Security for AI Agents

Holdings

1. CrowdStrike CRWD · Direct beneficiary 20%

   The leading endpoint platform, expanding into identity and cloud protection.

2. Palo Alto Networks PANW · Direct beneficiary 18%

   The largest security platform by revenue, spanning network, cloud and operations.

3. Zscaler ZS · Direct beneficiary 15%

   Zero-trust access controls that decide what users and agents can connect to.

4. Cloudflare NET · Enabler 14%

   Edge network that filters traffic and is building tools for AI agent access.

5. Okta OKTA · Direct beneficiary 13%

   Identity and access management, which becomes the control point for agent credentials.

6. Fortinet FTNT · Direct beneficiary 10%

   Firewalls and network security with a large installed base.

7. SentinelOne S · Direct beneficiary 10%

   A smaller endpoint and cloud security platform with AI-driven detection.