What are zero-knowledge proofs and why are they important?

Zero-knowledge proofs are cryptographic methods that allow one party to prove to another that a statement is true without revealing any additional information. For example, you could prove you have enough money for a purchase without showing your bank balance. This technology is revolutionary because it enables secure verification without compromising privacy, which is crucial for sensitive financial transactions, identity verification, and secure data sharing in our digital world.

What is fully homomorphic encryption (FHE)?

Fully homomorphic encryption is a special type of encryption that allows computations to be performed directly on encrypted data without needing to decrypt it first. Imagine sending your financial information to your bank in a locked box, and they can analyze it and provide services while the box remains locked. This breakthrough technology enables companies to process sensitive data while maintaining complete privacy and security, which is especially valuable for industries like healthcare, finance, and AI that handle confidential information.

How does the Zero-Knowledge Economy relate to cybersecurity?

The Zero-Knowledge Economy represents the next evolution of cybersecurity. Traditional cybersecurity focuses on building walls to keep data safe, but still leaves information vulnerable once accessed. Zero-knowledge technologies take a fundamentally different approach by making data usable while it remains encrypted and protected. Companies in this theme include both specialized cryptography innovators and established cybersecurity firms incorporating these advanced methods to create more secure systems that protect data even while it's being processed.

Why is this investment theme connected to artificial intelligence?

AI needs massive amounts of data to train effectively, but much of the world's most valuable data is sensitive or regulated (like healthcare records or financial information). Zero-knowledge technologies solve this critical problem by allowing AI systems to learn from confidential data without ever actually seeing the raw information. Companies pioneering these privacy-preserving methods are becoming essential to AI advancement, as they enable access to previously unavailable datasets while maintaining privacy and regulatory compliance.

What does "Zero Trust" security mean?

Zero Trust is a security approach based on the principle "never trust, always verify." Unlike traditional security that focuses on defending a network perimeter, Zero Trust assumes breach and verifies each request regardless of where it originates. It's like requiring ID at every door inside a building, not just at the entrance. This approach is fundamental to the Zero-Knowledge Economy because it establishes the continuous verification framework necessary for systems where sensitive data must remain protected even during processing. Several companies in this theme are leaders in implementing Zero Trust architecture.

15 handpicked stocks

Zero-Knowledge Economy

Discover a carefully curated selection of companies at the forefront of privacy-preserving cryptography. These stocks have been handpicked by our expert analysts for their potential to transform how data is used securely in the digital economy, without ever compromising confidentiality.

Han Tan | Market Analyst

Published on June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

ARQIT QUANTUM INC

ARQQ

Current price

$14.64

This company supplies advanced encryption software services designed to secure data against both current and future threats, including quantum attacks...

This company supplies advanced encryption software services designed to secure data against both current and future threats, including quantum attacks.

Snowflake Inc.

SNOW

Current price

$177.25

The company's data cloud platform provides the secure and governed environment necessary for enterprises to analyze sensitive information at scale.

CrowdStrike Holdings, Inc.

CRWD

Current price

$441.54

Its cloud-native platform provides endpoint security, which is critical for protecting data at its most vulnerable access points.

Okta, Inc.

OKTA

Current price

$78.95

Palo Alto Networks, Inc.

PANW

Current price

$168.12

Zscaler, Inc.

Current price

$151.61

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Your Basket's Financial Footprint

Concise analysis of the basket's total market capitalisation and implications for investors.

Key Takeaways for Investors:

Large-cap dominance generally implies lower volatility and closer tracking of broad market performance, reducing idiosyncratic risk.
Use this basket as a core, long-term holding rather than as a speculative, high-growth position.
Expect steady, long-term appreciation tendencies; avoid expecting explosive short-term gains.

Total Market Cap

ARQQ: $589.51M
CYBR: $25.55B
SNOW: $83.86B
Other

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

≈

In 12 months it might be worth:

$1,000.00

+88.33%

≈

About This Group of Stocks

Our Expert Thinking

The future of data belongs to those who can use it while protecting it. These companies are commercializing breakthrough cryptographic technologies like zero-knowledge proofs and homomorphic encryption that allow computation on sensitive data without ever exposing it, creating entirely new business models and market opportunities.

What You Need to Know

This theme represents a high-growth, technology-forward investment in the future of secure computation. As AI requires more sensitive data and privacy regulations tighten globally, these firms are positioned to provide the essential infrastructure for tomorrow's digital economy where privacy is paramount.

Why These Stocks

We've selected both pure-play innovators developing privacy-preserving cryptography and established technology leaders implementing these methods at scale. This balanced approach targets companies with defensible market positions in a rapidly expanding field where data security and privacy are becoming mission-critical.

Group Performance Snapshot

88.33%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 88.33% over the next year.

11 of 13

Stocks Rated Buy by Analysts

11 of 13 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔒

The Privacy Revolution

As data breaches make headlines and regulations tighten, companies that can secure data while still making it useful are uniquely positioned to dominate the next wave of tech growth.

🚀

AI's Secret Enablers

AI needs massive datasets to improve, but much of the world's most valuable data is confidential. These companies are solving this trillion-dollar problem with technology that unlocks data value without exposure.

🔍

Hidden Tech Gems

While everyone watches the big tech names, these specialized security innovators are quietly building the essential infrastructure for tomorrow's data economy, potentially delivering outsized returns.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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Zero-Knowledge Economy

Top Picks from This Group

Your Basket's Financial Footprint

12 Month Growth Potential

About This Group of Stocks

Our Expert Thinking

What You Need to Know

Why These Stocks