We liked the shares of Tufin (TUFN) because they provide network security policy products, which seems like a no-brainer. The best way to see that still is a quote from an old CC (Q2 2019 CC):
We are focused on enterprises which are seeing growing network complexity, dozens or hundreds of firewalls from different vendors, hundreds or thousands of routers and switches, private cloud and SDN technologies, such as VMware NSX and Cisco ACI, public cloud with native security controls and containers running in Kubernetes or Docker, often in multi-cloud environments.