CrowdStrike Holdings Inc Class A

CRWD: XNAS (USA)
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CrowdStrike Remains a Premier Security Vendor with a Broad Security Portfolio

Business Strategy and Outlook

We view CrowdStrike as a leader in endpoint security, a critical part of the cybersecurity stack that protects an enterprise's endpoints (such as computers, laptops, tablets, phones) from nefarious activity. As enterprises continue their digital transformations and cloud migrations, we foresee endpoint security further gaining wallet share of an enterprise's security budget. Within this growing market, CrowdStrike has cemented its leadership position, and the stickiness of its Falcon platform remains clear in the firm's impressive retention metrics.

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