Wall Street experts shared their final stock picks on CNBC's Halftime Report, and the lineup covered everything from cybersecurity to cloud infrastructure to industrial real estate. Here's what the pros are watching.

CrowdStrike Heads Into Earnings

Malcolm Ethridge from Capital Area Planning Group picked CrowdStrike Holdings, Inc. (CRWD), which is scheduled to report quarterly earnings later this week. The timing matters here—CrowdStrike will release its third-quarter results after the closing bell on Tuesday, December 2.

Analysts are expecting the Austin, Texas-based cybersecurity company to post earnings of 94 cents per share, a modest increase from 93 cents per share in the same period last year. The consensus estimate for quarterly revenue is $1.22 billion, up from $1.01 billion a year earlier, according to data from Benzinga Pro.

A Cybersecurity ETF Play

Bryn Talkington, managing partner of Requisite Capital Management, went with Global X Cybersecurity ETF (BUG). Her reasoning was straightforward: if you don't have any cybersecurity exposure in your portfolio, this is a good entry point. The ETF offers a diversified approach to the sector, which can be appealing when you're not ready to bet on individual names.

Amazon's Cloud Expansion

Stephanie Link, chief investment strategist, head of investment solutions and portfolio manager at Hightower Advisors, named Amazon.com, Inc. (AMZN) as her final trade. The pick came with some relevant context about what Amazon has been up to lately.

In a joint effort to address the increasing need for reliable connectivity, Amazon and Alphabet Inc. (GOOGL) (GOOG) Google have launched a new multicloud networking service. Announced on Sunday, the service enables customers to establish private, high-speed links between the two companies' computing platforms in a matter of minutes rather than weeks. When even brief internet disruptions can trigger significant outages, that kind of speed matters.

A Real Estate Play on E-Commerce

Joseph M. Terranova, senior managing director for Virtus Investment Partners, named Prologis, Inc. (PLD), a REIT that has a relationship with Amazon. The connection makes sense—Prologis is one of the largest owners of logistics real estate, and Amazon's distribution network needs warehouses.

On November 10, Scotiabank analyst Nicholas Yulico maintained Prologis with a Sector Perform rating and raised the price target from $127 to $133.

How the Stocks Performed

• CrowdStrike shares gained 1.5% to close at $509.16 on Friday.
• Global X Cybersecurity ETF gained 1% during the session.
• Amazon gained 1.8% to settle at $233.22 on Friday.
• Prologis shares rose 0.3% to close at $128.53 during the session.