Investment Themes

Cybersecurity, The Great Threat

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Investment Themes

You're in 2027. The sun is not quite up, you are waiting in front of your home, with family and luggage, for a taxi to take you to the airport to go on holiday. How much confidence will you need to climb into the driverless vehicle that just stopped?

Another scenario. In 2022, your small business will generate nearly half of its turnover through its website. How to ensure the safety of the activity? And right now, what guarantees that your personal data is sufficiently protected on the web? In all these cases and many others, part of the solution involves cybersecurity. The hyper-connected world in which we live will only increase the economic weight of IT security in the broadest sense. The explosion of the cyber security market is not a mirage, the figures prove it. Spending on protection against cyber-attacks amounted to between $3.5 billion and $4 billion annually worldwide in 2004. At the time, most companies only had an antivirus and a firewall, a bit like the private individual today. For the year 2018, estimates vary from one design office to another, sometimes significantly, but all exceed $100 billion, a multiple of 25 in 15 years. In the future, the growth will not be as impressive, but this market should continue to grow in double digits, one of the most dynamic segments of IT. Global Market Insights estimated in a recent study that the sector's revenue could reach nearly $300 billion per year by 2024, which illustrates the inevitable rise of IT security.

Our selection

Technology
Other Software
7.27B -7.28%
Technology
Other Communications & Networking
476B +56.93%
Technology
Other IT Services & Consulting
1.41B +3.56%
Technology
Other IT Services & Consulting
23.47B +61.82%
Technology
Security Software
117B +101.62%
Technology
Other IT Services & Consulting
24.94B +65.97%
Technology
Other Software
5.41B +51.14%
Technology
Other Software
3,712B +3.36%
Technology
Cloud Computing Services
6.29B +36.78%
Technology
Other IT Services & Consulting
60.29M -7.59%
Technology
Integrated Hardware & Software
342M -10.39%
Technology
Other Semiconductors
1.31B +24.47%
Technology
Other IT Services & Consulting
336M +11.13%
Technology
Other Software
3.98B +53.72%
Technology
Security Software
211B +76.97%
Technology
Security Software
17.41B +10.62%
Technology
Cloud Computing Services
14.12B +12.76%
Technology
Other Semiconductors
42.37B +75.56%
Technology
Security Software
5.15B +137.84%
Technology
Other Software
5.5B +3.54%
Industrials
Other Aerospace & Defense
83.81B +30.16%
Technology
Other IT Services & Consulting
16.97B -25.02%
Technology
Other IT Services & Consulting
49.53B -27.26%
Technology
Other IT Services & Consulting
2.92B +48.30%
Technology
Enterprise Software
413B -26.39%
Technology
Security Software
12.79B -32.49%
Industrials
Satellite Design & Manufacture
62.65B +15.32%
Technology
Other IT Services & Consulting
524M +2.73%
Industrials
Other Aerospace & Defense
301B +21.73%
Technology
Other IT Services & Consulting
26.42B +20.41%
Technology
Other IT Services & Consulting
13.89B +18.01%
Technology
Mobile Application Software
759M +59.34%
Technology
Enterprise Software
2B +56.02%
Industrials
Financial Information Providers
33.68B -15.17%
Technology
Security Software
598M +26.48%
Technology
Other IT Services & Consulting
220B -21.19%
Technology
Security Software
293B +95.16%
Technology
Other IT Services & Consulting
5.25B +23.47%
Technology
Other Computer Hardware
25.77B +26.48%
Technology
Other IT Services & Consulting
8.89B -12.36%
Technology
Security Software
16.82B +3.35%
Technology
Other Software
7.12B +38.40%
Technology
Other Software
644M -0.70%
Industrials
Other Professional Information Services
20.65B -18.98%
Industrials
Aerospace & Defense Electronics
5.12B -22.48%
Technology
Other IT Services & Consulting
3.61B +122.79%
Technology
Cloud Computing Services
101B +44.27%
Technology
System Software
26.29B -27.71%
Technology
Security Software
694M -31.71%
Technology
Other IT Services & Consulting
17.24B +35.87%
Technology
Security Software
4.87B +29.39%
Technology
Enterprise Software
171M -10.00%
Technology
Enterprise Software
109M -43.24%
Technology
Other Software
31.98M +48.53%
Technology
Security Software
381M -26.80%
Technology
Other IT Services & Consulting
121M -10.53%
Technology
Security Software
20.64B -8.34%
Technology
Other Communications & Networking
376M -27.08%
Technology
Other IT Services & Consulting
15.48M -33.91%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Other IT Services & Consulting
297M +15.76%
Technology
Security Software
1.17B +15.86%
Technology
Internet Security & Transactions Services
122M +4.35%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Other IT Services & Consulting
67.02M -
Technology
Security Software
356M -1.87%
Technology
Application Software
392M -2.83%
Technology
Security & Surveillance
81.71M -9.95%
Technology
Other Software
32.79M -
Technology
Biometric Products
7.08M -62.63%

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Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Cybersecurity, The Great Threat