Cybersecurity
This theme covers listed companies that sell security software and services as their main business. It does not include large technology companies that sell security as one product among many. Members were chosen because security is the core of what the company sells.
Companies
By tier, with the last 12 months of insider, congressional, contract and lobbying activity.
Loading…
Tiers
How much of each company the theme explains.
- Pure-play8 companies
How this list is chosen
Last reviewed Oct 27, 2026.
A listed company is included when security software or services are its main source of revenue. Membership is reviewed twice a year, in March and September, and every change is logged below.
Change log
- Oct 27, 2026CyberArk not included: its listing ended after its acquisition by Palo Alto Networks.
- Oct 27, 2026First list published with 8 companies.
The case commonly made
What supporters of the theme usually argue. Not our view.
- Supporters point to organizations continuing to spend on security as attacks and regulation increase.
- The case usually made is that security tools are hard to replace once they are built into a company's systems.
- Supporters argue that more cloud and AI use widens the area that needs protection.
Risks commonly cited
What critics and cautious investors usually raise. Not our view.
- Critics note that the sector is crowded, with large platforms competing against many specialists.
- Risks often raised include a single product failure or breach damaging a security vendor's reputation.
- Critics note that security budgets can be trimmed when customers cut technology spending.
Funds with an overlapping focus
Shown for reference. Their holdings and rules differ from this theme, and listing them is not an endorsement.
- CIBRFirst Trust NASDAQ Cybersecurity ETF
- HACKAmplify Cybersecurity ETF
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, which companies on the "Cybersecurity" list had insider buying or selling, or trades by members of Congress, in the last 90 days? Show the filings.
Using 13F.ai, compare the companies on the "Cybersecurity" list by federal contracts and lobbying spend over the last 12 months.
Using 13F.ai, which big funds added to or trimmed positions in the companies on the "Cybersecurity" list in the latest 13F quarter?
Connect your AI · Plans and the 7-day free trial (card required)
A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.