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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	GGHC Gilder Gagnon Howe & Co New York	$320M	+$1.22M	5	3.83%	Increased
127	Disciplined Growth Investors Minneapolis, Minnesota	$319M	-$9.44M	3	7.29%	Reduced
128	Bahl & Gaynor Cincinnati, Ohio	$314M	-$6.73M	4	2.73%	Reduced
129	Adage Capital Partners Boston, Massachusetts	$313M	+$44.3M	7	0.94%	Increased
130	Bank of Nova Scotia Toronto, Ontario, Canada	$311M	-$24.1M	13	1.07%	Reduced
131	BNP Paribas Financial Markets Paris, France	$308M	+$17.9M	34	0.63%	Increased
132	Man Group London, United Kingdom	$307M	-$75.4M	21	1.99%	Reduced
133	TimesSquare Capital Management New York	$306M	+$10.7M	6	3.65%	Increased
134	Ensign Peak Advisors Salt Lake City, Utah	$301M	-$13.2M	21	1.01%	Reduced
135	Baird Financial Group Milwaukee, Wisconsin	$299M	-$10.1M	14	1.36%	Reduced
136	CCM Cadian Capital Management New York	$299M	-$30.4M	3	14.69%	Reduced
137	EARNEST Partners Atlanta, Georgia	$282M	-$394K	14	3.17%	Reduced
138	US Bancorp Minneapolis, Minnesota	$281M	-$1.52M	35	0.88%	Reduced
139	Ninety One (UK) London, United Kingdom	$277M	-$10.8M	1	1.16%	Reduced
140	Luther King Capital Management (LKCM) Fort Worth, Texas	$274M	+$6.64M	9	2.38%	Increased
141	Aperio Group Sausalito, California	$274M	+$24.2M	21	1.21%	Increased
142	SEI Investments Oaks, Pennsylvania	$272M	+$27.9M	28	1%	Increased
143	Fiera Capital (Canada) Montreal, Quebec, Canada	$271M	-$932K	11	1.13%	Reduced
144	Harris Associates Chicago, Illinois	$263M	-$4.99M	2	0.73%	Reduced
145	Congress Asset Management Boston, Massachusetts	$262M	+$22.9M	8	3.99%	Increased
146	Aberdeen Group Edinburgh, United Kingdom	$260M	+$31.6M	13	0.83%	Increased
147	Boston Partners Boston, Massachusetts	$259M	-$210M	7	0.51%	Reduced
148	Wellcome Trust London, United Kingdom	$256M	$0	1	4.57%	Maintained
149	BNP Paribas Asset Management Paris, France	$255M	+$9.82M	11	2.17%	Increased
150	Carillon Tower Advisers St. Petersburg, Florida	$255M	+$19.6M	7	2.5%	Increased