10 investment ideas from 9 funds across 8 stocks. Every thesis and quote on this page comes from a fund manager's own investor letter, not a 13F filing, so you can see the reasoning, risks and conviction behind each Cybersecurity position.
LongROK
The Insiders Fund views Rockwell as a beneficiary of reshoring U.S. industrial production and increasing factory automation. The thesis is that higher domestic labor costs require manufacturers to invest heavily in autom
LongNETSep 2026
Cloudflare operates a global cloud network combining security, performance and developer products. Revenue growth accelerated to 36%, with continued strength among large customers. Adoption of Cloudflare Workers, its ser
LongCLBT
The market increasingly treats Cellebrite as vulnerable to AI disruption, while Greenhaven believes AI can expand the company's opportunity. Cellebrite's Genesis product embeds its specialized digital-forensics expertise
LongFSLYJun 2026
Fastly remains a portfolio investment with exposure to edge cloud computing and security infrastructure. Polen recognizes these areas as relevant components of the broader digital infrastructure landscape. However, the c
LongSYKJun 2026
The fund initiated Stryker after a March 2026 cybersecurity incident disrupted operations and triggered a share-price selloff. Rather than viewing the incident as an impairment of the franchise, the team used the weaknes
LongCRWDJun 2026
CrowdStrike produced strong quarterly results including 32% year-on-year growth in net new ARR, improving operating margins and 67% growth in free cash flow. Management raised forward guidance as module adoption, retenti
LongPANWJun 2026
Palo Alto Networks delivered strong quarterly results with accelerating organic growth, better-than-planned CyberArk integration and guidance above consensus expectations. TCW sees AI as a multi-year tailwind, particular
LongPANWJun 2026
Palo Alto Networks is positioned to benefit as rapid AI adoption expands enterprise attack surfaces and increases the sophistication of cyber threats. Fiscal third-quarter results showed robust demand, and the company wa
LongACNJun 2026
Accenture remains, in Aristotle's view, a premier enterprise-transformation partner despite weaker bookings, discretionary IT pressure and concerns that generative AI could disrupt traditional consulting. Scale, deep ind
LongCRWDJun 2026
The Fund believes increasingly capable AI models will increase rather than reduce structural demand for cybersecurity. More capable AI makes malicious actors more dangerous while enterprises and frontier AI laboratories
“Rockwell is the beneficiary of two secular tailwinds, reshoring and AI automation.”
“We expect the company to benefit from growing demand for cybersecurity and AI-enabled applications.”
“Our non-consensus view is that AI will ultimately benefit Cellebrite.”
“the company remains exposed to important areas such as edge cloud and security”
“creating an opportunity to purchase a high-quality medical technology company at a discounted valuation”
“We remain constructive on shares of both PANW and CRWD.”