Theme
Cybersecurity '26: Cloud & Workload Security / CNAPP☆
11 tickers$8.60T market cap
Group: Cybersecurity
PANW+97.39%18.0%
CRWD+103.49%16.0%
S+49.97%13.0%
FTNT+115.00%11.0%
TENB+52.66%10.0%
QLYS+36.66%8.0%
4704.T—7.0%
CHKP-27.92%5.0%
RPD-19.24%5.0%
GOOGL+12.08%4.0%
MSFT+2.12%3.0%
As of Sep 18, 2026, 9:54 PM ET
Cybersecurity '26: Cloud & Workload Security / CNAPP Constituents
Palo Alto Networks, Inc.PANW | 18.0% | -3.06% | 7.90% | -2.82% | 0.42% | 97.39% | 144.16% | 109.95% | 76.78% | 120.52% | 357.94% | $296.32B |
CrowdStrike Holdings, Inc.CRWD | 16.0% | -3.28% | 13.54% | 12.00% | 10.88% | 103.49% | 156.43% | 156.77% | 89.77% | 255.87% | 261.32% | $241.99B |
SentinelOne, Inc.S | 13.0% | -2.93% | 15.77% | 0.02% | 9.04% | 49.97% | 71.46% | 19.34% | 20.17% | -7.33% | -67.49% | $7.58B |
Fortinet, Inc.FTNT | 11.0% | -1.59% | 8.42% | 8.05% | 5.49% | 115.00% | 116.03% | 74.07% | 110.80% | 127.42% | 183.55% | $124.61B |
Tenable Holdings, Inc.TENB | 10.0% | -1.75% | 6.59% | -1.16% | 1.27% | 52.66% | 86.79% | 2.16% | 18.24% | -10.60% | -23.87% | $3.91B |
Qualys, Inc.QLYS | 8.0% | -1.75% | 6.63% | -3.38% | 2.60% | 36.66% | 96.41% | 40.73% | 33.76% | 42.05% | 46.66% | $6.16B |
Trend Micro Incorporated4704.T | 7.0% | — | — | 0.00% | — | — | — | — | — | -31.35% | -26.45% | $5.49B |
Check Point Software Technologies Ltd.CHKP | 5.0% | -2.58% | 0.64% | 2.64% | -0.53% | -27.92% | -12.04% | -41.34% | -31.84% | -29.78% | 13.09% | $13.55B |
Rapid7, Inc.RPD | 5.0% | -3.55% | 17.35% | -2.50% | 2.21% | -19.24% | 97.35% | -55.27% | -39.17% | -64.62% | -90.06% | $800.0M |
Alphabet Inc.GOOGL | 4.0% | 0.64% | 3.68% | 1.92% | 4.78% | 12.08% | 12.52% | 123.65% | 39.19% | 119.49% | 149.74% | $4.23T |
Microsoft CorporationMSFT | 3.0% | -0.80% | -0.01% | 2.74% | -1.42% | 2.12% | 25.75% | 29.24% | -2.86% | 14.85% | 69.24% | $3.67T |
| Average | 9.1% | -2.07% | 8.05% | 1.59% | 3.47% | 42.22% | 79.49% | 45.93% | 31.48% | 48.77% | 79.42% | $781.56B |
| Median | 8.0% | -2.16% | 7.27% | 0.02% | 2.41% | 43.32% | 91.60% | 34.99% | 26.97% | 14.85% | 46.66% | $13.55B |
| Std Dev | 4.8% | 1.23% | 5.65% | 4.53% | 3.85% | 48.49% | 52.83% | 66.33% | 47.21% | 91.72% | 136.25% | $1.50T |
| Min | 3.0% | -3.55% | -0.01% | -3.38% | -1.42% | -27.92% | -12.04% | -55.27% | -39.17% | -64.62% | -90.06% | $800.0M |
| Max | 18.0% | 0.64% | 17.35% | 12.00% | 10.88% | 115.00% | 156.43% | 156.77% | 110.80% | 255.87% | 357.94% | $4.23T |
| % Positive Tickers | 10.00% | 90.00% | 54.55% | 80.00% | 80.00% | 90.00% | 80.00% | 70.00% | 54.55% | 63.64% |
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About this theme
Cybersecurity '26: Cloud & Workload Security / CNAPP tracks 11 publicly listed stocks in this theme: PANW, CRWD, S, FTNT, TENB, QLYS, 4704.T, CHKP, RPD, GOOGL, MSFT. See the constituent table for details.