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Palo Alto Networks Inc. (PANW)
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Rapid7 Inc. (RPD)
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Evolve Cyber Security Index Fund (CYBR)
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CrowdStrike Holdings Inc. (CRWD)
Q: Peter,
Cyber security seems to be a bigger and bigger threat. Is it worth getting involved in this space? If so, is it covered by the big tech names such as Microsoft, Apple etc or is it worth looking at specific ETF such as CYBR? Are there any stocks names that are interesting?
Thank you,
Paul C
5i Research Answer:
We think an ETF makes sense. The other companies have exposure but it is not a main focus. We think HACK is interesting, but CYBR is now large enough to endorse. Both have done well. In terms of individual companies, we like PANW, CRWD, RPD.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in CRWD.