688	Amica Pension Fund Board of Trustees Providence, Rhode Island	$10.1M	$0	3	1.47%	Maintained
689	Meyer Handelman Company Rye Brook, New York	$10.1M	+$1.26M	1	0.54%	Increased
690	Eagle Global Advisors Houston, Texas	$10.1M	+$20.6K	4	0.36%	Increased
691	Baldwin Wealth Partners Marion, Massachusetts	$10.1M	+$1.25M	4	1.84%	Increased
692	North Star Asset Management Neenah, Wisconsin	$10.1M	-$215K	2	1.32%	Reduced
693	PAWC P.A.W. Capital Greenwich, Connecticut	$10M	+$4.5M	3	8.48%	Increased
694	Reynders McVeigh Capital Management Boston, Massachusetts	$10M	+$446K	3	2.77%	Increased
695	QS Investors New York	$10M	-$15.3M	5	0.43%	Reduced
696	First National Bank of Omaha Omaha, Nebraska	$10M	-$552K	3	0.86%	Reduced
697	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$9.9M	+$12.1M	1	2.23%	New
698	Congress Asset Management Boston, Massachusetts	$9.9M	+$6.52M	4	0.28%	Increased
699	BTNA Bremer Trust National Association St. Cloud, Minnesota	$9.8M	+$2.03M	3	4.17%	Increased
700	NPPM North Point Portfolio Managers Orange Village, Ohio	$9.8M	-$132K	1	2.31%	Reduced