If you are long the tech sector, and speculate
the recent Equifax breach may boost the sales
of the security industry, you may consider adding
these ETFs into your portfolio:
HACK (tracks ISE Cyber Security Index) https://finance.yahoo.com/quote/HACK/holdings
CIBR (tracks Nasdaq CEA Cyber security Index) https://finance.yahoo.com/quote/CIBR/holdings
Disclaimer: OP is long PANW.