themes / cybersecurity · horizon 3-10 years · 14 companies
Cybersecurity
Rising attack surface from cloud, AI and geopolitics.
Trend vs pricing
Trend (reality)
69
company trend 59 · related-ETF flow 99 · growth 62
Market pricing
67
Expectations gap+2
Human needs
security
Related ETFs
CIBR
Constraint chain
Trend → Constraint → Required solution
Trend
AI lowers the cost of attacksConstraint
Fragmented tools, talent shortageRequired solution
Platform consolidation, zero-trust, AI-driven SOCAttention
44
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 44GitHub —YouTube —
Rising queries
data breach meaningdata breach settlementdata breach lookupdata breach 2026data breach todaydata breach searchdata breach trackerdata breach lawsuitdata breach websiteransomware definitionransomware attackransomware is a type of malware
Wikipedia · 4 articles
7d avg pageviews901
vs 28d-10.0%
vs 1y-2.6%
z vs own history-0.09
RansomwareData breachCyberattackZero trust security model
Apps · GitHub · YouTube
Apps in top-100—
GitHub repos109137
YouTube videos / day20.6
Measured over50 videos · 58.3 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · The Silent Phase Before a Ransomware Attack | Ransomware Explained Part 3 #shorts
- · Ransomware First Response for Small Business
- · 🔴 Red is beautiful in Navarathri… dangerous in your network! 🚨 #Shorts #Ransomware #Cybersecurity
- · Japan Cyber Crisis Deepens: 20+ Major Companies Hit by Cyberattacks as Ransomware Disrupts Hundreds
- · Lansing's Cyber Attack Kept Power On and Phones Offline
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| PANW | Palo Alto Networks | 90% | 1 | 61 | 91 | -30 | 64 | 55 | 11 |
| CRWD | CrowdStrike | 90% | 1 | 68 | 94 | -26 | 74 | 56 | 6 |
| ZS | Zscaler | 90% | 1 | 54 | 53 | +1 | 63 | 38 | 55 |
| FTNT | Fortinet | 90% | 1 | 78 | 83 | -5 | 73 | 91 | 28 |
| NET | Cloudflare | 60% | 1 | 58 | 86 | -28 | 82 | 30 | 21 |
| GEN | Gen Digital | 60% | 1 | 54 | 26 | +28 | 57 | 63 | 90 |
| AKAM | Akamai Technologies | 50% | 1 | 41 | 33 | +8 | 30 | 68 | 71 |
| FFIV | F5, Inc. | 40% | 1 | 53 | 70 | -17 | 43 | 81 | 47 |
| CSCO | Cisco | 30% | 2 | 64 | 66 | -2 | 59 | 63 | 43 |
| LDOS | Leidos | 30% | 2 | 45 | 18 | +27 | 43 | 49 | 95 |
| ACN | Accenture | 20% | 2 | 45 | 37 | +8 | 39 | 66 | 85 |
| IBM | IBM | 20% | 2 | 47 | 30 | +17 | 47 | 50 | 80 |
| MSI | Motorola Solutions | 20% | 2 | 57 | 50 | +7 | 53 | 64 | 63 |
| MSFT | Microsoft | 10% | 2 | 57 | 66 | -9 | 54 | 67 | 51 |