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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
176	TimesSquare Capital Management New York	$155M	+$82.8M	1	0.81%	Increased
177	Waddell & Reed Financial Overland Park, Kansas	$154M	-$980M	2	0.23%	Reduced
178	CIBC Asset Management Toronto, Ontario, Canada	$154M	-$5.25M	10	0.91%	Reduced
179	ValueAct Holdings San Francisco, California	$152M	+$162M	1	1.14%	New
180	PGGM Investments Zeist, Netherlands	$150M	-$43.3M	3	0.78%	Reduced
181	Wellcome Trust London, United Kingdom	$145M	$0	1	3.56%	Maintained
182	Brown Advisory Baltimore, Maryland	$144M	+$9.42M	6	0.46%	Increased
183	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$142M	-$9.29M	3	3.85%	Reduced
184	Columbia Wanger Asset Management Chicago, Illinois	$142M	+$46.8M	2	0.56%	Increased
185	Polar Capital London, United Kingdom	$141M	+$18.1M	11	3.23%	Increased
186	Luther King Capital Management (LKCM) Fort Worth, Texas	$139M	-$138K	5	1.13%	Reduced
187	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$138M	+$1.16M	6	0.48%	Increased
188	Commerzbank Aktiengesellschaft Frankfurt, Germany	$137M	-$16.6M	7	0.59%	Reduced
189	Royce & Associates New York	$136M	-$9.41M	7	0.4%	Reduced
190	OMERS Administration Corp Toronto, Ontario, Canada	$136M	-$18.9M	2	4.38%	Reduced
191	Kornitzer Capital Management Shawnee Mission, Kansas	$134M	-$11.6M	5	1.42%	Reduced
192	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$134M	+$66M	2	1.61%	Increased
193	John W. Bristol & Co New York	$134M	-$2.06M	1	2.34%	Reduced
194	Gateway Investment Advisers Cincinnati, Ohio	$134M	-$4.65M	4	1.08%	Reduced
195	Retirement Systems of Alabama Montgomery, Alabama	$133M	+$5.82M	7	0.77%	Increased
196	SFM Systematic Financial Management Teaneck, New Jersey	$132M	+$125M	4	0.91%	Increased
197	Pictet Asset Management (UK) London, United Kingdom	$130M	+$14.8M	9	0.65%	Increased
198	NIMC NWQ Investment Management Company Los Angeles, California	$130M	-$7.73M	1	1.13%	Reduced
199	NCGI Next Century Growth Investors Plymouth, Minnesota	$129M	+$4.11M	7	3.84%	Increased
200	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$128M	-$72.1M	1	2.34%	Reduced