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AI & Technology Thematic basket

Cybersecurity

Security budgets are the least discretionary line in enterprise IT, and AI raises both the threat surface and the product opportunity. Small by S&P 500 construction — most pure plays live outside the index — so treat it as a signal of the complex, not full coverage.

14 stocks · FW 3000 universeEqual-weighted · monthly rebalance2026-09-04 · close
1 day-0.8%basket return
20 days-1.5%basket return
20 days vs FW 3000-1.1%relative return
Year to date+47.0%basket return

Performance

Follow the theme against the wider market.

-3.8%+7.6%+19.0%+30.5%+41.9%2026-06-102026-09-04
CybersecurityFW 3000

Series before each basket's creation date are a backtest of the membership as of creation; live tracking starts at creation.

Return1 day5 days20 days60 daysMTDYTD1 year
Basket-0.8%-3.8%-1.5%+26.7%-5.5%+47.0%+38.9%
vs FW 3000-0.4%-4.1%-1.1%+19.2%-6.0%+29.7%+16.7%

Inside the basket · 14 stocks

Current members and the reasoning behind each inclusion. Returns are for individual stocks.

Why it’s includedAdded
OKTAIdentity and access management+0.1%+2.6%+15.0%+97.3%2026-06-11
VRNSData security posture management-0.9%+4.9%+5.9%+40.5%2026-06-11
GENConsumer security annuity-2.2%-1.2%+5.5%+14.4%2026-06-11
RBRKCyber-resilience and backup security (Rubrik)+1.7%+0.7%+4.0%+22.5%2026-06-11
ZSZero-trust network security pure play-4.5%-7.8%+0.7%-24.5%2026-06-11
CRWDEndpoint/XDR share gainer-0.9%-2.4%-0.6%+81.8%2026-06-11
FTNTFirewall + SASE installed base-0.0%-5.8%-2.1%+96.8%2026-06-11
AKAMEdge security pivot-1.2%-2.1%-4.8%+20.6%2026-06-11
TENBVulnerability and exposure management-0.7%-9.1%-5.9%+45.6%2026-06-11
QLYSVulnerability management; debt-free model-1.5%-8.2%-6.4%+29.2%2026-06-11
SAI-native endpoint security (SentinelOne)+0.4%-7.7%-7.1%+32.5%2026-06-11
NETEdge security and zero-trust network-2.0%-7.0%-7.1%+41.5%2026-06-11
PANWPlatform consolidation leader+0.4%-10.3%-8.4%+80.9%2026-06-11
CSCOSplunk + security networking attach+0.5%-0.7%-10.1%+43.8%2026-06-11

Partial price histories: RBRK from 2024-04-25, S from 2021-06-30.

How this basket is built

Equal-weighted, monthly-rebalanced, buy-and-hold between rebalances; dated membership changes take effect same-day.

Tracked since 2026-06-11. Membership decisions are documented below.

Read the methodology →

Reading the returns

Basket returns include dividends. “vs FW 3000” compares the basket’s compounded growth with the benchmark’s. Green means positive; red means negative.

Cross-checked against CIBR. Daily return correlation: 0.95 across 1678 sessions. most listed pure plays trade outside the S&P 500 — the FW 3000 version holds them; the S&P version is the index-eligible subset

Membership history & changes
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