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 IT Services & Consulting
1.27B -7.01%
Technology
Other Software
5.59B +59.98%
Technology
Other Software
6.25B -17.74%
Technology
Other Communications & Networking
449B +53.59%
Technology
Other IT Services & Consulting
63.31M -3.14%
Technology
Security Software
115B +106.18%
Technology
Other IT Services & Consulting
25.51B +72.13%
Technology
Other Software
2,848B -20.52%
Technology
Cloud Computing Services
5.41B +19.93%
Technology
Integrated Hardware & Software
355M -3.33%
Technology
Other Semiconductors
1.66B +54.85%
Technology
Security Software
6.51B +213.32%
Technology
Other IT Services & Consulting
311M +6.36%
Technology
Other Software
4.36B +75.82%
Technology
Other IT Services & Consulting
45.19B -34.95%
Industrials
Satellite Design & Manufacture
54.75B -1.31%
Technology
Other IT Services & Consulting
23.65B +68.58%
Technology
Security Software
195B +69.30%
Technology
Security Software
17.37B +16.04%
Technology
Cloud Computing Services
12.78B +4.36%
Technology
Other Semiconductors
52B +131.21%
Technology
Enterprise Software
405B -26.01%
Technology
Other IT Services & Consulting
505M 0.00%
Technology
Security Software
546M +18.46%
Technology
Other IT Services & Consulting
13.48B -40.90%
Technology
Other Software
4.98B -3.23%
Industrials
Other Aerospace & Defense
72.99B +7.29%
Technology
Other IT Services & Consulting
3.07B +65.71%
Technology
Security Software
14.24B -25.54%
Industrials
Other Aerospace & Defense
262B +6.43%
Technology
Other IT Services & Consulting
24.38B +11.13%
Technology
Mobile Application Software
834M +84.27%
Technology
Other IT Services & Consulting
10.91B -9.29%
Technology
Other IT Services & Consulting
284B -0.31%
Industrials
Financial Information Providers
31.48B -22.45%
Technology
Security Software
261B +83.66%
Technology
Other IT Services & Consulting
4.79B +13.29%
Technology
Other IT Services & Consulting
7.52B -25.13%
Technology
Other Computer Hardware
21.75B +8.30%
Technology
Security Software
15.55B -4.41%
Technology
Enterprise Software
2.67B +115.43%
Industrials
Aerospace & Defense Electronics
6.06B -9.58%
Technology
Other Software
6.11B +25.73%
Technology
Other Software
473M -24.25%
Technology
Other IT Services & Consulting
3.09B +99.71%
Industrials
Other Professional Information Services
19.9B -23.19%
Technology
Cloud Computing Services
96.64B +39.89%
Technology
System Software
23.21B -34.59%
Technology
Security Software
767M -24.93%
Technology
Other IT Services & Consulting
18.4B +48.45%
Technology
Security Software
5.17B +39.66%
Technology
Enterprise Software
173M -3.27%
Technology
Security Software
332M -6.44%
Technology
Enterprise Software
119M -37.46%
Technology
Security Software
322M -37.04%
Technology
Other IT Services & Consulting
137M -0.28%
Technology
Other Software
19.6M -4.17%
Technology
Other IT Services & Consulting
18.33M -24.50%
Technology
Security Software
20.64B -8.34%
Technology
Other Communications & Networking
389M -21.18%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Security Software
1.28B +33.37%
Technology
Internet Security & Transactions Services
120M +5.97%
Technology
Other IT Services & Consulting
46.04M -
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Other IT Services & Consulting
232M -4.78%
Technology
Security & Surveillance
80.7M -13.30%
Technology
Application Software
340M -10.82%
Technology
Biometric Products
12.13M -16.05%
Technology
Biometric Products
14.31M -21.88%
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