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Missed the work-from-home trade? These stocks could be the next ones to benefit, RBC says - CNBC

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A view outside Nasdaq in Times Square during the coronavirus pandemic on May 13, 2020 in New York City.

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(This story is for CNBC Pro subscribers only.)

The rapid increase of employees working from home could accelerate a shift in cybersecurity spending by companies, creating another round of surging work-from-home stocks, RBC Capital Markets said. 

The forced experiment in working from home at many companies caused by the pandemic was a boon to tech stocks such as Zoom Video and Fastly. However, a few of RBC's "vendors to watch" after the pandemic haven't yet seen dramatic moves higher. 

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Missed the work-from-home trade? These stocks could be the next ones to benefit, RBC says - CNBC
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