Cybersecurity stocks hit high; Goldman sees more

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Cybersecurity stocks surged to an all-time high Friday as the U.S. government continues to investigate the possibility that Social Security numbers for every federal employee were stolen by hackers.

The PureFunds ISE Cyber Security ETF is up 20 percent this year and was at a record Monday, boosted after every dip by another security breach against a company or government. CNBC Pro offered bullish analysis of the ETF at the start of April.

Goldman Sachs sees that trend continuing as the investment bank noted that last year "3,014 data breach incidents took place worldwide, exposing 1.1 billion records," up 25 percent year over year.

Here are Goldman's highlighted cybersecurity plays.