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
Integrated Hardware & Software
321M -15.88%
Technology
Other IT Services & Consulting
23.44B +62.19%
Technology
Other Communications & Networking
475B +56.34%
Technology
Other Software
7.94B +1.21%
Technology
Other Software
4.97B +37.63%
Technology
Security Software
119B +103.87%
Technology
Other IT Services & Consulting
26.13B +73.85%
Technology
Other Software
3,741B +4.17%
Technology
Cloud Computing Services
6.51B +41.69%
Technology
Other IT Services & Consulting
57.08M -13.61%
Technology
Other Semiconductors
1.29B +22.78%
Technology
Other IT Services & Consulting
333M +10.95%
Technology
Other Software
4.17B +60.82%
Technology
Other IT Services & Consulting
1.45B +4.64%
Technology
Security Software
226B +89.35%
Technology
Security Software
19.95B +26.74%
Technology
Other Semiconductors
43.89B +77.85%
Technology
Cloud Computing Services
14.35B +14.58%
Technology
Security Software
5.27B +141.70%
Technology
Other Software
5.63B +7.14%
Industrials
Other Aerospace & Defense
85.31B +30.11%
Technology
Other IT Services & Consulting
17.68B -21.90%
Technology
Other IT Services & Consulting
50.56B -27.84%
Technology
Other IT Services & Consulting
2.81B +42.65%
Technology
Enterprise Software
419B -25.36%
Technology
Security Software
13.18B -30.42%
Industrials
Satellite Design & Manufacture
63.49B +16.54%
Technology
Other IT Services & Consulting
524M +2.30%
Industrials
Other Aerospace & Defense
302B +22.06%
Technology
Other IT Services & Consulting
25.97B +18.39%
Technology
Mobile Application Software
836M +75.55%
Industrials
Financial Information Providers
34.34B -14.54%
Technology
Other IT Services & Consulting
225B -19.51%
Technology
Security Software
601M +26.95%
Technology
Enterprise Software
1.97B +53.59%
Technology
Security Software
313B +108.36%
Technology
Other IT Services & Consulting
5.3B +24.57%
Technology
Other Computer Hardware
26.59B +30.48%
Technology
Other IT Services & Consulting
9.45B -6.86%
Technology
Security Software
17.37B +6.69%
Technology
Other IT Services & Consulting
4.58B +182.71%
Technology
Other IT Services & Consulting
14.75B +25.29%
Technology
Other Software
7.7B +49.73%
Technology
Other Software
668M +1.76%
Industrials
Other Professional Information Services
21.38B -16.14%
Industrials
Aerospace & Defense Electronics
5.15B -21.93%
Technology
Cloud Computing Services
109B +55.70%
Technology
System Software
28.87B -20.62%
Technology
Other IT Services & Consulting
16.77B +33.72%
Technology
Security Software
4.84B +28.38%
Technology
Enterprise Software
168M -11.02%
Technology
Security Software
902M -11.97%
Technology
Enterprise Software
114M -42.60%
Technology
Other Software
29.4M +43.14%
Technology
Other IT Services & Consulting
124M -10.95%
Technology
Security Software
20.64B -8.34%
Technology
Security Software
394M -22.56%
Technology
Other Communications & Networking
356M -30.90%
Technology
Other IT Services & Consulting
16.67M -28.85%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Internet Security & Transactions Services
123M +8.20%
Technology
Other IT Services & Consulting
295M +13.33%
Technology
Security Software
1.2B +18.64%
Technology
Security Software
404M +11.47%
Technology
Security & Surveillance
80.46M -11.68%
Technology
Other IT Services & Consulting
61.41M -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Application Software
436M +7.32%
Technology
Biometric Products
6.97M -62.80%
Technology
Application Software
7 -
Technology
Other Software
32.79M -

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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