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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	Natixis Paris, France	$221M	+$93.8M	12	1.63%	Increased
202	PGGM Investments Zeist, Netherlands	$219M	+$36.6M	5	1.14%	Increased
203	SCM Spyglass Capital Management San Francisco, California	$218M	+$30.6M	2	10.06%	Increased
204	Farallon Capital Management San Francisco, California	$217M	+$8.93M	1	1.5%	Increased
205	1832 Asset Management Toronto, Ontario, Canada	$217M	-$46.9M	11	0.57%	Reduced
206	Point72 Asset Management Stamford, Connecticut	$216M	-$247M	13	1.1%	Reduced
207	Stephens Investment Management Group Houston, Texas	$214M	-$4.44M	9	3.79%	Reduced
208	STRS Ohio Columbus, Ohio	$214M	+$14.6M	29	0.9%	Increased
209	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$214M	$0	1	12.07%	Maintained
210	BAMCO Inc New York	$211M	+$11.9M	8	0.65%	Increased
211	TBC Tweedy, Browne Co Stamford, Connecticut	$211M	-$2.87M	1	8.18%	Reduced
212	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$210M	+$20.5M	14	0.52%	Increased
213	SEP Soma Equity Partners San Francisco, California	$210M	-$115M	1	6.71%	Reduced
214	ProShare Advisors Bethesda, Maryland	$207M	+$28.4M	24	0.96%	Increased
215	MN Services Vermogensbeheer The Hague, Netherlands	$203M	-$6.4M	7	1.6%	Reduced
216	AGA Altrinsic Global Advisors Stamford, Connecticut	$200M	+$24M	2	8.2%	Increased
217	DF Dent & Co Baltimore, Maryland	$198M	+$12M	5	2.67%	Increased
218	Aviva London, United Kingdom	$198M	+$19.7M	17	1.17%	Increased
219	Epoch Investment Partners New York	$195M	-$25.6M	5	0.97%	Reduced
220	Zevenbergen Capital Investments Edmonds, Washington	$193M	+$3.17M	1	3.87%	Increased
221	Altimeter Capital Management Boston, Massachusetts	$192M	+$16.9M	2	3.24%	Increased
222	HCM HMI Capital Management San Francisco, California	$190M	+$93.7M	1	7.88%	Increased
223	DZ Bank Frankfurt Am Main, Germany	$189M	+$39.5M	8	0.45%	Increased
224	Fred Alger Management New York	$188M	-$56.3M	9	0.55%	Reduced
225	HighTower Advisors Chicago, Illinois	$187M	+$22.8M	21	0.9%	Increased