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15 handpicked stocks

US-UK Digital Alliance Tech Stocks for 2025

The United States and the United Kingdom are signing a landmark technology agreement to boost cooperation in AI, cybersecurity, and digital infrastructure. This creates a favorable environment for companies in these sectors, potentially driving growth and innovation on both sides of the Atlantic.

Author avatar

Han Tan | Market Analyst

Published on September 14

Your Basket's Financial Footprint

Market capitalisation breakdown for a basket of US-UK digital/tech-related stocks for 2025.

Key Takeaways for Investors:
  • Large-cap dominance tends to reduce volatility and align performance with broader market movements.
  • Suitable as a core, long-term holding rather than a speculative trade.
  • Expect steady, gradual appreciation over time, not explosive short-term gains.
Total Market Cap
  • PANW: $145.12B

  • CRWD: $126.47B

  • FTNT: $64.96B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The landmark US-UK technology agreement creates a powerful catalyst for transatlantic cooperation in AI, cybersecurity, and digital infrastructure. This historic partnership is expected to stimulate billions in new investment and innovation, setting global standards for tech policy and data governance whilst creating a favourable growth environment for specialised firms.

2

What You Need to Know

This collection focuses on companies directly positioned to benefit from enhanced bilateral collaboration between two of the world's leading tech economies. The agreement covers critical sectors including artificial intelligence research, cybersecurity solutions, data sharing protocols, and digital infrastructure development, creating multiple avenues for growth.

3

Why These Stocks

Each company in this group was handpicked by professional analysts for their direct involvement in the sectors highlighted by the US-UK Digital Alliance. These businesses develop security software, manage data infrastructure, or pioneer AI research - forming the backbone of this enhanced partnership and positioning them to capitalise on joint initiatives.

Why You'll Want to Watch These Stocks

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Historic Partnership Momentum

This landmark agreement between two tech superpowers creates unprecedented opportunities for collaboration and growth. Companies positioned at the heart of this alliance could see significant benefits from joint initiatives and increased investment flows.

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Cybersecurity Takes Centre Stage

With cybersecurity as a key pillar of the US-UK Digital Alliance, companies specialising in security solutions are perfectly positioned to benefit from enhanced cooperation and increased government spending in this critical sector.

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AI Innovation Accelerates

The agreement's focus on artificial intelligence research and development creates a powerful tailwind for companies pioneering AI technologies. This could unlock billions in new investment and drive rapid innovation across both markets.

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

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