Global Cyber Security & Quantum Computing Theme

This smallcase combines the digital-security businesses needed today with exposure to quantum computing, a technology that may reshape computing & security related infrastructure in the future. The portfolio brings together two segments at very different stages of development:

• Cybersecurity: Companies protecting networks, devices, identities, cloud systems, applications and data. Cybersecurity is already an essential part of business and government spending. 
• Quantum computing: Companies developing new computing hardware, software and supporting technology. Quantum systems may eventually solve certain complex problems much faster than traditional computers which could result in complete redesign of cybersecurity processes and infrastructure.

Together, the two segments balance current demand with future potential. Cybersecurity provides the established foundation, while quantum computing adds higher-risk, long-term growth exposure without dominating the portfolio.