This carefully selected group of stocks features companies leading the charge in cybersecurity, identity verification, and content moderation. As platforms like Meta shift focus from growth to quality, these companies provide the essential tools needed to combat fake accounts, misinformation, and digital threats.
Published on July 15
As fake content becomes cheaper to produce, platforms are making trust and safety a core spending priority rather than a discretionary budget item. These companies are becoming as essential as electricity for online platforms.
Meta's massive cleanup shows where industry giants are investing. As platforms prioritize authenticity over pure growth metrics, companies in this space are positioned to benefit from this fundamental shift in strategy.
While consumers don't directly interact with most of these services, they power the trust that makes digital experiences possible. These behind-the-scenes technologies are the unsung heroes of our safer digital future.
Major tech platforms are shifting priorities from pure user growth to platform integrity and authenticity. With Meta's removal of 10 million fake accounts, we're seeing digital trust and safety transform from a nice-to-have into a mission-critical expense. This creates a durable tailwind for companies providing these essential services.
This group focuses on companies that provide the infrastructure for digital safety—from identity verification and access management to threat detection and content moderation. As AI makes creating fake content easier and cheaper, the need for these protective technologies becomes even more critical for all online platforms.
The companies in this basket have been selected because they offer specialized solutions across the digital trust spectrum. They include established cybersecurity leaders as well as innovative providers of identity management and threat intelligence—all positioned to benefit from the industry-wide push for authentic digital environments.
Summary and investor takeaways for the Digital Trust & Safety basket based on provided market capitalisation breakdown.
AKAM: $10.92B
ZS: $49.13B
CRWD: $126.47B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
AKAMAI TECHNOLOGIES
AKAM
Current Price
$113.04
Provides a leading content delivery network (CDN) and cloud security solutions, essential for protecting platforms from DDoS attacks and securing cont...
Provides a leading content delivery network (CDN) and cloud security solutions, essential for protecting platforms from DDoS attacks and securing content.
ZSCALER INC
ZS
Current Price
$185.47
A leader in cloud-native security, offering a Zero Trust platform that secures user access to applications, regardless of location, which is critical ...
A leader in cloud-native security, offering a Zero Trust platform that secures user access to applications, regardless of location, which is critical for content moderators and platform employees.
CROWDSTRIKE HOLDINGS INC
CRWD
Current Price
$200.79
Specializes in endpoint security, using AI and threat intelligence to protect the devices used to access and manage platform content, preventing breac...
Specializes in endpoint security, using AI and threat intelligence to protect the devices used to access and manage platform content, preventing breaches that could compromise user data.
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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:
+7.71%
On average, analysts expect assets in this group to grow 7.71% over the next year.
8 of 12 assets in this group are rated Buy by professional analysts.
