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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.

6 stocks · S&P 500 universeEqual-weighted · monthly rebalance2026-09-04 · close
1 day-0.6%basket return
20 days-3.2%basket return
20 days vs S&P 500-2.8%relative return
Year to date+58.4%basket return

Performance

Follow the theme against the wider market.

-2.0%+4.0%+9.9%+15.8%+21.8%2026-06-102026-09-04
CybersecurityS&P 500

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-0.6%-3.6%-3.2%+11.3%-5.8%+58.4%+68.2%
vs S&P 500-0.2%-3.8%-2.8%+4.7%-6.2%+39.9%+40.7%

Inside the basket · 6 stocks

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

Why it’s includedAdded
GENConsumer security annuity-2.2%-1.2%+5.5%+14.4%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
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

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 S&P 500” compares the basket’s compounded growth with the benchmark’s. Green means positive; red means negative.

Cross-checked against CIBR. Daily return correlation: 0.92 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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