Investment Themes

Cybersecurity, The Great Threat

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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 -6.69%
Technology
Other Software
5.65B +59.98%
Technology
Other Software
6.45B -17.74%
Technology
Other Communications & Networking
466B +53.59%
Technology
Other IT Services & Consulting
63.47M -1.57%
Technology
Security Software
120B +106.18%
Technology
Other IT Services & Consulting
25.87B +72.13%
Technology
Other Software
2,855B -20.52%
Technology
Cloud Computing Services
5.61B +19.93%
Technology
Integrated Hardware & Software
369M -3.33%
Technology
Other Semiconductors
1.63B +54.85%
Technology
Security Software
6.71B +213.32%
Technology
Other IT Services & Consulting
315M +7.42%
Technology
Other Software
4.56B +75.82%
Technology
Other IT Services & Consulting
44.55B -33.89%
Industrials
Satellite Design & Manufacture
53.27B -3.48%
Technology
Security Software
202B +69.30%
Technology
Other IT Services & Consulting
24.28B +68.58%
Technology
Security Software
18.27B +16.04%
Technology
Cloud Computing Services
13.18B +4.36%
Technology
Other Semiconductors
53.83B +122.52%
Technology
Enterprise Software
415B -26.01%
Technology
Other IT Services & Consulting
508M +0.43%
Technology
Other IT Services & Consulting
13.41B -40.90%
Technology
Security Software
564M +18.46%
Technology
Other Software
5B -3.46%
Industrials
Other Aerospace & Defense
69.9B +6.74%
Technology
Other IT Services & Consulting
3.21B +65.71%
Technology
Security Software
14.37B -25.54%
Industrials
Other Aerospace & Defense
263B +6.43%
Technology
Other IT Services & Consulting
24.6B +11.13%
Technology
Mobile Application Software
878M +84.27%
Technology
Other IT Services & Consulting
10.68B -9.29%
Technology
Other IT Services & Consulting
278B -0.31%
Industrials
Financial Information Providers
31.14B -21.65%
Technology
Security Software
276B +83.66%
Technology
Other IT Services & Consulting
4.82B +13.29%
Technology
Other IT Services & Consulting
7.58B -25.13%
Technology
Other Computer Hardware
22.07B +8.30%
Technology
Security Software
15.66B -4.41%
Technology
Enterprise Software
2.74B +115.43%
Industrials
Aerospace & Defense Electronics
5.98B -9.58%
Technology
Other Software
6.47B +25.73%
Technology
Other Software
496M -22.54%
Technology
Other IT Services & Consulting
3.18B +99.71%
Industrials
Other Professional Information Services
19.84B -23.19%
Technology
Cloud Computing Services
97.49B +39.89%
Technology
System Software
23.79B -34.59%
Technology
Security Software
763M -24.93%
Technology
Other IT Services & Consulting
18.83B +48.45%
Technology
Security Software
5.26B +39.66%
Technology
Enterprise Software
181M -2.86%
Technology
Security Software
339M -6.44%
Technology
Enterprise Software
123M -36.83%
Technology
Security Software
325M -36.56%
Technology
Other IT Services & Consulting
136M -0.43%
Technology
Other Software
19.5M -4.17%
Technology
Other IT Services & Consulting
17.68M -24.50%
Technology
Security Software
20.64B -8.34%
Technology
Other Communications & Networking
400M -21.18%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Security Software
1.35B +33.37%
Technology
Internet Security & Transactions Services
119M +6.69%
Technology
Other IT Services & Consulting
43.37M -
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Other IT Services & Consulting
230M -4.86%
Technology
Application Software
339M -10.82%
Technology
Security & Surveillance
77.76M -8.63%
Technology
Biometric Products
12.03M -16.38%
Technology
Biometric Products
14.42M -21.44%
Technology
Other Software
32.79M -

News of the components

░░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░ ░░░░░ ░░░░░░
░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░ ░░░░░░ ░░ ░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░ ░░░░░ ░░░░ ░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░ ░░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░ ░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░ ░░░░ ░░░░ ░░░░░ ░░░░ ░░░░░░░░░░
░░░░ ░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░ ░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░
░░░░ ░░░░░░░░░░ ░░░░ ░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░ ░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░ ░░ ░░░░░░░░ ░░░░ ░░ ░░░ ░░░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░ ░░░ ░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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