Invest For Kids: Long Theses For Palo Alto Networks And Johnson Controls

The 13th annual Invest for Kids conference was held last week, and several hedge fund managers presented their best stock picks. Among the presenters was Chris Smith of Artisan Partners, who presented his theses for Palo Alto Networks and Johnson Controls.

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Palo Alto Networks

At Artisan Partners, they work on identifying inflection points in the market that drive sustainable change. Smith said Palo Alto Networks is a $50 billion cybersecurity company that provides advanced firewalls and other network offerings.

The company is the market leader in on-premise firewalls and next-generation cloud security. It is accelerating its shift toward the cloud, which Smith believes will...