ProCap Insights · August 18, 2026
AI is fueling cybersecurity but the thematic ETF isn't the only way to play it
AI no longer just writes software, it now writes the attacks and breaks into companies, and information-security budgets are forecast to reach roughly 240 billion dollars in 2026.1 The cleanest expression is not the largest ETF or the crowded CrowdStrike trade, it is Fortinet at 28 percent of CrowdStrike's multiple.15