The Proofpoint is in the Pudding

A critical issue for bulls regarding of the sustainability of a rally well beyond making new all-time highs from last summer is whether we see broadening participation across a variety of sectors. This notion would necessarily see at least a few long-time laggards over the last few quarters now get with the program. 

One sector making a strong impression of late has been the cybersecurity stocks, plenty of which are housed in the appropriately-named HACK ETF. 

As one of our Members astutely noted earlier today, the leaks regarding the Democratic National Committee is only going to magnify the need to fight back against the type of cyber attacks forecasted in the movie (photo above), Swordfish (2001) 

With this in mind, a few names stick out. CYBR is acting like a leader in the space, as is FTNT. And PFPT also has been on a tear. 

I will run Members through some fresh ideas in the complex in tonight's full video recap.

In the meantime, courtesy of Verizon/Yahoo Finance, note the top holdings below in the HACK ETF by weight.