Enterprise Network Equipment & Security

Enterprise networks need both faster physical connections and stronger protection as workloads move between offices, clouds and data centers. This basket pairs optical connectivity and networking equipment with network-security platforms, rather than betting solely on bandwidth demand or cybersecurity software. Recent weakness in connectivity suppliers offers an entry point, while sustained security spending supports the protective layer; uneven infrastructure budgets remain the principal risk. Launch basket (equal weight): HPE, CRDO, LITE, COHR, PANW, ANET, FTNT, ZS Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.