Basta cercare e si trova
http://www.etfsecurities.com/Documents/ISPY-Brochure-IT-WEB.pdf
Anche MF ha dedicato un articolo sabato a questo ETF con il titolo
“
Focus sulla sicurezza”
Traduco solo due righe del articolo: Il paniere mondiale, con i due terzi degli Asset però negli USA (elevato rischio di cambio sul dollaro) seguito da 11% di Israele, 10% di Giappone ecc.
Il 50% circa delle aziende inoltre di piccole dimensioni, il che implica un’elevata volatilità dell'indice e un beta elevato rispetto al mercato.
Chek Point Software è israeliana ( ma è quotata sul NASDAQ).
Su MF di sabato c' è anche un articolo di F. Tenini con una tabella : "Le azioni di Wall Street più promettenti" su azioni che mantengono una solida struttura di breve e medio periodo, senza risultare troppo care. Tra esse c' è CHKP.
Secondo gli analisti di Needham 3 azioni del segmento Security , già forti, si stanno rafforzando:
Javier Hasse , Benzinga Staff Writer
November 24, 2015 4:47pm
Palo Alto Networks Inc (PANW ) on Monday reported its first quarter financial results, beating guidance and the Street’s expectations and boosting its outlook.
Following the earnings call, Needham analysts Scott Zeller and Elizabeth C. Chwalk reiterated a Buy rating and $202 price target.
In a report issued Tuesday, analysts at Needham took a look at Palo Alto Networks after it reported its October quarter results that was somewhat driven by an acceleration on a year-over-year compare and strength in the U.S. region.
Since the spring, the firm has maintained a thesis about a "narrowing" list of security providers, with a few key ones "taking more budget from the broader security group, creating a 'have/have-not' dynamic."
In this scenario, Palo Alto is a consistent beneficiary, "as IT groups migrate toward a 'platform' strategy." In addition, the company "seems to be favored in a 'reboot' scenario, when companies decide to start over and re-architect network security." The analysts noted that, while ASPs remain "a mystery," field discussions have suggested that they are growing consistently, and that the company's sales cycles have remained unchanged, even amidst a slowing investments environment.
Other companies benefiting from this "the strong get stronger" trend are Check Point Software Technologies Ltd. ( CHKP) and Imperva Inc
( IMPV ), both of which Needham rates as Buy
Read more:
Palo Alto Networks, Inc. (NYSEANW), Check Point Software Technologies Ltd. (NASDAQ:CHKP) - Why Needham Likes Palo Alto, And A Couple Other Security Players | Benzinga
Asset Allocation del Fondo |Primi 10 titoli in portafoglio |ETFS ISE Cyber Security GO UCITS ETF Accumulating ETF share (EUR)|ISIN:IE00BYPLS672