Theme

Agentic Utilities '26: Governance & Zerotrust☆

12 tickers$4.72T market cap
10D rank10D#125of 1,239 themes/1,239#4of 8 in Agentic Utilities/8 Agentic Utilities
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As of Oct 9, 2026, 4:27 AM ET

Agentic Utilities '26: Governance & Zerotrust Constituents

Palo Alto Networks, Inc.PANW
14.9%-1.74%1.63%18.92%0.57%116.34%167.59%130.11%85.20%124.42%385.20%$324.78B
Netskope, Inc. Class A Common StockNTSK
11.9%1.92%9.86%35.62%9.86%11.80%81.57%3.21%-10.70%3.21%3.21%$7.92B
SailPoint, Inc.SAIL
11.9%2.25%-2.67%13.88%-2.72%-1.04%41.99%5.65%-14.08%-9.00%-9.00%$11.36B
Rubrik, Inc.RBRK
10.9%-2.30%6.90%36.11%4.76%58.07%132.66%93.64%40.41%249.09%277.78%$24.88B
Zscaler, Inc.ZS
10.9%1.53%8.74%30.53%9.07%-3.61%47.50%4.72%-31.22%22.54%-18.69%$35.06B
Varonis Systems, Inc.VRNS
9.8%-0.16%1.99%6.05%3.01%49.02%111.60%17.61%-22.66%-13.56%-17.29%$5.61B
Okta, Inc.OKTA
8.9%1.01%8.92%27.48%3.56%154.67%203.74%108.97%135.17%200.75%-3.65%$36.58B
Microsoft CorporationMSFT
5.9%-1.35%2.63%6.30%1.91%8.06%33.07%36.76%0.04%26.27%82.18%$3.88T
Commvault Systems, Inc.CVLT
4.9%0.48%1.97%14.69%2.19%20.45%77.48%-9.25%-14.46%-5.34%104.86%$6.26B
CrowdStrike Holdings, Inc.CRWD
4.1%-0.92%1.45%26.57%-1.16%124.43%182.82%183.19%106.63%259.05%329.40%$267.81B
Datadog, Inc.DDOG
4.0%0.91%1.90%21.54%-0.96%101.34%144.55%169.20%66.88%121.31%95.13%$97.46B
Dynatrace, Inc.DT
2.0%2.16%5.67%20.79%3.14%41.02%70.16%26.36%24.99%14.76%-14.21%$17.81B
Theme return—0.21%4.29%22.91%3.21%55.60%112.17%67.07%28.71%81.61%118.96%—
Average8.3%0.32%4.08%21.54%2.77%56.71%107.89%64.18%30.52%82.79%101.24%$393.02B
Median9.3%0.70%2.31%21.17%2.60%45.02%96.59%31.56%12.51%24.41%42.69%$29.97B
Std Dev3.9%1.52%3.69%9.73%3.65%52.21%55.50%66.35%53.59%99.63%141.07%$1.06T
Min2.0%-2.30%-2.67%6.05%-2.72%-3.61%33.07%-9.25%-31.22%-13.56%-18.69%$5.61B
Max14.9%2.25%9.86%36.11%9.86%154.67%203.74%183.19%135.17%259.05%385.20%$3.88T
% Positive Tickers58.33%91.67%100.00%75.00%83.33%100.00%91.67%58.33%75.00%58.33%
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