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Public Companies in This Space
Stocks to Watch
CrowdStrike (CRWD), Palo Alto Networks (PANW), Fortinet (FTNT), Zscaler (ZS), Cloudflare (NET), Palantir Technologies (PLTR)
Cybersecurity
Defending the digital economy
Cybersecurity
As the global economy moves online, the attack surface grows with it — and so does the cost of defending it. Ransomware, nation-state intrusions, supply-chain attacks, and AI-powered phishing have turned cybersecurity into a non-negotiable budget line for every meaningful business and government. The result is one of the most reliably growing sectors in software, with high margins and customers who almost never churn.
Adjacent to cybersecurity, the surveillance and intelligence-services sector has also surged, with companies like Palantir Technologies and Axon Enterprise capturing significant government and enterprise contracts.
More analysis and a curated stock list for this trend are in development.
From our Emerging Themes coverage
Related Reading
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Surveillance World
Surveillance World: Since the Patriot Act of 2001, the U.S. has steadily traded civic security for systemic surveillance. Data brokers now monetize highly intimate aspects of human behavior, and schools explicitly warn students that their digital footprints are permanent. The technologies we rely on increasingly double as tools of surveillance—a reality that contrasts sharply with regulatory pushbacks like the European Union's recent Data Act and GDPR frameworks, which attempt to legislate user data rights, limit corporate overreach, and curb the unchecked expansion of the digital tracking economy.
Companies like Palantir, Flock Safety, and Axon sit at the epicenter of the modern public safety and surveillance-industrial complex. While they market their tools to law enforcement, defense agencies, and private communities under the banner of safety, efficiency, and modernization, they function as foundational pillars of mass data collection and tracking.
Data ETF: TSSD
Surveillance State Stocks
Palantir Technologies (PLTR), Axon Enterprise (AXON)