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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
126	IHG Insight Holdings Group New York	$337M	$0	1	65.8%	Maintained
127	Panagora Asset Management Boston, Massachusetts	$330M	+$52.9M	20	1.3%	Increased
128	Robeco Institutional Asset Management Rotterdam, Netherlands	$328M	+$115M	12	1.54%	Increased
129	First Pacific Advisors El Segundo, California	$324M	-$284M	1	2.47%	Reduced
130	Elliott Management New York	$321M	+$228M	3	1.81%	Increased
131	Jupiter Asset Management London, United Kingdom	$314M	-$58M	2	9.55%	Reduced
132	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$311M	-$51.7M	1	1.9%	Reduced
133	Disciplined Growth Investors Minneapolis, Minnesota	$311M	-$8.49M	3	6.11%	Reduced
134	JSP Jackson Square Partners Larkspur, California	$300M	-$89.7M	2	1.5%	Reduced
135	Eagle Asset Management St Petersburg, Florida	$299M	+$12.5M	6	1.63%	Increased
136	1832 Asset Management Toronto, Ontario, Canada	$294M	+$39.5M	8	1.08%	Increased
137	Bahl & Gaynor Cincinnati, Ohio	$286M	-$20M	2	3.15%	Reduced
138	Homestead Advisers Arlington, Virginia	$284M	$0	2	4.26%	Maintained
139	Thomaspartners Boston, Massachusetts	$282M	-$3.72M	1	2.07%	Reduced
140	SCM Shapiro Capital Management Atlanta, Georgia	$281M	-$7.56M	1	6.59%	Reduced
141	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$281M	+$17.7M	3	26.59%	Increased
142	Wellcome Trust London, United Kingdom	$279M	-$12.7M	1	4.19%	Reduced
143	TimesSquare Capital Management New York	$274M	-$9.91M	2	1.87%	Reduced
144	PGGM Investments Zeist, Netherlands	$274M	+$18.3M	3	1.55%	Increased
145	Sterling Capital Management Charlotte, North Carolina	$268M	-$24.8M	6	2.52%	Reduced
146	Arrowstreet Capital Boston, Massachusetts	$265M	+$77.5M	18	0.61%	Increased
147	Glenmede Trust Philadelphia, Pennsylvania	$264M	$0	19	1.1%	Maintained
148	SEI Investments Oaks, Pennsylvania	$263M	+$186K	21	1.01%	Increased
149	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$257M	+$189M	1	3.87%	Increased
150	Korea Investment Corp Seoul, South Korea	$256M	+$8.48M	10	1.19%	Increased