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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
201	SEI Investments Oaks, Pennsylvania	$142M	+$12.9M	15	0.88%	Increased
202	Numeric Investors Boston, Massachusetts	$142M	+$53.1M	9	1.5%	Increased
203	British Columbia Investment Management Victoria, British Columbia, Canada	$141M	+$2.85M	10	1.33%	Increased
204	ORI Oak Ridge Investments Chicago, Illinois	$141M	+$16.4M	2	3.55%	Increased
205	Thomaspartners Boston, Massachusetts	$139M	+$3.99M	1	2%	Increased
206	I.G. Investment Management Winnipeg, Manitoba, Canada	$139M	-$32.8M	7	0.56%	Reduced
207	Lyrical Asset Management New York	$138M	+$30M	1	3.01%	Increased
208	FC Fairpointe Capital Chicago, Illinois	$136M	-$26.4M	2	2.83%	Reduced
209	Los Angeles Capital Management Los Angeles, California	$136M	+$56.6M	7	1.22%	Increased
210	Kornitzer Capital Management Shawnee Mission, Kansas	$135M	+$10.2M	6	2.32%	Increased
211	Baird Financial Group Milwaukee, Wisconsin	$134M	-$9.16M	7	1.28%	Reduced
212	ACI AMP Capital Investors Sydney, Australia	$132M	+$2.13M	10	0.89%	Increased
213	Winton Group London, United Kingdom	$132M	-$17.6M	3	1.43%	Reduced
214	US Bancorp Minneapolis, Minnesota	$131M	+$6.39M	22	0.52%	Increased
215	Luther King Capital Management (LKCM) Fort Worth, Texas	$131M	-$2.97M	5	1.3%	Reduced
216	Miller Howard Investments Kingston, New York	$129M	-$4.61M	1	2.4%	Reduced
217	Gateway Investment Advisers Cincinnati, Ohio	$129M	-$12.3M	6	1.12%	Reduced
218	Columbia Wanger Asset Management Chicago, Illinois	$128M	+$38.1M	2	1.38%	Increased
219	Silvercrest Asset Management New York	$126M	+$9.13M	5	1.74%	Increased
220	Guardian Capital (Canada) Toronto, Ontario, Canada	$124M	+$23.8M	2	2.09%	Increased
221	BAMCO Inc New York	$124M	-$14.4M	5	0.66%	Reduced
222	M&T Bank Buffalo, New York	$124M	-$301K	10	0.84%	Reduced
223	TCMV Technology Crossover Management VII Menlo Park, California	$123M	$0	1	7.5%	Maintained
224	Eventide Asset Management Boston, Massachusetts	$121M	-$4.96M	3	6.78%	Reduced
225	Natixis Advisors Boston, Massachusetts	$121M	+$25.4M	8	1.81%	Increased