# Cramer's club adds to FedEx and BNY amid market moves

> The CNBC Investing Club rebalances its portfolio, adding to two stocks while trimming Meta ahead of its Connect keynote.
- Title: Cramer's club adds to FedEx and BNY amid market moves · CNBC
- Summary: The CNBC Investing Club rebalances its portfolio, adding to two stocks while trimming Meta ahead of its Connect keynote. Jim Cramer's Investing Club added to…
- Keywords: jim cramer, cnbc investing club, fedex, bny, meta, crowdstrike, palo alto networks, cybersecurity, ai security, portfolio rebalancing, business, finance
- Source: CNBC — https://cnbc.com/2026/09/22/these-2-stocks-are-a-cornerstone-part-of-our-portfolio-as-ai-security-risks-grow.html
- Author: Alexa LoMonaco
- Published: 2026-09-22T15:44:07+00:00
- Read time: 1 min
- Topics: jim cramer, cnbc investing club, fedex, bny, meta, crowdstrike, palo alto networks, cybersecurity, ai security, portfolio rebalancing, business, finance
## Markets mixed as oil falls
The Nasdaq Composite rose zero point four percent to a fresh intraday record Tuesday, while the S and P five hundred remained basically flat. The Dow Jones Industrial Average shed one hundred ninety four points, or zero point four percent.
## Club rebalances holdings
The CNBC Investing Club with Jim Cramer added to Club holdings FedEx and BNY following their recent pullbacks. The purchases were funded by trimming Meta, which continued to climb after surging eleven percent Monday.
## TJX rebounds on falling yields
Falling oil prices and Treasury yields helped TJX Companies extend its rebound. The off-price retailer had been under pressure following disappointing second-quarter results in its Marmaxx division on August nineteenth.
## Cybersecurity gains importance
Club names CrowdStrike and Palo Alto Networks dipped slightly Tuesday. Meta's new Muse app offered a reminder of why cybersecurity should become increasingly important as AI agents proliferate.
## Security stocks double this year
CrowdStrike and Palo Alto have both more than doubled this year, making the club cautious about chasing the stocks after such powerful runs. Still, the rapid adoption of AI agents reinforces the long-term need for network protection.
## Cybersecurity remains cornerstone
Portfolio director Jeff Marks said cybersecurity remains a cornerstone part of the club's portfolio. The rapid adoption of AI agents only reinforces the long-term need for companies to protect their networks, data and systems.

> cybersecurity remains "a cornerstone part of our portfolio"
## Key takeaway

Jim Cramer's Investing Club added to FedEx and BNY following pullbacks, funded by trimming Meta, as markets remained mixed Tuesday.