August 8, 2026
Six months ago the Cybersecurity sector was the market's punching bag.
In Q1 investors dumped security stocks on the theory that AI would commoditize them. That call aged badly.
Top 10 S&P 500 stocks by Momentum score:
š”ļø CrowdStrike 100 $CRWD
š”ļø Palo Alto Networks 100 $PANW
šļø Williams-Sonoma 99 $WSM
š Amphenol 98 $APH
š Tapestry 98 $TPR
š¾ NetApp 98 $NTAP
āļø Parker-Hannifin 98 $PH
āļø RTX 98 $RTX
š„ļø Dell 97 $DELL
š°ļø Garmin 97 $GRMN
Cybersecurity is back at the top of the list. CrowdStrike and Palo Alto both score a perfect 100, and both beat the market on every horizon: CrowdStrike +488% over three years, Palo Alto +244%. Better agentic AI didn't commoditize security, it armed the attackers, and rising breaches mean rising security budgets.
