hero section gradient
16 handpicked stocks

State-Sponsored Hack Boosts Cyber Stocks 2025

Following a major breach at F5 Networks by state-sponsored hackers, the vulnerability of critical tech infrastructure has been exposed. This event is expected to drive significant investment into advanced cybersecurity companies that specialize in defending against sophisticated, persistent threats.

Author avatar

Han Tan | Market Analyst

Published on October 17

Your Basket's Financial Footprint

Market capitalisation breakdown for the 'Defending Against Digital Espionage' basket, showing concentration among top constituents.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and returns that tend to track broad market moves.
  • Suitable as a core, diversified holding rather than a speculative or high-growth satellite position.
  • Expect steadier long-term appreciation over time; unlikely to deliver frequent, explosive short-term gains.
Total Market Cap
  • CRWD: $121.02B

  • PANW: $139.10B

  • FTNT: $63.71B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The recent F5 Networks breach by state-sponsored hackers has exposed critical vulnerabilities in tech infrastructure. This event is driving urgent investment into advanced cybersecurity companies that specialise in defending against sophisticated, persistent threats from nation-state actors.

2

What You Need to Know

This group focuses on cybersecurity leaders specialising in zero-trust architecture, privileged access management, and AI-driven threat detection. These companies provide essential tools to protect against stealthy intrusions and secure vulnerable software development pipelines.

3

Why These Stocks

These stocks were handpicked by professionals based on their leadership in critical security niches. They're positioned to benefit from heightened enterprise and government spending on security in response to escalating cyber threats from sophisticated attackers.

Why You'll Want to Watch These Stocks

🚨

Crisis-Driven Demand Surge

The F5 Networks breach has triggered urgent government directives and enterprise spending on advanced cybersecurity. Companies in this space are seeing unprecedented demand for their protection services.

🛡️

Essential Infrastructure Protection

These companies provide the critical tools needed to defend against sophisticated nation-state attacks. As cyber threats escalate, their solutions become increasingly indispensable to businesses and governments.

💰

Government Spending Catalyst

Emergency directives and heightened security awareness are driving significant government and enterprise investment into cybersecurity. This creates a powerful tailwind for specialised security vendors.

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

Read Full Insight

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

Brazil Commerce Stocks: What's Next for Investors?

Brazil Commerce Stocks: What's Next for Investors?

As Brazil's trade volumes grow, it may create opportunities for its economy to expand on the global stage. This basket offers exposure to key international companies in logistics, commodities, and industrial sectors that are integral to Brazil's import and export ecosystem.

Ozempic Price Pressure | Pharma Investment Shift

Ozempic Price Pressure | Pharma Investment Shift

A recent announcement of plans to slash prices for major weight-loss drugs has created turmoil for market leaders Novo Nordisk and Eli Lilly. This theme explores the investment opportunities that arise for competing pharmaceutical companies and developers of alternative treatments who may benefit from this market disruption.

Boeing Production Boost: What's Next for Suppliers?

Boeing Production Boost: What's Next for Suppliers?

Following FAA approval for a production increase, Boeing is set to ramp up its 737 Max output. This creates a potential investment opportunity in the aerospace supply chain companies that are critical to supporting this manufacturing expansion.

Frequently Asked Questions

Everything you need to know about the product and billing.