PANW+92.53%14.9%
NTSK-23.63%11.9%
SAIL-9.07%11.9%
RBRK+12.75%10.9%
ZS-33.31%10.9%
VRNS-30.25%9.8%
OKTA+46.81%8.9%
MSFT-4.73%5.9%
CVLT-26.09%4.9%
CRWD+82.57%4.1%
DDOG+79.56%4.0%
DT-0.20%2.0%
As of Aug 24, 2026, 4:53 AM ET
Agentic Utilities '26: Governance & Zerotrust Constituents
Palo Alto Networks, Inc.PANW | 14.9% | 2.38% | -6.76% | 10.53% | 7.85% | 94.28% | 140.31% | 106.65% | 104.06% | 476.33% | 92.53% | $291.66B |
Netskope, Inc. Class A Common StockNTSK | 11.9% | 0.90% | -5.72% | 25.85% | 15.25% | -17.27% | 34.35% | -23.63% | -23.63% | -23.63% | -23.63% | $5.86B |
SailPoint, Inc.SAIL | 11.9% | 0.70% | -2.20% | 24.68% | 11.15% | -7.86% | 32.20% | -1.64% | -15.27% | -15.27% | -9.07% | $10.57B |
Rubrik, Inc.RBRK | 10.9% | 2.64% | 3.26% | 36.66% | 38.32% | 30.87% | 92.63% | 60.32% | 186.38% | 212.78% | 12.75% | $20.60B |
Zscaler, Inc.ZS | 10.9% | 3.88% | 1.79% | 27.70% | 20.20% | -19.20% | 23.64% | -12.22% | -8.87% | -27.54% | -33.31% | $29.39B |
Varonis Systems, Inc.VRNS | 9.8% | 0.93% | -2.09% | -9.86% | 3.20% | 25.70% | 78.48% | -0.79% | -28.01% | -30.21% | -30.25% | $4.74B |
Okta, Inc.OKTA | 8.9% | 0.73% | -10.10% | -2.43% | -4.78% | 56.29% | 86.40% | 28.24% | 36.49% | -42.66% | 46.81% | $22.45B |
Microsoft CorporationMSFT | 5.9% | 0.43% | -4.08% | 26.60% | 3.99% | -0.08% | 23.04% | 26.46% | 16.18% | 63.03% | -4.73% | $3.59T |
Commvault Systems, Inc.CVLT | 4.9% | 1.66% | -4.03% | -5.97% | 13.59% | 6.74% | 57.28% | -19.58% | -12.32% | 73.60% | -26.09% | $5.55B |
CrowdStrike Holdings, Inc.CRWD | 4.1% | 0.85% | -13.50% | 4.73% | 0.57% | 63.79% | 106.41% | 106.68% | 182.76% | 212.37% | 82.57% | $195.45B |
Datadog, Inc.DDOG | 4.0% | 1.32% | -4.52% | -4.55% | -12.07% | 73.26% | 110.45% | 131.66% | 100.99% | 77.83% | 79.56% | $83.87B |
Dynatrace, Inc.DT | 2.0% | 0.24% | -0.72% | 18.45% | 11.24% | 13.75% | 37.25% | 1.92% | -1.87% | -23.67% | -0.20% | $14.37B |
| Theme return | — | 1.61% | -3.68% | 9.63% | 10.57% | 26.58% | 72.59% | 35.91% | 42.83% | 91.30% | 17.63% | — |
| Average | 8.3% | 1.39% | -4.06% | 12.70% | 9.04% | 26.69% | 68.54% | 33.67% | 44.74% | 79.41% | 15.58% | $356.07B |
| Median | 9.3% | 0.92% | -4.05% | 14.49% | 9.50% | 19.73% | 67.88% | 14.19% | 7.15% | 23.88% | -2.47% | $21.53B |
| Std Dev | 3.9% | 1.03% | 4.49% | 15.26% | 12.31% | 35.97% | 37.66% | 52.22% | 75.58% | 147.73% | 45.20% | $978.40B |
| Min | 2.0% | 0.24% | -13.50% | -9.86% | -12.07% | -19.20% | 23.04% | -23.63% | -28.01% | -42.66% | -33.31% | $4.74B |
| Max | 14.9% | 3.88% | 3.26% | 36.66% | 38.32% | 94.28% | 140.31% | 131.66% | 186.38% | 476.33% | 92.53% | $3.59T |
| % Positive Tickers | 100.00% | 16.67% | 66.67% | 83.33% | 66.67% | 100.00% | 58.33% | 50.00% | 50.00% | 41.67% |
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About this theme
Agentic Utilities '26: Governance & Zerotrust tracks 12 publicly listed stocks in this theme: PANW, NTSK, SAIL, RBRK, ZS, VRNS, OKTA, MSFT, CVLT, CRWD, DDOG, DT. See the constituent table for details.