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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	BNP Paribas Financial Markets Paris, France	$250M	+$140M	25	0.66%	Increased
152	PGGM Investments Zeist, Netherlands	$245M	-$15.3M	4	1.27%	Reduced
153	Eagle Asset Management St Petersburg, Florida	$244M	+$1.03M	9	1.53%	Increased
154	Homestead Advisers Arlington, Virginia	$242M	-$3.12M	2	3.87%	Reduced
155	STRS Ohio Columbus, Ohio	$241M	-$6.44M	15	1.04%	Reduced
156	Glenmede Trust Philadelphia, Pennsylvania	$238M	-$1.28M	18	1.14%	Reduced
157	SCM Shapiro Capital Management Atlanta, Georgia	$238M	+$34.5M	2	5.7%	Increased
158	PIM Platinum Investment Management Sydney Australia 2000, Australia	$236M	-$9.84M	1	6.54%	Reduced
159	Alyeska Investment Group Chicago, Illinois	$236M	-$89.2M	6	1.92%	Reduced
160	State of New Jersey Common Pension Fund D Trenton, New Jersey	$234M	-$1.52M	9	0.98%	Reduced
161	Orbis Allan Gray Hamilton, Bermuda	$232M	+$56.4M	1	1.59%	Increased
162	Wellcome Trust London, United Kingdom	$230M	$0	1	4.14%	Maintained
163	CI Investments Inc Toronto, Ontario, Canada	$229M	-$2.32M	3	2.6%	Reduced
164	Bahl & Gaynor Cincinnati, Ohio	$224M	+$5.08M	2	2.58%	Increased
165	NSCM New South Capital Management Memphis, Tennessee	$224M	-$8.96M	1	5.2%	Reduced
166	HP Hound Partners New York	$222M	+$686K	1	5.63%	Increased
167	Letko, Brosseau & Associates Montreal, Quebec, Canada	$218M	-$6.86M	2	2.04%	Reduced
168	TimesSquare Capital Management New York	$216M	+$16.6M	2	1.4%	Increased
169	IHG Insight Holdings Group New York	$213M	$0	1	89.41%	Maintained
170	Two Sigma Investments New York	$210M	-$308M	18	0.71%	Reduced
171	Silvercrest Asset Management New York	$208M	+$14.7M	4	2.23%	Increased
172	Thomaspartners Boston, Massachusetts	$207M	+$14M	1	1.91%	Increased
173	SEI Investments Oaks, Pennsylvania	$206M	-$20.1M	16	0.9%	Reduced
174	Findlay Park Partners London, United Kingdom	$206M	+$87.1M	2	2.19%	Increased
175	1832 Asset Management Toronto, Ontario, Canada	$204M	+$14M	10	0.73%	Increased