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
3.37B -1.62%
Technology
Integrated Hardware & Software
412M +9.41%
Technology
Cloud Computing Services
4.75B -0.30%
Technology
Security Software
18.72B -6.04%
Technology
Security Software
56.33B -4.61%
Technology
Other Software
3,301B -8.17%
Technology
Security Software
2.24B +1.16%
Technology
Other IT Services & Consulting
15.76B +2.86%
Technology
Other IT Services & Consulting
24.56B +6.50%
Technology
Other IT Services & Consulting
1.44B +2.37%
Technology
Other Communications & Networking
291B -4.34%
Technology
Other IT Services & Consulting
2B +2.22%
Technology
Enterprise Software
500B -10.79%
Technology
Security Software
451M -7.71%
Technology
Security Software
126B -1.48%
Technology
Cloud Computing Services
11.88B -9.09%
Technology
Other IT Services & Consulting
13.97B +18.72%
Technology
Other Semiconductors
1.06B -1.27%
Industrials
Financial Information Providers
37.66B -8.71%
Technology
Other IT Services & Consulting
13.48B +7.42%
Technology
Other IT Services & Consulting
73.07B +2.80%
Industrials
Other Aerospace & Defense
82.46B +20.30%
Industrials
Satellite Design & Manufacture
62.86B +13.88%
Technology
Other IT Services & Consulting
23.43B +4.04%
Technology
Cloud Computing Services
59.54B -13.79%
Technology
Other IT Services & Consulting
15.19B +2.46%
Technology
Other Software
555M -21.97%
Technology
Other IT Services & Consulting
4.91B +8.03%
Technology
Security Software
823M -17.30%
Industrials
Other Aerospace & Defense
265B +7.69%
Technology
Other Computer Hardware
17.93B -12.34%
Technology
Other IT Services & Consulting
278B +0.45%
Technology
Other IT Services & Consulting
309M -4.77%
Industrials
Aerospace & Defense Electronics
7.74B +17.64%
Technology
Security Software
12.88B -15.86%
Technology
Other Software
5.22B -3.32%
Technology
Security Software
15.54B -7.34%
Technology
Other Software
4.69B -8.00%
Technology
Security Software
112B -4.88%
Industrials
Other Professional Information Services
25.95B -2.29%
Technology
Enterprise Software
1.23B -3.17%
Technology
Security Software
3.88B +0.30%
Technology
Other Software
2.66B -5.10%
Technology
Enterprise Software
214M +13.27%
Technology
System Software
33.28B -7.23%
Technology
Other Software
7.33B -7.85%
Technology
Other IT Services & Consulting
11.59B +13.29%
Technology
Other IT Services & Consulting
1.33B -12.38%
Technology
Other IT Services & Consulting
569M -0.86%
Technology
Security Software
22.23B -1.29%
Technology
Security Software
478M -11.04%
Technology
Other IT Services & Consulting
89.45M +36.13%
Technology
Security Software
391M +14.08%
Technology
Other Semiconductors
27.57B +17.64%
Technology
Mobile Application Software
462M -4.36%
Technology
Other IT Services & Consulting
24.93M +7.83%
Technology
Other Software
19.4M -6.86%
Technology
Other Communications & Networking
468M -7.99%
Technology
Security Software
350M +0.12%
Technology
Other IT Services & Consulting
158M +7.40%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Other IT Services & Consulting
92.46M -
Technology
Internet Security & Transactions Services
122M +3.18%
Technology
Security Software
1.05B +0.12%
Technology
Application Software
799 -.--%
Technology
Other IT Services & Consulting
756M -.--%
Technology
Other IT Services & Consulting
251M -1.88%
Technology
Biometric Products
15.16M -0.27%
Technology
Security & Surveillance
94.17M -1.02%
Technology
Application Software
385M -1.66%
Technology
Biometric Products
18.89M -3.47%
Technology
Enterprise Software
192M -4.44%
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