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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
151	Prudential plc London, England, United Kingdom	$231M	+$77.6M	2	0.88%	Increased
152	Thrivent Financial for Lutherans Minneapolis, Minnesota	$230M	+$11.3M	10	1.27%	Increased
153	Letko, Brosseau & Associates Montreal, Quebec, Canada	$230M	-$1.99M	2	2.1%	Reduced
154	Numeric Investors Boston, Massachusetts	$228M	+$44M	7	2.62%	Increased
155	Putnam Investments Boston, Massachusetts	$224M	-$6.92M	10	0.45%	Reduced
156	Credit Agricole Montrouge Cedex, France	$219M	-$32.3M	11	1.03%	Reduced
157	ORI Oak Ridge Investments Chicago, Illinois	$218M	+$11.7M	3	4.63%	Increased
158	Polar Capital London, United Kingdom	$218M	-$32.2M	12	4.19%	Reduced
159	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$216M	-$38M	5	1.96%	Reduced
160	Alyeska Investment Group Chicago, Illinois	$214M	+$130M	9	2.42%	Increased
161	GGHC Gilder Gagnon Howe & Co New York	$203M	+$37.8M	6	2.67%	Increased
162	National Rural Electric Cooperative Association Arlington, Virginia	$201M	$0	2	3.32%	Maintained
163	Comerica Bank Dallas, Texas	$197M	+$99.5M	14	0.84%	Increased
164	Winslow Capital Management Minneapolis, Minnesota	$192M	+$6.43M	1	0.64%	Increased
165	Wellcome Trust London, United Kingdom	$187M	$0	1	3.78%	Maintained
166	Two Sigma Advisers New York	$183M	+$20.3M	11	1.36%	Increased
167	Raymond James & Associates St Petersburg, Florida	$183M	+$29.2M	17	0.7%	Increased
168	Seizert Capital Partners Birmingham, Michigan	$183M	-$21.4M	3	4.66%	Reduced
169	PGGM Investments Zeist, Netherlands	$182M	+$15.8M	4	0.95%	Increased
170	Diamond Hill Capital Management Columbus, Ohio	$181M	-$1.45M	1	1.2%	Reduced
171	Harding Loevner Bridgewater, New Jersey	$179M	+$5.49M	1	1.26%	Increased
172	Cornerstone Investment Partners Atlanta, Georgia	$177M	-$45.4M	1	4.18%	Reduced
173	Baird Financial Group Milwaukee, Wisconsin	$173M	+$173M	10	1.71%	New
174	Perkins Investment Management Chicago, Illinois	$172M	+$4.82M	4	1.96%	Increased
175	Jupiter Asset Management London, United Kingdom	$172M	+$10.1M	1	6.03%	Increased