FireEye Inc (FEYE)

Poster child when it comes to security as a service. Offer software instead of hardware, and the first to get in, so they have a lead. Instead, he owns Palo Alto and Splunk on the cybersecurity side. But it's on their shopping list, once markets settle down.

This cyber-security business just reported earnings and highlighted the growth in demand for their end-product. He does own this in his portfolio.