CrowdStrike Holdings Inc.

IT security is one of our preferred key investment themes. The average revenue growth for the peer group is in excess of 30% (CRWD stand at 38%). The company is positioned to take an increased share from traditional software security peers as the proliferation of devices outside corporate firewalls boosts demand for its services. We expect the industry leader to generate outstanding results for at least the next two years. That comes on the back of increased sales from channel partners such as Amazon Web Services and the growing risk of cyberattacks.