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Theme · 18 companies

Cybersecurity

Spending that grows every year, without exception.

14
pure play
3
major beneficiary
1
indirect exposure

Who's connected.
And how.

03 / 44 themes
Pure Play
Core business is this trend
CRWDCRWD
CRWD
CrowdStrike
Pure Play

Runs the #1 cloud-native endpoint security platform. Protects over 29,000 customers from malware and data breaches. Its Falcon platform collects data from millions of devices to detect threats in real time.

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PANWPANW
PANW
Palo Alto Networks
Pure Play

The largest cybersecurity company by revenue. Sells next-gen firewalls, cloud security, and SOC software. Strategically "platformising" to get customers to consolidate their security spending onto one vendor.

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ZSZS
ZS
Zscaler
Pure Play

Built the zero-trust network architecture that replaces traditional VPNs. All traffic routes through Zscaler's cloud rather than a corporate network, making remote work fundamentally safer.

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OKTAOKTA
OKTA
Okta
Pure Play

Controls identity: who gets access to what. Acts as the front door of corporate security. Every company with remote workers needs identity management, and Okta is the market leader.

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FTNTFTNT
FTNT
Fortinet
Pure Play

Linked to Network Security and Cybersecurity. Competes with Palo Alto Networks and CrowdStrike.

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NETNET
NET
Cloudflare
Pure Play

Linked to Cybersecurity. Competes with Zscaler and Akamai.

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CYBRCYBR
CYBR
CyberArk
Pure Play

Linked to Cybersecurity and Identity & Access Management. Relies on Amazon and Microsoft. Competes with Palo Alto Networks and CrowdStrike.

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QLYSQLYS
QLYS
Qualys
Pure Play

Linked to Cybersecurity and Cloud Security. Relies on Amazon. Competes with Tenable and Palo Alto Networks.

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TENBTENB
TENB
Tenable
Pure Play

Linked to Cybersecurity and Vulnerability Management. Relies on Amazon. Competes with Qualys and Palo Alto Networks.

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RBRKRBRK
RBRK
Rubrik
Pure Play

Linked to Cybersecurity and Cloud Backup & Recovery. Relies on Amazon and Microsoft. Competes with Pure Storage and NetApp.

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VRNSVRNS
VRNS
Varonis
Pure Play

Linked to Cybersecurity and Data Security. Relies on Amazon. Competes with CyberArk and Palo Alto Networks.

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CHKPCHKP
CHKP
Check Point Software
Pure Play

Linked to Cybersecurity and Network Security. Relies on Intel. Competes with Palo Alto Networks and Fortinet.

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RPDRPD
RPD
Rapid7
Pure Play

Linked to Cybersecurity and Vulnerability Management. Competes with Tenable and Qualys.

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SS
S
SentinelOne
Pure Play

Linked to Cybersecurity. Competes with CrowdStrike and Palo Alto Networks.

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