The Qantas data breach highlighted how companies are vulnerable through their external partners. This collection features stocks of companies that protect businesses from third-party security risks, a growing priority for corporations worldwide.
+5
Published on July 2
Supply chain attacks have become the fastest growing cyber threat, costing businesses billions annually. These companies offer the solutions companies desperately need to protect themselves and their customers.
Major breaches like Qantas trigger immediate spending on security solutions. As more companies rush to protect their vendor networks, these stocks could see accelerated demand for their specialized offerings.
Third-party security has become a top executive concern, with dedicated budget increases that are often immune to economic downturns. These companies are positioned to capture this essential corporate spending.
As companies increasingly outsource critical functions, their attack surface grows dramatically. The recent Qantas breach through a third-party vendor demonstrates that security is only as strong as the weakest link in the digital supply chain. These companies provide the solutions to this urgent business challenge.
These stocks represent specialized cybersecurity companies focused on protecting complex corporate ecosystems. They offer technologies that control third-party access, manage vendor risk, and provide continuous monitoring across entire digital networks—all critical capabilities in today's interconnected business world.
This collection includes established cybersecurity leaders and specialized players addressing the growing threat of supply chain attacks. They were selected based on their advanced capabilities in securing connections between organizations and their partners—exactly the vulnerabilities exposed in high-profile breaches like Qantas.
Summary of total and component market capitalisations for the Cyber Supply Chain Security basket.
PANW: $145.12B
CRWD: $126.47B
FTNT: $64.96B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
Here are a few of the assets in this group. Create an account to unlock the full list.
CROWDSTRIKE HOLDINGS INC
CRWD
Current Price
$184.41
Its Falcon platform provides cloud-native endpoint protection and threat intelligence, essential for monitoring vulnerabilities originating from exter...
Its Falcon platform provides cloud-native endpoint protection and threat intelligence, essential for monitoring vulnerabilities originating from external partners.
Join Nemo FREE today and unlock every stock.
It only takes 60 seconds.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+70.93%
On average, analysts expect assets in this group to grow 70.93% over the next year.
10 of 14 assets in this group are rated Buy by professional analysts.
