This investment basket focuses on companies providing advanced cloud-native security and AI-driven threat detection. It aims to capture the growing demand for enterprise protection against sophisticated cyber threats.
Published on May 23
The cost of data breaches is rising every year, and businesses are being forced to spend more than ever on protection. The companies in this basket are at the very heart of that spending surge.
These companies aren't just reacting to threats — they're using artificial intelligence to predict and stop them before they happen. That's a powerful edge in a fast-moving industry.
Governments and regulators worldwide are tightening data protection rules, meaning companies have no choice but to invest in compliance and security solutions. That's a reliable, policy-backed tailwind for this sector.
Cyberattacks are growing in scale and sophistication, and businesses everywhere are being forced to invest heavily in protecting their digital infrastructure. This group captures the companies building the next wave of cyber defence — think AI-powered threat detection, zero-trust security, and cloud-native protection. As more organisations move their operations online, the demand for these services is only set to grow.
This is a thematic growth basket, meaning the stocks are connected by a shared trend rather than a single industry sector. The companies here range from large, established cybersecurity leaders to smaller, specialist players — so there is a mix of stability and higher-growth potential. As with any investment, prices can go up and down, and this basket is best seen as a longer-term opportunity rather than a short-term trade.
Each stock in this group was handpicked by professional analysts to reflect the full spectrum of modern cyber defence — from endpoint protection and identity management to AI-driven threat intelligence and physical security. Rather than betting on a single company, this basket gives you exposure to the key players leading the shift toward a safer, more resilient digital world.
This basket's total market capitalisation is 387,252.91727000003 (units as provided). It is heavily weighted toward large-cap constituents that anchor the basket and generally contribute to lower volatility and greater stability.
CRWD: $104.11B
PANW: $133.09B
NET: $66.92B
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.
CROWDSTRIKE HOLDINGS INC
CRWD
Current Price
$184.41
CrowdStrike is a premier global cybersecurity firm providing cloud-delivered endpoint protection and threat intelligence driven by artificial intellig...
CrowdStrike is a premier global cybersecurity firm providing cloud-delivered endpoint protection and threat intelligence driven by artificial intelligence.
PALO ALTO NETWORKS INC
PANW
Current Price
$339.21
Palo Alto Networks provides a comprehensive AI-driven cybersecurity portfolio spanning cloud security, next-generation firewalls, and automated threat...
Palo Alto Networks provides a comprehensive AI-driven cybersecurity portfolio spanning cloud security, next-generation firewalls, and automated threat response.
CLOUDFLARE INC
NET
Current Price
$276.62
Cloudflare enhances enterprise security through its connectivity cloud and secure access service edge, filtering and verifying traffic to thwart cyber...
Cloudflare enhances enterprise security through its connectivity cloud and secure access service edge, filtering and verifying traffic to thwart cyber threats.
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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 Refinitiv Ltd.
If you invested across these assets:
In 12 months it might be worth:
+156.84%
On average, analysts expect assets in this group to grow 156.84% over the next year.
10 of 14 assets in this group are rated Buy by professional analysts.
