Cloud and Web Cybersecurity

By pjain      Published July 16, 2019, 4:18 a.m. in blog Invest   

Cybersecurity ETFs

Tracking Index: NYSE FactSet Global Cyber Security Index ~39 stocks

Nearly 93% of the new ETF's holdings are American and Israeli companies.

BAH - IT consulting esp to Govts exp 0.6%

Booz Allen Hamilton Holding Corp July'19> Up 52.55% YTD and maintaining a staggeringly consistent growth rate since late-2018, Booz Allen Hamilton’s global operations have obviously not been interrupted by the persistent trade wars roiling the rest of the market. Part of this rests with the IT consulting firm’s long-standing relationship as a contractor with the U.S. government in addition to a more recent contract with Saudi Arabia. The company has posted annual bottom line growth since 2017, while its revenue jumped an astounding 8.5% between fiscal years 2017 and 2018.

CIBR: Cloud/Security ETF exp 0.6%

First Trust Nasdaq Cybersecurity ETF * CYBR 9% - BAH currently holds the highest exposure to BAH at an 8.70% weighting, 3.67% CIBR weighting.

HACK ETF: exp 0.6%

ETFMG Prime Cyber Security ETF - CYBR 4.23% weighting.

IHAK ETF: New from iShares/Blackrock - exp 0.47%

  • iShares Cybersecurity and Tech ETF

  • Tracks the NYSE FactSet Global Cyber Security Index and holds 39 stocks. Two existing, dedicated cybersecurity ETFs are on the market, but IHAK may be able to make inroads against those competitors, as the new iShares product has a lower fee.

  • “iShares megatrend ETFs are unconstrained index equity ETFs that seek to track indexes developed by leading industry index providers,” The global indexes target stocks with high return potential across relevant industry value chains. For example, investment opportunities for autonomous vehicles would include not just carmakers, but also hardware companies making road sensors and navigation cameras, and battery manufacturers.”

CYBR ETF:

  • Canada’s top performing equity ETF last year
  • Canadian dollar hedged - Evolve Cyber Security ETF (TSX:CYBR)
  • U.S. dollar-denominated and hedged ETF, CYBR.U
  • US dollar unhedged ETF, CYBR.B.

Majors Companies in Cloud and Security

ANET

  • Arista Networks Inc. (NASDAQ: ANET)

Disrupters in Cloud Security

Cyberark Software - ID management

Israeli identity management company Cyberark occupies a privileged space in the IT security field, offering security and validation services to a broad array of industries.

  • Up huge The stock has surged more than 76.75% in 2019, thanks largely to strong quarterly earnings reports and fiscal year guidance on track to exceed 2018’s numbers by 20% or more.

  • SEGs According to the company’s latest investor release, licensing and maintenance/profession services represented the largest areas of growth for Cyberark over the first quarter of FY19.

ZS Zscaler

Zscaler, an internet security company July 2019 - just passed its first year on the Nasdaq, is higher on 2019 by 105.65%. Overall are up nearly 400% from its IPO price March 2018 - IPOing in shares of Zscaler at IPO price of $16.

  1. Zscaler’s knack for expanding its contracts for native network security in an environment where companies and institutions are in desperate need of secure cloud migration services.

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