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
327M -14.31%
Technology
Other Software
4.56B +26.25%
Technology
Other IT Services & Consulting
21.67B +49.95%
Technology
Other Communications & Networking
438B +44.24%
Technology
Other IT Services & Consulting
1.33B -4.85%
Technology
Other Software
8.36B +6.57%
Technology
Security Software
113B +93.50%
Technology
Cloud Computing Services
6.09B +32.39%
Technology
Other Software
3,651B +1.67%
Technology
Other IT Services & Consulting
22.7B +51.05%
Technology
Other IT Services & Consulting
50.63M -24.40%
Technology
Other Semiconductors
1.23B +16.03%
Technology
Other Software
3.61B +39.35%
Technology
Security Software
189B +58.19%
Technology
Other IT Services & Consulting
342M +14.13%
Technology
Other Semiconductors
39.03B +57.57%
Technology
Security Software
4.57B +108.30%
Technology
Cloud Computing Services
14.47B +15.53%
Technology
Other Software
4.53B -14.35%
Industrials
Other Aerospace & Defense
81.01B +21.82%
Technology
Other IT Services & Consulting
16.88B -25.42%
Technology
Other IT Services & Consulting
48.6B -30.67%
Technology
Security Software
19.07B +21.14%
Technology
Other IT Services & Consulting
2.77B +40.65%
Technology
Security Software
13.22B -30.20%
Industrials
Satellite Design & Manufacture
59.94B +8.62%
Technology
Enterprise Software
417B -25.73%
Technology
Other IT Services & Consulting
13.53B +14.88%
Industrials
Other Aerospace & Defense
283B +14.66%
Technology
Other IT Services & Consulting
26.53B +20.91%
Technology
Mobile Application Software
813M +70.81%
Technology
Security Software
567M +19.86%
Technology
Other IT Services & Consulting
529M +2.44%
Technology
Security Software
277B +84.53%
Technology
Other IT Services & Consulting
5.38B +26.45%
Technology
Other Computer Hardware
27B +32.50%
Technology
Other IT Services & Consulting
8.88B -12.48%
Technology
Other IT Services & Consulting
3.66B +125.93%
Technology
Security Software
17.54B +7.80%
Industrials
Financial Information Providers
36.29B -11.69%
Technology
Other IT Services & Consulting
221B -20.94%
Technology
Other Software
6.96B +35.40%
Technology
Other Software
711M +19.12%
Technology
Enterprise Software
1.82B +42.06%
Industrials
Other Professional Information Services
22.54B -11.56%
Technology
Cloud Computing Services
98.84B +40.80%
Technology
Security Software
818M -20.20%
Industrials
Aerospace & Defense Electronics
5.13B -22.27%
Technology
Other IT Services & Consulting
15.2B +21.19%
Technology
System Software
27.24B -25.12%
Technology
Security Software
4.69B +24.45%
Technology
Enterprise Software
178M -6.94%
Technology
Enterprise Software
116M -42.22%
Technology
Other Software
37.58M +76.47%
Technology
Security Software
20.64B -8.34%
Technology
Other IT Services & Consulting
127M -10.24%
Technology
Security Software
373M -29.44%
Technology
Other Communications & Networking
368M -28.47%
Technology
Other IT Services & Consulting
14.7M -47.83%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Other IT Services & Consulting
301M +20.39%
Technology
Security Software
1.17B +15.61%
Technology
Internet Security & Transactions Services
121M +1.56%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Other IT Services & Consulting
53.93M -
Technology
Application Software
392M -5.32%
Technology
Security Software
339M -6.67%
Technology
Security & Surveillance
78.95M -14.31%
Technology
Other Software
32.79M -
Technology
Biometric Products
11M -69.84%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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