PANW+109.76%14.9%
NTSK-25.89%11.9%
SAIL-11.86%11.9%
RBRK-7.58%10.9%
ZS-44.13%10.9%
VRNS-22.11%9.8%
OKTA+50.42%8.9%
MSFT-7.14%5.9%
CVLT-28.24%4.9%
CRWD+85.84%4.1%
DDOG+106.75%4.0%
DT+0.65%2.0%
As of Aug 6, 2026, 4:25 AM ET
Agentic Utilities '26: Governance & Zerotrust Constituents
Palo Alto Networks, Inc.PANW | 14.9% | -1.00% | 12.00% | 1.43% | 9.29% | 96.88% | 143.53% | 109.41% | 109.76% | $295.57B |
Netskope, Inc. Class A Common StockNTSK | 11.9% | 2.03% | 22.12% | 15.22% | 11.83% | -19.73% | 30.37% | -25.89% | -25.89% | $5.69B |
SailPoint, Inc.SAIL | 11.9% | 2.53% | 19.33% | 12.56% | 6.38% | -11.81% | 26.52% | -5.86% | -11.86% | $10.12B |
Rubrik, Inc.RBRK | 10.9% | 4.72% | 15.80% | -2.92% | 17.21% | 10.89% | 63.22% | 35.85% | -7.58% | $17.46B |
Zscaler, Inc.ZS | 10.9% | -0.96% | 13.58% | 7.47% | 6.91% | -28.13% | 9.97% | -21.92% | -44.13% | $26.14B |
Varonis Systems, Inc.VRNS | 9.8% | 0.18% | -5.12% | -4.97% | 8.64% | 32.32% | 87.88% | 4.43% | -22.11% | $4.98B |
Okta, Inc.OKTA | 8.9% | -0.53% | 6.17% | -1.05% | 3.60% | 70.05% | 102.81% | 39.53% | 50.42% | $24.43B |
Microsoft CorporationMSFT | 5.9% | -1.09% | 27.71% | 26.04% | 4.89% | 0.79% | 24.12% | 27.56% | -7.14% | $3.62T |
Commvault Systems, Inc.CVLT | 4.9% | 0.81% | -6.42% | -11.25% | 13.05% | 6.23% | 56.52% | -19.97% | -28.24% | $5.52B |
CrowdStrike Holdings, Inc.CRWD | 4.1% | -0.64% | 14.50% | 5.26% | 9.95% | 79.08% | 125.67% | 125.97% | 85.84% | $213.69B |
Datadog, Inc.DDOG | 4.0% | -1.73% | 14.71% | 10.89% | 5.67% | 108.23% | 152.92% | 178.41% | 106.75% | $100.80B |
Dynatrace, Inc.DT | 2.0% | 11.27% | 22.20% | 11.73% | 14.76% | 17.35% | 41.59% | 5.15% | 0.65% | $14.82B |
| Theme return | — | 0.88% | 12.92% | 8.70% | 8.83% | 24.59% | 69.88% | 33.77% | 15.42% | — |
| Average | 8.3% | 1.30% | 13.05% | 5.87% | 9.35% | 30.18% | 72.09% | 37.72% | 17.21% | $361.57B |
| Median | 9.3% | -0.17% | 14.61% | 6.37% | 8.97% | 14.12% | 59.87% | 16.36% | -7.36% | $20.94B |
| Std Dev | 3.9% | 3.50% | 9.96% | 9.82% | 4.01% | 44.86% | 47.37% | 63.13% | 53.19% | $986.50B |
| Min | 2.0% | -1.73% | -6.42% | -11.25% | 3.60% | -28.13% | 9.97% | -25.89% | -44.13% | $4.98B |
| Max | 14.9% | 11.27% | 27.71% | 26.04% | 17.21% | 108.23% | 152.92% | 178.41% | 109.76% | $3.62T |
| % Positive Tickers | 50.00% | 83.33% | 66.67% | 100.00% | 75.00% | 100.00% | 66.67% | 41.67% |
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About this theme
Agentic Utilities '26: Governance & Zerotrust tracks 12 publicly listed stocks in this theme: CRWD, CVLT, DDOG, DT, MSFT, NTSK, OKTA, PANW, RBRK, SAIL, VRNS, ZS. See the constituent table for details.