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
360M +14.61%
Technology
Other Software
5.56B +60.69%
Technology
Other Communications & Networking
369B +26.27%
Technology
Other Semiconductors
28.64B +19.60%
Technology
Other IT Services & Consulting
29.49B +102.75%
Technology
Other IT Services & Consulting
99.25M +62.30%
Technology
Security Software
87.31B +54.14%
Technology
Other IT Services & Consulting
17.66B +24.60%
Technology
Cloud Computing Services
6.59B +49.91%
Technology
Other Software
3,940B +11.72%
Technology
Enterprise Software
9.04B +17.74%
Technology
Other IT Services & Consulting
1.65B +24.06%
Technology
Other IT Services & Consulting
351M +23.32%
Technology
Security Software
5.13B +139.00%
Technology
Security Software
4.4B +83.40%
Technology
Enterprise Software
362B -39.18%
Technology
Cloud Computing Services
12.46B +0.65%
Technology
Security Software
223B +89.22%
Technology
Cloud Computing Services
96.32B +47.15%
Technology
Security Software
797M +71.53%
Technology
Other IT Services & Consulting
13.57B +16.54%
Industrials
Other Aerospace & Defense
256B +5.35%
Industrials
Satellite Design & Manufacture
50.79B -0.91%
Technology
Other IT Services & Consulting
50.48B -28.56%
Industrials
Other Aerospace & Defense
69.78B +11.35%
Technology
Other IT Services & Consulting
27.69B +27.71%
Technology
System Software
32.23B -10.91%
Technology
Security Software
14.72B -22.24%
Technology
Security Software
21.92B +41.77%
Technology
Other Computer Hardware
25.66B +29.57%
Technology
Other IT Services & Consulting
6.13B +46.72%
Technology
Security Software
17.67B +8.79%
Technology
Other IT Services & Consulting
16.19B -26.00%
Technology
Other Software
5.31B +3.09%
Technology
Security Software
1.01B -1.97%
Technology
Other IT Services & Consulting
10.12B +3.77%
Technology
Other IT Services & Consulting
2.56B +56.39%
Technology
Other IT Services & Consulting
232B -16.39%
Technology
Other Software
734M +23.78%
Industrials
Financial Information Providers
35.88B -9.63%
Technology
Other IT Services & Consulting
2.24B +20.73%
Technology
Mobile Application Software
778M +71.09%
Technology
Other Semiconductors
1.02B +0.42%
Technology
Security Software
7.58B +50.80%
Technology
Security Software
256B +75.35%
Technology
Enterprise Software
171M -6.33%
Technology
Enterprise Software
1.78B +44.43%
Technology
Other IT Services & Consulting
11.98B -6.39%
Industrials
Aerospace & Defense Electronics
5.16B -19.24%
Industrials
Other Professional Information Services
22.19B -12.47%
Technology
Security Software
5.63B +49.06%
Technology
Other IT Services & Consulting
323M +13.51%
Technology
Other Software
27.83M +42.16%
Technology
Security Software
20.64B -8.34%
Technology
Security Software
439M -13.44%
Technology
Enterprise Software
114M -40.25%
Technology
Other IT Services & Consulting
15.91M -47.83%
Technology
Other IT Services & Consulting
95.26M -27.74%
Technology
Other Communications & Networking
242M -52.26%
Technology
Other IT Services & Consulting
451M +83.53%
Technology
Application Software
653M +76.71%
Technology
Internet Security & Transactions Services
161M +43.67%
Technology
Security Software
1.26B +28.54%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
40.74M -
Technology
Security & Surveillance
80.58M -6.80%
Technology
Other Software
32.79M -
Technology
Security Software
278M -25.41%
Technology
Biometric Products
7.89M -77.82%

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Ratings ESG MSCI

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