Capitalizing on the rapid evolution of artificial intelligence in threat detection and cloud security infrastructure. This theme targets companies providing resilient, automated security solutions for the modern digital enterprise.
Published on April 13
Cybercriminals are using machine-speed attacks that traditional defences simply cannot keep up with. The companies in this group are building the AI-powered tools that organisations are rushing to adopt right now.
Enterprise cybersecurity spending is one of the few IT budget lines that keeps growing regardless of economic conditions. These companies are positioned to benefit from a spending trend that shows no signs of slowing down.
From zero-trust architecture to cloud-native threat detection, professional analysts have identified these names as key players in a structural, long-term shift in how businesses protect themselves digitally.
Cyber threats are evolving faster than ever, and organisations are responding by moving their security budgets toward intelligent, cloud-based solutions. This group captures that shift — focusing on companies that use artificial intelligence to detect, prevent, and respond to attacks in real time. From zero-trust platforms to automated threat mitigation, these businesses sit at the heart of one of the most urgent spending priorities in enterprise technology today.
Most of the companies in this group operate on subscription-based, software-as-a-service models, which means they tend to generate reliable, recurring revenue. Cybersecurity spending is widely considered non-discretionary — businesses simply cannot afford to go without it. That said, like all equity investments, individual stock prices can go up as well as down, and this group includes a mix of large established players and smaller specialised innovators.
These stocks were handpicked by professional analysts to represent the full spectrum of next-generation cybersecurity — from AI-powered endpoint protection and zero-trust architecture to encrypted hardware and cloud infrastructure chips. Each company plays a distinct and meaningful role in the modern digital defence ecosystem. They were selected for their strategic positioning, growth potential, and relevance to the accelerating global demand for enterprise security.
This basket's total market capitalisation is $1.97T and it is heavily anchored by one very large-cap constituent, with remaining names substantially smaller. That large-cap dominance suggests a generally lower-risk, broad-market‑tracking profile rather than a high‑volatility, pure growth exposure.
CRWD: $95.97B
PANW: $126.30B
ZS: $18.98B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
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:
+71.54%
On average, analysts expect assets in this group to grow 71.54% over the next year.
10 of 12 assets in this group are rated Buy by professional analysts.
