← All themes

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
76	Two Sigma Advisers New York	$799M	+$115M	30	2.35%	Increased
77	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$769M	+$29.1M	33	1.35%	Increased
78	Generation Investment Management London, United Kingdom	$767M	+$178M	1	4.42%	Increased
79	Mackenzie Financial Toronto Ontario, Ontario, Canada	$749M	+$12.2M	18	2.01%	Increased
80	IHG Insight Holdings Group New York	$725M	-$55.9M	1	79.36%	Reduced
81	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$723M	+$17M	3	4.52%	Increased
82	Robeco Institutional Asset Management Rotterdam, Netherlands	$720M	+$52.9M	16	2.45%	Increased
83	PNC Financial Services Group Pittsburgh, Pennsylvania	$720M	+$91.6M	33	0.96%	Increased
84	RhumbLine Advisers Boston, Massachusetts	$684M	+$46.2M	31	1.14%	Increased
85	Baillie Gifford & Co Edinburgh, United Kingdom	$665M	+$442M	4	0.51%	Increased
86	SCH Sylebra Capital (HK) Hong Kong	$660M	+$11.2M	3	20.57%	Increased
87	LSV Asset Management Chicago, Illinois	$656M	+$8.64M	5	1.36%	Increased
88	Starboard Value New York	$647M	-$62.5M	2	23.04%	Reduced
89	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$629M	-$93.5M	11	1.77%	Reduced
90	Citadel Advisors Miami, Florida	$618M	-$276M	40	0.22%	Reduced
91	TD Asset Management Toronto, Ontario, Canada	$616M	+$25.7M	15	0.88%	Increased
92	Artisan Partners Milwaukee, Wisconsin	$615M	-$5.96M	6	0.98%	Reduced
93	HSBC Holdings London, United Kingdom	$607M	-$17.5M	21	1.15%	Reduced
94	APG Asset Management Amsterdam, Netherlands	$605M	-$3.43M	15	1.1%	Reduced
95	Prudential Financial Newark, New Jersey	$603M	+$158M	25	1.15%	Increased
96	BNP Paribas Financial Markets Paris, France	$594M	+$187M	35	1.05%	Increased
97	GGHC Gilder Gagnon Howe & Co New York	$594M	+$60.3M	5	4.65%	Increased
98	Truist Financial Charlotte, North Carolina	$587M	+$34M	20	1.32%	Increased
99	Susquehanna International Group Bala Cynwyd, Pennsylvania	$572M	-$20.3M	34	0.14%	Reduced
100	Eagle Asset Management St Petersburg, Florida	$568M	-$15.6M	6	3.23%	Reduced