Global cybersecurity spending is forecast to exceed $300 billion in 2026, and the catalyst is no longer abstract. AI agents now outnumber human identities within enterprises by roughly 109 to 1; Fortinet’s threat report logged a 389% year-over-year jump in ransomware victims; and Check Point measured a 51-point gap between corporate AI adoption and security readiness. Every prompt-injection vector, deepfake voice clone, and automated phishing campaign expands the attack surface defenders must cover. Three ETFs offer different angles on the same trend: First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR), Amplify Cybersecurity ETF (NYSEARCA:HACK), and Global X Cybersecurity ETF (NASDAQ:BUG). Each one screens the universe differently, and the differences matter more than the overlapping top holdings suggest. CIBR: The Default Allocation Holding $13.01 billion in assets as of late June, CIBR stands as the category leader while maintaining an expense ratio of 0.58% across 46 distinct holdings. Its strategy mirrors the NASDAQ CTA Cybersecurity Index by blending specialized vendors with established networking giants and IT service firms. This approach delivers a smart investment logic, as it lets you ride the broader wave of industry spending rather than gambling on a single platform to dominate the market. The portfolio leans heavily on the platform consolidators. Palo Alto Networks sits at 9%, CrowdStrike at 8%, and Fortinet at 7%, with Cisco and Broadcom close behind at 8% and 8%. That weighting matters because the news flow keeps validating the platform thesis: Palo Alto formed a NATO partnership and launched its Idira identity layer for AI agents, while Fortinet’s Q1 2026 billings grew 31%, driven by demand for AI and operational technology. Cisco and Broadcom give CIBR exposure to the networking layer where AI traffic actually moves, which a pure software fund misses. The infrastructure tail goes further than most realize. Cloudflare carries a 5%