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
312M -16.27%
Technology
Other Software
4.56B +28.34%
Technology
Other IT Services & Consulting
95.97M +55.76%
Technology
Other Communications & Networking
448B +42.61%
Technology
Other IT Services & Consulting
25.89B +78.87%
Technology
Other IT Services & Consulting
37.05B +141.15%
Technology
Security Software
135B +129.08%
Technology
Cloud Computing Services
6.56B +44.96%
Technology
Enterprise Software
9.67B +28.90%
Technology
Other Software
3,963B +11.54%
Technology
Security Software
4.81B +138.61%
Technology
Other IT Services & Consulting
1.78B +27.29%
Technology
Other IT Services & Consulting
344M +23.50%
Technology
Enterprise Software
396B -31.01%
Technology
Other Semiconductors
38.53B +39.93%
Technology
Security Software
4.2B +67.11%
Technology
Security Software
256B +108.70%
Technology
Cloud Computing Services
115B +60.45%
Technology
Other IT Services & Consulting
5.51B +32.44%
Industrials
Other Aerospace & Defense
251B +1.94%
Technology
Other IT Services & Consulting
46.31B -31.29%
Industrials
Other Aerospace & Defense
70.63B +12.81%
Industrials
Satellite Design & Manufacture
51.35B -0.91%
Technology
Security Software
13.69B -25.58%
Technology
Other IT Services & Consulting
2.81B +43.24%
Technology
Other Semiconductors
1.2B +14.35%
Technology
Cloud Computing Services
18.37B +47.05%
Technology
Security Software
23.61B +55.10%
Technology
Other Computer Hardware
27.47B +38.46%
Technology
Other IT Services & Consulting
13.35B +14.74%
Technology
Security Software
14.25B -8.72%
Technology
Other IT Services & Consulting
15.13B -31.26%
Technology
Other IT Services & Consulting
27.22B +25.17%
Technology
Security Software
648M +39.17%
Technology
Mobile Application Software
712M +60.00%
Technology
Other Software
6.04B +12.52%
Technology
Security Software
834M -13.95%
Technology
Other IT Services & Consulting
8.64B -11.69%
Technology
Other IT Services & Consulting
3.98B +146.27%
Technology
Other IT Services & Consulting
215B -20.96%
Industrials
Financial Information Providers
31.07B -15.11%
Technology
Other Software
724M +20.93%
Technology
Enterprise Software
1.96B +43.53%
Technology
Security Software
7.94B +55.80%
Technology
Security Software
307B +101.02%
Technology
System Software
36B -2.00%
Industrials
Other Professional Information Services
17.67B -25.68%
Technology
Enterprise Software
184M +0.20%
Industrials
Aerospace & Defense Electronics
4.57B -28.64%
Technology
Other IT Services & Consulting
13.18B +5.81%
Technology
Security Software
5.41B +44.33%
Technology
Other Software
27.56M +38.24%
Technology
Other IT Services & Consulting
554M +10.34%
Technology
Security Software
20.64B -8.34%
Technology
Enterprise Software
114M -41.14%
Technology
Security Software
510M +1.44%
Technology
Other IT Services & Consulting
121M -9.10%
Technology
Other IT Services & Consulting
16.03M -45.37%
Technology
Other Communications & Networking
261M -50.69%
Technology
Internet Security & Transactions Services
233M +92.69%
Technology
Other IT Services & Consulting
382M +63.37%
Technology
Application Software
600M +44.09%
Technology
Security Software
1.21B +17.77%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
45.78M -
Technology
Security & Surveillance
74.78M -14.21%
Technology
Other Software
32.79M -
Technology
Security Software
255M -27.33%
Technology
Biometric Products
6.7M -79.51%

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Ratings ESG MSCI

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