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
401M +59.06%
Technology
Cloud Computing Services
5.24B +4.18%
Technology
Security Software
20.73B +3.41%
Technology
Security Software
64.64B -8.00%
Technology
Other Software
3,591B +14.63%
Technology
Other IT Services & Consulting
23.89B +29.68%
Technology
Other IT Services & Consulting
1.94B +24.19%
Industrials
Other Aerospace & Defense
66.39B +46.80%
Technology
Other IT Services & Consulting
1.38B +58.08%
Technology
Other Communications & Networking
308B +31.71%
Technology
Security Software
2.54B +9.34%
Technology
Security Software
465M -34.09%
Technology
Security Software
139B +9.28%
Technology
Other IT Services & Consulting
14.41B -1.33%
Technology
Other Computer Hardware
24.22B -20.59%
Technology
Other IT Services & Consulting
13.15B +47.42%
Technology
Other IT Services & Consulting
74.45B -14.41%
Technology
Other IT Services & Consulting
23.13B +20.57%
Industrials
Satellite Design & Manufacture
53.57B +63.58%
Technology
Enterprise Software
620B +30.57%
Technology
Other Semiconductors
1.18B -14.90%
Technology
Other IT Services & Consulting
288B +40.08%
Technology
Other IT Services & Consulting
12.01B -12.71%
Industrials
Financial Information Providers
40.44B -3.89%
Industrials
Other Aerospace & Defense
229B +47.86%
Industrials
Aerospace & Defense Electronics
7.1B -27.75%
Technology
Other IT Services & Consulting
590M -3.72%
Technology
Other Software
6.08B -17.00%
Technology
Security Software
16.71B -1.06%
Technology
Other IT Services & Consulting
299M -8.32%
Technology
Enterprise Software
1.27B -3.42%
Technology
Security Software
3.56B -32.03%
Technology
Security Software
588M +10.10%
Technology
Security Software
1.05B -60.30%
Technology
Other IT Services & Consulting
10.68B -31.62%
Industrials
Other Professional Information Services
25.89B -17.01%
Technology
Mobile Application Software
425M -16.44%
Technology
Other IT Services & Consulting
66.53M -50.51%
Technology
Other IT Services & Consulting
29.95M -51.54%
Technology
Other Semiconductors
24.14B +2.64%
Technology
Other IT Services & Consulting
1.24B -25.28%
Technology
Other Software
16.46M -42.76%
Technology
Security Software
349M +126.68%
Technology
Other IT Services & Consulting
138M -33.40%
Technology
Other Communications & Networking
511M -30.53%
Technology
Other Software
3.28B +25.75%
Technology
Other Software
838M -54.92%
Technology
Other IT Services & Consulting
4.54B -9.99%
Technology
Application Software
1.6K -
Technology
Enterprise Software
191M +200.00%
Technology
Enterprise Software
180M +140.14%
Technology
Other IT Services & Consulting
79.25M -
Technology
Cloud Computing Services
70.39B +86.62%
Technology
Security Software
129B +49.65%
Technology
Security & Surveillance
67.81M +45.09%
Technology
Security Software
24.16B +43.69%
Technology
System Software
38.7B +34.52%
Technology
Security Software
17.03B +31.99%
Technology
Other IT Services & Consulting
1.57B +11.44%
Technology
Other IT Services & Consulting
15.22B +9.00%
Technology
Security Software
1.03B +5.42%
Technology
Other IT Services & Consulting
267M +5.91%
Technology
Other IT Services & Consulting
756M +0.59%
Technology
Application Software
398M -7.25%
Technology
Internet Security & Transactions Services
117M -8.16%
Technology
Cloud Computing Services
13.4B -18.22%
Technology
Security Software
465M -21.65%
Technology
Other Software
32.79M -
Technology
Other Software
7.87B -24.64%
Technology
Other Software
3.15B -32.96%
Technology
Other Software
4.93B -34.59%
Technology
Biometric Products
20.47M -49.79%
Technology
Biometric Products
16.59M -70.57%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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