Theme
Cybersecurity '26: Security Operations, SIEM & Security Analytics☆
11 tickers$9.24T market cap
Group: Cybersecurity
CRWD+103.49%18.0%
PANW+97.39%17.0%
ESTC+16.01%14.0%
S+49.97%12.0%
RPD-19.24%10.0%
CSCO+42.88%9.0%
FTNT+115.00%7.0%
MSFT+2.12%4.0%
CHKP-27.92%3.0%
GOOGL+12.08%3.0%
IBM-22.25%3.0%
As of Sep 18, 2026, 9:54 PM ET
Cybersecurity '26: Security Operations, SIEM & Security Analytics Constituents
CrowdStrike Holdings, Inc.CRWD | 18.0% | -3.28% | 13.54% | 12.00% | 10.88% | 103.49% | 156.43% | 156.77% | 89.77% | 255.87% | 261.32% | $241.99B |
Palo Alto Networks, Inc.PANW | 17.0% | -3.06% | 7.90% | -2.82% | 0.42% | 97.39% | 144.16% | 109.95% | 76.78% | 120.52% | 357.94% | $296.32B |
Elastic N.V.ESTC | 14.0% | -2.26% | -1.02% | 2.95% | -5.28% | 16.01% | 68.07% | -4.24% | -2.37% | 16.07% | -47.00% | $9.04B |
SentinelOne, Inc.S | 12.0% | -2.93% | 15.77% | 0.02% | 9.04% | 49.97% | 71.46% | 19.34% | 20.17% | -7.33% | -67.49% | $7.58B |
Rapid7, Inc.RPD | 10.0% | -3.55% | 17.35% | -2.50% | 2.21% | -19.24% | 97.35% | -55.27% | -39.17% | -64.62% | -90.06% | $800.0M |
Cisco Systems, Inc.CSCO | 9.0% | -0.66% | 0.28% | -1.91% | -0.24% | 42.88% | 37.77% | 78.27% | 59.40% | 119.69% | 114.31% | $431.63B |
Fortinet, Inc.FTNT | 7.0% | -1.59% | 8.42% | 8.05% | 5.49% | 115.00% | 116.03% | 74.07% | 110.80% | 127.42% | 183.55% | $124.61B |
Microsoft CorporationMSFT | 4.0% | -0.80% | -0.01% | 2.74% | -1.42% | 2.12% | 25.75% | 29.24% | -2.86% | 14.85% | 69.24% | $3.67T |
Alphabet Inc.GOOGL | 3.0% | 0.64% | 3.68% | 1.92% | 4.78% | 12.08% | 12.52% | 123.65% | 39.19% | 119.49% | 149.74% | $4.23T |
Check Point Software Technologies Ltd.CHKP | 3.0% | -2.58% | 0.64% | 2.64% | -0.53% | -27.92% | -12.04% | -41.34% | -31.84% | -29.78% | 13.09% | $13.55B |
International Business Machines CorporationIBM | 3.0% | -3.45% | -0.77% | -1.02% | -0.48% | -22.25% | -4.13% | -7.87% | -13.10% | 8.36% | 106.76% | $216.27B |
| Average | 9.1% | -2.14% | 5.98% | 2.01% | 2.26% | 33.59% | 64.85% | 43.87% | 27.89% | 61.87% | 95.58% | $839.87B |
| Median | 9.0% | -2.58% | 3.68% | 1.92% | 0.42% | 16.01% | 68.07% | 29.24% | 20.17% | 16.07% | 106.76% | $216.27B |
| Std Dev | 5.4% | 1.30% | 6.67% | 4.37% | 4.60% | 49.90% | 55.66% | 66.38% | 48.50% | 89.64% | 133.60% | $1.48T |
| Min | 3.0% | -3.55% | -1.02% | -2.82% | -5.28% | -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 | 9.09% | 72.73% | 63.64% | 54.55% | 72.73% | 81.82% | 63.64% | 54.55% | 72.73% | 72.73% |
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About this theme
Cybersecurity '26: Security Operations, SIEM & Security Analytics tracks 11 publicly listed stocks in this theme: CRWD, PANW, ESTC, S, RPD, CSCO, FTNT, MSFT, CHKP, GOOGL, IBM. See the constituent table for details.