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Cybersecurity
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 22, 2026 |
Touchstone Sands Capital International Growth Equity Fund Frank M. Sands
|
View | AI, Space, Defense, Energy Transition, Robotics, Cybersecurity | 6861.T, ADDTECH-B.ST, ADYEN.AS, AJINOMOTO.T, ARGX, ASML, BAJFINANCE.NS, DNP.WA, DOL.TO, EL.PA, FLUT, HDFCBANK.NS, HEXA-B.ST, III.L, MELI, NU, PME.AX, PNDORA.CO, RACE, SE, SHOP.TO, SPOT, STVG.MI, TSM, VACN.SW, WEGE3.SA | AI, defense, energy, growth, international, Robotics, Space, technology |
| 2025 Q4 | Feb 16, 2026 |
Smoak Capital Management Daniel Smoak
|
View | Value, Japan, Cybersecurity | 4441.T, DR.TO | cybersecurity, Defensive, growth, Japan, small caps, value |
| 2025 Q4 | Jan 21, 2026 | View | AI, Defense, Cybersecurity, Trade Policy | APH, COR, CRS, CYBR, EME, HUBS, IBKR, LNG, ORLY, PANW, PFGC, TPG, VEEV, VRSK | defense, energy, financials, growth, healthcare, industrials, mid cap, technology | |
| 2025 Q4 | Jan 22, 2026 |
Sands Capital Select Growth Fund Frank M. Sands
|
View | AI, Space, Defense, Energy Transition, Robotics, Cybersecurity | AMZN, APP, AVGO, CVNA, DASH, GOOGL, ICE, META, MSFT, NFLX, NU, NVDA, RARE, RBLX, SE, SHOP.TO, SPOT, SQ, TSM, V | AI, defense, energy, growth, infrastructure, Robotics, Space, technology |
| 2025 Q4 | Mar 2, 2026 |
Baron Global Opportunity Fund Alex Umansky
|
View | AI, Cloud, Semiconductors, E-commerce, Cybersecurity, Biotechnology | ADYEN, AMZN, ARGX, ASML, BILL, CPNG, CRWD, DDOG, GDS, ILMN, MELI, NET, NU, NVDA, SHOP, SNOW, SQ, TSM, WIX, ZS | AI, Cloud, E-Commerce, global, growth, innovation, semiconductors, technology |
| 2025 Q4 | Jan 21, 2026 | View | AI, Defense, Gaming, Cybersecurity, Infrastructure Spending, Biotechnology | ALL, AME, ARGX, AXON, CASY, COR, CRS, CSL, DASH, EME, HOOD, INSM, ORLY, PINS, POOL, RGEN, ROST, TPG, TTWO, VEEV | AI, consumer, financials, growth, healthcare, industrials, mid cap, technology | |
| 2025 Q4 | Jan 22, 2026 |
Sands Capital Technology Innovators Fund Frank M. Sands
|
View | AI, Space, Defense, Semiconductors, Energy Transition, Robotics, Cybersecurity | AMZN, APP, ASML, AVGO, AXON, CPNG, CVNA, DASH, DDOG, DUOL, GOOGL, IOT, MELI, META, MSFT, NFLX, NOW, NU, NVDA, PANW, PLTR, RBLX, SE, SHOP.TO, SPOT, SQ, TEAM, TSM, V | AI, defense, global, growth, innovation, Robotics, semiconductors, technology |
| 2025 Q4 | Jan 21, 2026 |
TimesSquare Capital Management U.S. Small Cap Growth Strategy Grant R. Babyak
|
View | Nuclear, Cybersecurity, Medical Devices, Specialty Retail, Biotechnology | ABVX.PA, AXGN, BOOT, CBLL, CWST, FROG, LGCE, MTSI, NAMS, NSKE, OLLI, SLNO, STVN, TTEK, UEC, WRBY | Biotechnology, consumer, energy, growth, healthcare, industrials, small caps, technology |
| 2025 Q4 | Jan 14, 2026 |
Emerald Wealth Partners – Growth Equity Strategy Thomas Küpfer
|
View | AI, China, Cloud, Semiconductors, Cybersecurity | 0700.HK, 6857.T, 8035.T, AAPL, AMZN, ASML, AVGO, AZN.L, BABA, FTNT, GOOGL, META, MSFT, NOW, NVDA, ORCL, TMO, TSM | AI, China, Cloud, cybersecurity, growth, infrastructure, semiconductors, technology |
| 2025 Q4 | Jan 22, 2026 |
Sands Capital Global Growth Fund Frank M. Sands
|
View | AI, Space, Defense, Energy Transition, Robotics, Cybersecurity | 6861.T, ADYEY, AMZN, ASML, AXON, CVNA, DOCU, DOL.TO, FLUT, GOOGL, ISRG, MELI, NET, NFLX, NOW, NVDA, SHOP.TO, SPOT, TSM, V | AI, defense, energy, global, growth, Robotics, Space, technology |
| 2025 Q4 | Jan 26, 2026 |
Brown Advisors Mid-Cap Growth strategy George Sakellaris
|
View | AI, Healthcare, Energy, Semiconductors, Data Centers, Cybersecurity | AS, AXON, CPNG, CSGP, CVNA, EFX, EXPE, FICO, HWM, INSM, IOT, MDLN, NTRA, PLTR, PSN, PSTG, RKLB, ULTA, VEEV, ZS | AI, energy, growth, healthcare, industrials, mid cap, semiconductors, technology |
| 2025 Q4 | Jan 21, 2026 |
Columbia Seligman Global Technology Fund Vimal Patel
|
View | AI, Semiconductors, Data Centers, Cybersecurity, Energy Storage | AAPL, AMAT, AVGO, BE, GOOGL, LRCX, LYFT, MRVL, MSFT, MU, NVDA, ORCL, PINS, TER, WDC, WIX | AI, Data centers, Equipment, global, growth, semiconductors, technology |
| 2025 Q3 | Oct 20, 2025 |
NZS Capital – Growth Brad Slingerlend
|
View | AI, Technology, Cybersecurity | SAIL | Artificial Intelligence, cybersecurity, Identity Governance, productivity, software |
| 2025 Q3 | Oct 28, 2025 |
Baron Discovery Fund Andrew Peck
|
View | Defense, Quality, Cybersecurity | - | cybersecurity, defense, growth, Quality, small caps |
| 2025 Q3 | Oct 24, 2025 |
Titan Asset Management Fund 1 LP Mark Bousfield
|
View | AI, Infrastructure, Cybersecurity | BIRK, INSP, KRMN, KTOS, MEG, MRCY, NTSK, PAR, PRMB, WING | Artificial Intelligence, cybersecurity, Data centers, defense, infrastructure |