Basket cover image
15 handpicked stocks

Cyber Supply Chain Security

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.

stock
stock
stock
stock
stock
stock
stock
stock
stock
stock

+5

Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 2

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

PANW

Palo Alto Networks, Inc.

PANW

Current price

$177.09

Offers a comprehensive security platform to secure cloud environments and third-party access, which is crucial for supply chain security.

CRWD

CrowdStrike Holdings, Inc.

CRWD

Current price

$427.90

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.

FTNT

Fortinet Inc.

FTNT

Current price

$79.11

Provides a broad portfolio of integrated and automated cybersecurity solutions to protect distributed networks that include third-party vendors.

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+48.40%

Group Performance Snapshot

48.4%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 48.4% over the next year.

12 of 15

Stocks Rated Buy by Analysts

12 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔐

The $10B+ Business Problem

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.

🚀

Riding the Post-Qantas Wave

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.

💼

Boardroom Priority = Growth Opportunity

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.

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

View stocks
The Cybersecurity Consolidation Wave

The Cybersecurity Consolidation Wave

Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.

View stocks
American Chipmakers: A Tariff-Driven Shift

American Chipmakers: A Tariff-Driven Shift

President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.

View stocks
View All

Frequently Asked Questions

Everything you need to know about the product and billing.