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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.

Author avatar

Han Tan | Market Analyst

Published on June 17

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

About This Group of Stocks

1

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.

2

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.

3

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.

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.

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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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