The Index and NASDAQ Diverge: Uncovering the Security Money Trends in BSW #435

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The Security Weekly 25 Index Sees a Shift in Tides

The Security Weekly 25 index has diverged from the NASDAQ, signaling a potential change in the market’s perception of security stocks. Meanwhile, funding and acquisitions continue to gravitate towards artificial intelligence (AI) focused companies. This trend has led to a reevaluation of the security industry’s standing.

Recent Developments

Netskope has recently joined the Security Weekly 25 index, but notably did not replace CyberArk, which remains a constituent of the index. This move coincides with Thoma Bravo’s acquisition of Verint, underscoring the ongoing trend of private equity investment in the cybersecurity space.

Index Composition

The Security Weekly 25 index now comprises 25 stocks, including:

Sailpoint Inc (SAIL)
Palo Alto Networks Inc (PANW)
Check Point Software Technologies Ltd (CHKP)
Rubrik Inc (RBRK)
Gen Digital Inc (GEN)
Fortinet Inc (FTNT)
Akamai Technologies Inc (AKAM)
F5 Inc (FFIV)
Zscaler Inc (ZS)
Onespan Inc (OSPN)
Leidos Holdings Inc (LDOS)
Qualys Inc (QLYS)
Netskope Inc (NTSK)
Cyberark Software Ltd (CYBR)
Tenable Holdings Inc (TENB)
Okta Inc (OKTA)
SentinelOne Inc (S)
Cloudflare Inc (NET)
Crowdstrike Holdings Inc (CRWD)
NetScout Systems Inc (NTCT)
Varonis Systems Inc (VRNS)
Rapid7 Inc (RPD)
Fastly Inc (FSLY)
Radware Ltd (RDWR)
A10 Networks Inc (ATEN)

This shift in the index’s composition reflects the evolving landscape of the cybersecurity industry, where AI-driven companies are gaining increased attention and investment. As the market continues to adapt to emerging threats and technologies, the Security Weekly 25 index will likely remain a key barometer of the industry’s performance.