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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
901	Johnson Investment Counsel Cincinnati, Ohio	$39.3M	+$140K	7	0.29%	Increased
902	Bearing Point Capital Bloomington, Minnesota	$39.2M	+$936K	3	5.29%	Increased
903	Capital Wealth Planning Naples, Florida	$39.1M	+$132K	2	0.2%	Increased
904	GAMCO Investors Greenwich, Connecticut	$39.1M	-$2.06M	6	0.35%	Reduced
905	SAI Systematic Alpha Investments Princeton, New Jersey	$39M	$0	3	1.05%	Maintained
906	Once Capital Management New York	$38.9M	$0	1	3.19%	Maintained
907	Jackson Square Capital San Francisco, California	$38.8M	+$8.01M	5	5.4%	Increased
908	Conning Inc Hartford, Connecticut	$38.8M	-$18.6M	4	1.16%	Reduced
909	Sienna Gestion Paris, France	$38.7M	-$17.9M	4	2.27%	Reduced
910	Country Trust Bank Bloomington, Illinois	$38.6M	-$6.71M	4	0.68%	Reduced
911	MCM McRae Capital Management Morristown, New Jersey	$38.5M	-$386K	3	7.58%	Reduced
912	Summit Partners Public Asset Management Boston, Massachusetts	$38.2M	-$82.4M	1	0.67%	Reduced
913	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$38.1M	+$23.4M	3	4.71%	Increased
914	Herald Investment Management London, United Kingdom	$38.1M	-$11.9M	5	5.17%	Reduced
915	ET Entropy Technologies New York	$38M	+$21.9M	15	1.51%	Increased
916	Leonteq Securities AG Zurich, Switzerland	$38M	-$5.55M	22	1.31%	Reduced
917	Cambiar Investors Denver, Colorado	$38M	+$33.8M	1	1.65%	New
918	Sound Income Strategies Ft Lauderdale, Florida	$37.9M	-$8.44M	7	1.7%	Reduced
919	Bleakley Financial Group Fairfield, New Jersey	$37.9M	+$3.68M	11	0.48%	Increased
920	Meiji Yasuda Asset Management Tokyo, Japan	$37.8M	-$586K	8	1.7%	Reduced
921	Associated Banc-Corp Green Bay, Wisconsin	$37.6M	-$328K	3	0.89%	Reduced
922	Clifford Capital Partners Alpine, Utah	$37.5M	+$1.9M	1	5.16%	Increased
923	Mangrove Partners Greenwich, Connecticut	$37.4M	+$13.9M	4	2.46%	Increased
924	North Dakota State Investment Board Bismarck, North Dakota	$37.4M	+$1.54M	12	1.52%	Increased
925	Centiva Capital New York	$37.4M	+$6.68M	16	0.33%	Increased