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14 handpicked stocks

Cloud Security's IPO Catalyst

Cybersecurity firm Netskope has filed for a U.S. IPO, signaling strong growth in the cloud security market. This move highlights an investment opportunity among publicly traded companies specializing in Secure Access Service Edge (SASE) and zero-trust technologies.

Author avatar

Han Tan | Market Analyst

Published on August 24

Your Basket's Financial Footprint

Market capitalisation breakdown for a cloud security-themed basket.

Key Takeaways for Investors:
  • Large cap dominance suggests generally lower volatility and closer tracking of broad market performance, likely reducing idiosyncratic risk.
  • Suited as a core portfolio holding, offering stable sector exposure rather than a speculative, high-risk trade.
  • Expect steady long-term appreciation tendencies; not designed for explosive short-term gains or rapid outperformance.
Total Market Cap
  • ZS: $49.13B

  • NET: $74.22B

  • PANW: $145.12B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Netskope's IPO filing represents a pivotal moment for cloud security, potentially renewing investor interest across the entire cybersecurity sector. This development validates the high-growth trajectory of companies specialising in SASE and zero-trust technologies, which are becoming essential for protecting modern enterprises in hybrid work environments.

2

What You Need to Know

These companies focus on cloud-native security solutions that protect data and applications outside traditional corporate networks. They benefit from secular tailwinds in digital transformation and heightened security demands, making them well-positioned for the expanding market driven by sophisticated threats and AI-driven challenges.

3

Why These Stocks

This tactical collection includes key competitors and innovators in the SASE and zero-trust landscape, carefully selected to offer exposure to established public players benefiting from the cloud security market's momentum. Each company represents a strategic position in technologies that are becoming foundational for enterprise security.

Why You'll Want to Watch These Stocks

🚀

IPO Momentum Building

Netskope's IPO filing is creating a spotlight effect across the entire cloud security sector, potentially driving renewed investor interest in established public competitors.

🔒

Essential Security Revolution

These companies provide zero-trust and SASE technologies that are becoming foundational for modern enterprise security, driven by hybrid work and AI-powered threats.

📈

Market Validation Moment

This IPO validates the high-growth trajectory of cloud security, suggesting a favourable outlook for the entire sector benefiting from digital transformation tailwinds.

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

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