By Ben McPoland
Publication Date: 2026-06-04 06:03:00
Nvidia is one of the most exciting stocks I own in my portfolio. And while it’s doing well year to date — up around 17% — there are some other investments that are doing much better.
One of them is L&G Cyber Security ETF (LSE:ISPY), which as the name suggests is a thematic exchange-traded fund. So far in 2026, this fund has rocketed 42%.
The more recent return though is even more impressive. Because since bottoming out at 2,026p towards the end of February, the share price has surged by roughly 61% to reach 3,269p today.
Can it keep going higher?
Back in fashion
L&G Cyber Security ETF holds a basket of 30 stocks involved in providing cybersecurity. With this vehicle, I get exposure to industry leaders like Cisco Systems, CrowdStrike, Cloudflare, Palo Alto Networks, and Fortinet.
Cybersecurity is experiencing huge growth as the digital revolution picks up steam. However, why I’m really bullish is because rapid advances in artificial intelligence (AI) are turbocharging hacks and therefore the need for cybersecurity.
Here’s what I wrote back in April 2023: “Cybersecurity threats are constantly changing as the technologies that hackers use get ever more sophisticated. And artificial intelligence is set to up the ante in this never-ending game of cat and mouse. This fund [L&G Cyber Security ETF] provides broad exposure to the whole industry.”
Since then, the share price is up 110%. But as mentioned,…
