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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.

"Cyberwar and cybercrime are two of the defining geopolitical and business challenges of our time," wrote Goldman's David Kostin in a report Friday. "Data safety is a top management priority."

The bank's survey of security officials at U.S. companies showed that 60 percent would boost cybercrime spending by at least 5 percent this year and a fifth of companies are set to increase their hacking defense budget by more than 15 percent.

Hedge funds are really backing the cybersecurity trend. Goldman gave clients the names most owned by the so-called smart money. They are Intralinks Holdings, Infloblox, Guidance Software, Radware and Vasco Data Security.

Read More Wall Street firm's portfolio up 29% in 18 months

—With reporting by CNBC's Michael Bloom.