Companies / ZS
NASDAQZscaler (ZS) in our theses
Zscaler appears in one of our theses. Below is why it entered the basket and how it has done since publication.
The AI Agent Paradox: Rather Than Killing Software, Agents Multiply Machine Identities and Drive Security Spend
Every AI agent is a new non-human machine identity requiring authentication and governance, structurally benefiting identity security software vendors.
Why this company: Zero-trust architecture applied to agentic network flows; inspects and micro-segments every programmatic inter-application API interaction.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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