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 Software
2.67B +7.96%
Technology
Security Software
598M -15.64%
Technology
Integrated Hardware & Software
205M -18.42%
Technology
Other IT Services & Consulting
1.21B -26.89%
Technology
Cloud Computing Services
5.06B -0.73%
Technology
Other IT Services & Consulting
16.1B +16.71%
Technology
Cloud Computing Services
15.84B -3.40%
Technology
Other Software
3,739B +19.34%
Technology
Security Software
78.81B +8.99%
Technology
Security Software
127B +4.81%
Technology
Other IT Services & Consulting
102M -23.98%
Technology
Security Software
2.4B +1.10%
Technology
Other IT Services & Consulting
21.07B +13.61%
Technology
Other IT Services & Consulting
1.58B +2.31%
Technology
Other IT Services & Consulting
16.89B +16.97%
Technology
Other Software
9B -13.96%
Technology
Other Software
8.39B +10.21%
Technology
Other Communications & Networking
269B +14.56%
Technology
Other Semiconductors
1.21B -17.88%
Technology
System Software
45.33B +61.38%
Technology
Security Software
23.91B +18.20%
Technology
Other Software
2.39B +27.47%
Technology
Other IT Services & Consulting
1.64B +86.43%
Industrials
Other Aerospace & Defense
76.83B +64.87%
Technology
Other IT Services & Consulting
5.33B +1.77%
Technology
Other IT Services & Consulting
10.71B +20.58%
Technology
Other Computer Hardware
23.32B -23.90%
Technology
Other IT Services & Consulting
258B +29.10%
Technology
Other IT Services & Consulting
26.56B +36.65%
Technology
Enterprise Software
170M +124.97%
Industrials
Satellite Design & Manufacture
61.07B +79.95%
Industrials
Financial Information Providers
47.38B +16.98%
Technology
Other IT Services & Consulting
75.68B -15.75%
Technology
Enterprise Software
644B +37.59%
Technology
Cloud Computing Services
63.4B +69.86%
Technology
Other IT Services & Consulting
13.38B -16.28%
Technology
Security Software
16.61B +31.33%
Technology
Security Software
18.48B +8.84%
Industrials
Aerospace & Defense Electronics
8B -18.84%
Technology
Other IT Services & Consulting
273M -13.58%
Technology
Other IT Services & Consulting
11.32B -19.07%
Technology
Enterprise Software
1.28B -3.21%
Technology
Other Software
5.89B -19.86%
Technology
Security Software
690M +23.84%
Technology
Other IT Services & Consulting
590M -4.25%
Technology
Mobile Application Software
437M -13.84%
Technology
Other IT Services & Consulting
985M -27.97%
Industrials
Other Aerospace & Defense
199B +29.00%
Technology
Security Software
5.65B +13.53%
Technology
Internet Security & Transactions Services
112M -18.37%
Technology
Other IT Services & Consulting
41.98M -31.38%
Technology
Security Software
18.96B +13.17%
Industrials
Other Professional Information Services
32.37B +2.27%
Technology
Other Semiconductors
23.52B -8.40%
Technology
Other IT Services & Consulting
119B +39.17%
Technology
Other Software
4.05B -15.90%
Technology
Security Software
1.2B +24.90%
Technology
Other Software
1.46B -43.33%
Technology
Other IT Services & Consulting
138M -30.47%
Technology
Security Software
212M +40.03%
Technology
Other Software
26.35M -4.59%
Technology
Security Software
493M -5.92%
Technology
Security & Surveillance
128M +175.55%
Technology
Enterprise Software
113M +133.65%
Technology
Other IT Services & Consulting
74.47M +123.82%
Technology
Other IT Services & Consulting
345M +25.56%
Technology
Application Software
463M +1.21%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
756M +0.59%
Technology
Other Communications & Networking
711M -3.12%
Technology
Other Software
32.79M -
Technology
Biometric Products
25.7M -35.40%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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