The PowerShares QQQ ETF (QQQ) - Get Invesco QQQ Trust Report has had a powerful 2017, rallying some 30% so far on the year. But one industry not enjoying such a great ride? Cyber security.

That's an interesting note, TheStreet's Jim Cramer pointed out on CNBC's "Stop Trading" segment Monday. That's very surprising, given how important securing personal data has become. One only needs to look to the Equifax (EFX) - Get Equifax Inc. Report hack to understand why companies are looking to increase their cyber security.

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Cramer also pointed out the 8% growth in security revenue for Cisco Systems (CSCO) - Get Cisco Systems, Inc. Report in the company's recent earnings results. Palo Alto Networks (PANW) - Get Palo Alto Networks, Inc. Report reports on Monday after the close, so it will be interesting to see what management has to say.

Is Cisco seeing its security revenue rise because it is taking market share from its competitors in which Palo Alto is an opponent? Or has there been a large increase in security spending to ensure more companies don't end up like Equifax?

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That's what Cramer, who also manages the

Action Alerts PLUS charitable trust portfolio

, will be looking for Monday night.

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