NET+76.82%14.0%
AKAM+25.33%13.0%
FFIV+81.19%11.0%
PANW+119.16%11.0%
FROG+54.31%9.0%
FSLY+158.40%9.0%
GTLB+26.14%8.0%
CHKP-29.30%7.0%
TENB+54.55%5.0%
QLYS+46.88%4.0%
RPD-19.47%4.0%
RDWR+25.34%3.0%
HO.PA-6.56%2.0%
As of Oct 2, 2026, 9:55 PM ET
Cybersecurity '26: Application, API & DevSecOps Security Constituents
Cloudflare, Inc.NET | 14.0% | -0.58% | -1.25% | 27.82% | -0.68% | 76.82% | 102.45% | 191.60% | 55.24% | 339.47% | 203.59% | $123.90B |
Akamai Technologies, Inc.AKAM | 13.0% | 1.86% | -7.60% | 4.05% | 2.26% | 25.33% | 11.14% | 33.96% | 40.17% | 8.43% | 3.26% | $15.84B |
F5, Inc.FFIV | 11.0% | 2.34% | 2.02% | 18.26% | 4.24% | 81.19% | 70.44% | 69.58% | 41.36% | 108.20% | 125.45% | $25.62B |
Palo Alto Networks, Inc.PANW | 11.0% | 1.76% | 7.77% | 22.90% | 1.88% | 119.16% | 171.08% | 133.10% | 92.88% | 140.07% | 397.31% | $328.64B |
Fastly, Inc.FSLY | 9.0% | -2.20% | 0.86% | 28.76% | -0.32% | 158.40% | 37.58% | 297.96% | 190.66% | 250.68% | -36.37% | $4.04B |
JFrog Ltd.FROG | 9.0% | -2.14% | 7.15% | 5.07% | -1.24% | 54.31% | 140.05% | 190.48% | 100.46% | 246.77% | 188.43% | $11.57B |
GitLab Inc.GTLB | 8.0% | -0.34% | -3.03% | -4.54% | -5.23% | 26.14% | 80.00% | -2.05% | 1.83% | 2.09% | -52.08% | $8.41B |
Check Point Software Technologies Ltd.CHKP | 7.0% | -0.29% | -4.34% | -2.02% | 0.35% | -29.30% | -13.73% | -42.47% | -36.00% | -31.72% | 14.39% | $13.31B |
Tenable Holdings, Inc.TENB | 5.0% | 2.05% | 1.27% | 6.21% | 0.71% | 54.55% | 89.11% | 3.43% | 23.19% | -8.33% | -20.97% | $4.06B |
Qualys, Inc.QLYS | 4.0% | 2.97% | 6.48% | 14.27% | 4.15% | 46.88% | 111.10% | 51.25% | 49.26% | 53.36% | 73.30% | $6.80B |
Rapid7, Inc.RPD | 4.0% | 1.08% | -4.75% | 10.57% | 1.49% | -19.47% | 96.78% | -55.39% | -34.37% | -67.59% | -89.28% | $814.7M |
Radware Ltd.RDWR | 3.0% | 1.93% | 1.87% | 8.62% | 0.25% | 25.34% | 30.43% | 36.14% | 10.81% | 36.51% | -9.68% | $1.32B |
Thales S.A.HO.PA | 2.0% | -1.15% | -6.79% | -8.18% | -1.15% | -6.56% | -16.16% | -6.06% | -21.12% | 56.66% | 173.50% | $51.51B |
| Theme return | — | 0.47% | 0.14% | 13.15% | 0.50% | 66.57% | 82.25% | 92.42% | 59.89% | 110.85% | 128.62% | — |
| Average | 7.7% | 0.56% | -0.03% | 10.14% | 0.52% | 47.14% | 70.02% | 69.35% | 39.57% | 87.28% | 74.68% | $45.83B |
| Median | 8.0% | 1.08% | 0.86% | 8.62% | 0.35% | 46.88% | 80.00% | 36.14% | 40.17% | 53.36% | 14.39% | $11.57B |
| Std Dev | 3.7% | 1.69% | 4.96% | 11.38% | 2.39% | 51.34% | 55.17% | 100.70% | 60.19% | 119.09% | 131.93% | $87.74B |
| Min | 2.0% | -2.20% | -7.60% | -8.18% | -5.23% | -29.30% | -16.16% | -55.39% | -36.00% | -67.59% | -89.28% | $814.7M |
| Max | 14.0% | 2.97% | 7.77% | 28.76% | 4.24% | 158.40% | 171.08% | 297.96% | 190.66% | 339.47% | 397.31% | $328.64B |
| % Positive Tickers | 53.85% | 53.85% | 76.92% | 61.54% | 76.92% | 84.62% | 69.23% | 76.92% | 76.92% | 61.54% |
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