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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
726	ThornTree Capital Partners Boston, Massachusetts	$24.5M	+$11.8M	1	8.05%	Increased
727	Connors Investor Services Wyomissing, Pennsylvania	$24.4M	-$3.03M	3	3.04%	Reduced
728	Banque Pictet & Cie Geneva 73, Switzerland	$24.4M	-$4.36M	7	0.25%	Reduced
729	2C 272 Capital Dallas, Texas	$24.2M	+$8.4M	7	10.84%	Increased
730	AL Arnhold LLC New York	$24.2M	+$157K	2	2.96%	Increased
731	Tidal Investments Milwaukee, Wisconsin	$24.2M	+$6.98M	9	0.93%	Increased
732	SCA Snowden Capital Advisors New York	$24.1M	-$8.15M	10	1.01%	Reduced
733	Hilton Capital Management Garden City, New York	$24.1M	$0	3	3.18%	Maintained
734	Cadinha & Co Honolulu, Hawaii	$24.1M	+$23.5M	1	5.39%	Increased
735	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$24.1M	-$11.4M	10	0.42%	Reduced
736	MC Maplelane Capital New York	$24M	+$11.2M	1	2.49%	Increased
737	LWM Long Walk Management Greenwich, Connecticut	$24M	-$7.12M	1	25.82%	Reduced
738	CCPM Cooper Creek Partners Management New York	$24M	-$7.56M	2	1.98%	Reduced
739	General American Investors New York	$23.8M	$0	1	2.33%	Maintained
740	Duality Advisers Miami, Florida	$23.8M	+$8.97M	10	2.71%	Increased
741	CapWealth Advisors Franklin, Tennessee	$23.8M	+$119K	1	2.8%	Increased
742	St. James Investment Company Southlake, Texas	$23.8M	+$4.58M	1	3.58%	Increased
743	EWM Elite Wealth Management Kirkland, Washington	$23.6M	+$141K	2	2.14%	Increased
744	Sumitomo Mitsui Financial Group Tokyo, Japan	$23.6M	+$13.5M	6	0.89%	Increased
745	Tokio Marine Asset Management Tokyo, Japan	$23.6M	-$441K	10	1.84%	Reduced
746	XN LP New York	$23.4M	-$64.6M	1	4.42%	Reduced
747	Advent International Boston, Massachusetts	$23.3M	$0	1	0.27%	Maintained
748	EULAV Asset Management Sarasota, Florida	$23.3M	-$624K	5	1%	Reduced
749	MIM Marco Investment Management Atlanta, Georgia	$23.3M	+$110K	3	2.72%	Increased
750	Carnegie Investment Counsel Pepper Pike, Ohio	$23.1M	+$3.42M	7	0.99%	Increased