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
319M -20.20%
Technology
Other Software
4.82B +38.31%
Technology
Security Software
2.27B +2.90%
Technology
Other IT Services & Consulting
11.58B -24.30%
Technology
Other Software
2,854B -20.52%
Technology
Cloud Computing Services
2.9B -38.75%
Technology
Security Software
58.26B -0.84%
Technology
Other IT Services & Consulting
445M -14.08%
Technology
Other Semiconductors
1.21B +13.50%
Technology
Other IT Services & Consulting
11.92B +1.32%
Technology
Other Communications & Networking
325B +6.91%
Industrials
Satellite Design & Manufacture
63.88B +15.97%
Technology
Other IT Services & Consulting
1.43B +3.34%
Technology
Other IT Services & Consulting
19.85B -12.64%
Technology
Other IT Services & Consulting
55.18B -20.96%
Technology
Enterprise Software
448B -20.16%
Technology
Security Software
9.83B -36.44%
Technology
Security Software
15.01B -23.42%
Technology
Security Software
132B -11.78%
Technology
Cloud Computing Services
10.07B -22.13%
Technology
Other IT Services & Consulting
223B -19.71%
Technology
Other IT Services & Consulting
15.51B +16.77%
Industrials
Financial Information Providers
31.46B -21.23%
Technology
Other Semiconductors
28.73B +27.69%
Industrials
Other Aerospace & Defense
90.28B +29.48%
Technology
Other IT Services & Consulting
284M -8.48%
Technology
Security Software
410M -14.80%
Technology
Other IT Services & Consulting
2.36B +20.66%
Technology
Other Software
1.99B -26.01%
Industrials
Aerospace & Defense Electronics
6.01B -9.17%
Industrials
Other Aerospace & Defense
271B +9.82%
Technology
Other Software
4.18B -17.55%
Technology
Other IT Services & Consulting
24.73B +11.73%
Technology
Other Software
371M -45.67%
Technology
Other Software
4.72B -39.57%
Technology
Other Computer Hardware
17.59B -13.69%
Technology
Other IT Services & Consulting
4.13B -5.61%
Technology
Other IT Services & Consulting
3.7B +139.39%
Technology
Other IT Services & Consulting
82.68M +30.89%
Technology
Mobile Application Software
638M +33.36%
Technology
Security Software
11.45B -30.45%
Technology
Security Software
345M -65.53%
Technology
Security Software
102B -14.19%
Technology
Other Software
4.35B -14.73%
Technology
Security Software
2.58B -33.02%
Technology
Other IT Services & Consulting
9.87B -3.02%
Technology
Other IT Services & Consulting
13.98B +8.81%
Technology
Enterprise Software
188M +4.08%
Technology
System Software
19.72B -45.48%
Technology
Enterprise Software
1.79B +40.93%
Industrials
Other Professional Information Services
22.49B -14.06%
Technology
Cloud Computing Services
64.77B -6.66%
Technology
Enterprise Software
137M -31.43%
Technology
Security Software
207M -39.49%
Technology
Security Software
454M -12.32%
Technology
Other IT Services & Consulting
16.32M -30.35%
Technology
Security Software
20.64B -8.34%
Technology
Other Software
17.12M -17.89%
Technology
Other Communications & Networking
418M -17.36%
Technology
Other IT Services & Consulting
117M -17.92%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Application Software
388M +0.67%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Other IT Services & Consulting
60.88M -
Technology
Security Software
1.03B +1.25%
Technology
Internet Security & Transactions Services
104M -8.81%
Technology
Biometric Products
12.3M -19.89%
Technology
Security & Surveillance
76.09M -1.32%
Technology
Other Software
32.79M -
Technology
Biometric Products
14.51M -27.00%
Technology
Other IT Services & Consulting
181M -25.96%

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Ratings ESG MSCI

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