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Cybersecurity will be a key sector in 2026, with a focus on identity and endpoint convergence. CrowdStrike, Palo Alto Networks, and Fortinet are stocks to watch, with CrowdStrike being a pure play on endpoint-identity convergence and Palo Alto Networks offering a full-stack security platform with identity as a critical signal. Fortinet is a full-stack security platform with a strong endpoint security portfolio and a growing identity portfolio.

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