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15 handpicked stocks

Cloud Security After Salesforce Breach Explained

A massive data breach targeting Salesforce customers has exposed critical vulnerabilities in cloud software integrations. This event is poised to accelerate enterprise spending on specialized cybersecurity, creating an opportunity in companies that secure cloud applications and data.

Author avatar

Han Tan | Market Analyst

Published on October 6

Your Basket's Financial Footprint

Market capitalization breakdown for the 'Securing The Cloud After The Breach' basket with largest-to-smallest components.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and market-like returns, but values can fall and returns aren't guaranteed.
  • Suitable as a core, diversified holding for steady exposure; not intended as a speculative, high-risk trade.
  • Expect steady long-term appreciation rather than explosive short-term gains; past performance is not a guarantee.
Total Market Cap
  • CRWD: $122.94B

  • ZS: $48.35B

  • NET: $75.51B

  • Other

About This Group of Stocks

1

Our Expert Thinking

A massive data breach targeting Salesforce customers has exposed critical vulnerabilities in cloud software integrations. This event represents an inflection point for enterprise IT spending, creating urgent demand for specialized cybersecurity solutions that protect cloud-based applications and data from sophisticated supply-chain attacks.

2

What You Need to Know

This group focuses on companies providing essential cloud security services including cloud-native security platforms, identity and access management, API security, and data protection. These firms are positioned to address the specific vulnerabilities highlighted by recent high-profile incidents in the interconnected SaaS ecosystem.

3

Why These Stocks

These stocks were handpicked by professional analysts based on their ability to capitalize on increased enterprise security spending following major breaches. Each company offers tactical, thematic exposure to the cybersecurity solutions that businesses will be compelled to implement immediately to upgrade their defenses.

Why You'll Want to Watch These Stocks

🚨

Crisis Creates Opportunity

Major data breaches like the Salesforce incident force enterprises to immediately upgrade their security infrastructure. This urgent demand creates significant revenue opportunities for cybersecurity specialists.

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Essential Defence Spending

Cloud security is no longer optional for businesses relying on interconnected SaaS platforms. Companies in this group provide the critical tools needed to protect against sophisticated supply-chain attacks.

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Accelerated Growth Ahead

The wake-up call from recent breaches is driving a surge in enterprise IT security budgets. These companies are positioned to capture a significant share of this increased spending on cloud protection.

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

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