There’s one stock you should have on your radar its SAIC Inc (SAI). This secretive defense company should be right in the sweet spot to benefit from Obama’s cyber spending, Alex Hamilton says. Although the stock is down about 10% year to date, Hamilton isn’t worried. He tells Fast Money the company’s fundamentals are solid and that the firm is being driven by organic growth.

Hamilton also likes CACI International (CACI) which has terrific free cash flow and the best yield in the space.

And in case you’re looking for a few other names Hamilton suggests watching NCI (NCIT) which is very well positioned at the NSA and SRA International (SRX).

And in case you’re looking for a few other names Hamilton also suggests watching NCI (NCIT) which is very well positioned at the NSA and SRA International (SRX).

Guy Adami said look at L-3 Communications (LLL) for a play on homeland security.