Pure-play CyberSecurity Software Stocks Portfolio UP 22% YTD – Yes, 22%! Here’s Why

Introduction

This article highlights those companies that train their models with data from previous attacks to create autonomous systems that can detect if an attack is ongoing based on certain readings allowing them more time to prepare mitigation and response strategies. Check out the video How AI is changing the cybersecurity landscape.

Constituents

Below are how the 5 largest pure-play companies that focus on the development and provision of cyber security software have performed YTD, in descending order, and the reasons why. The 5 constituents are:

1. CrowdStrike (CRWD): UP 32.0% YTD
   • CrowdStrike Achieves 100% Detection, 100% Protection, 100% Accuracy in 2024 SE Labs Enterprise Advanced Security (EDR) Ransomware Test
   • CrowdStrike Delivers the Next Breakthrough in AI-Powered Agentic Cybersecurity with Charlotte AI Detection Triage
2. Zscaler (ZS): UP 20.0% YTD
   • Zscaler Finds Over 87% of Cyberthreats Hide in Encrypted Traffic, Reinforcing Need For Zero Trust
3. Check Point Software Technologies (CHKP): UP 19.0% YTD
   • For the Third Consecutive Year, Check Point Software Demonstrates Industry’s Highest Threat Prevention Rate in Miercom’s Enterprise and Hybrid Mesh Firewall Security Report
   • Check Point Announces New AI-Powered Innovations to Bolster Unified Security Management for the Infinity Platform
4. Palo Alto Networks (PANW): UP 18.2% YTD
   • Palo Alto Networks Introduces Cortex Cloud, the Future of Real-Time Cloud Security
5. Fortinet (FTNT): UP 17.9% YTD
   • Fortinet stock soars after strong Q4 earnings: key takeaways for investors

The Pure-play CyberSecurity Software Stocks Portfolio is UP 22% YTD

Click on the links provided below to access specific information on each constituent:

• Portfolio Performance: 
  • To determine the current Portfolio Performance at any time during the Day go HERE (see “Today’s Gain” in top left-hand corner).
  • To determine the historical Portfolio YTD, 1M, 6M and 1Y Performance, go HERE, Add Portfolio Symbols, Scroll Down to “Portfolio Performance Settings” & Click on “Calculate Performance”, Scroll Down to “Portfolio Performance Chart” & Specify “Time Period” and Scroll Down to “Returns by Period”. Here’s an example.
• Constituent Stock Performances:
  • For current LIVE stock price (updated as it changes) go HERE
  • For 1D, 5D, 1M, 6M, YTD and 1Y percentage changes in Stock Price go HERE, type in Stock Symbol, and Click on Time Period
  • For Stock Price History in Chart Form go HERE
• Constituent Statistics:
  • Go HERE, type in Stock Symbol, and Click on Statistics
• Constituent Financials:
  • go HERE, type in Stock Symbol, and Click on Financial