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Biden's executive order on cybersecurity will help firms with government connections, experts say.
The order will also likely help startups with relevant niches, like Dragos, Interos, and GovReady.
It could encourage acquisitions as big companies add tools for large enterprises.
The big winners under President Joe Biden's new executive order on cybersecurity will be big cloud-security companies with existing relationships with the government — think CrowdStrike, FireEye, Microsoft, and Palo Alto Networks — as well as more niche startups whose services suddenly become critical, according to experts.
In an order handed down Wednesday, the White House laid out new policies and timelines for a cybersecurity industry reeling from the SolarWinds, Microsoft Exchange, and Colonial Pipeline attacks. The order requires more information sharing from federal agencies and companies about cyber threats, a playbook for cyberattack responses, increased security modernization when developing applications, and more focus on the security of supply chains and industrial facilities.