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
3.55B +52.76%
Technology
Integrated Hardware & Software
468M +74.56%
Technology
Cloud Computing Services
5.46B +8.44%
Technology
Security Software
21.31B +4.06%
Technology
Security Software
61.33B -13.27%
Technology
Other Software
3,593B +13.45%
Technology
Other IT Services & Consulting
16.06B +15.53%
Technology
Other IT Services & Consulting
24.36B +31.80%
Technology
Other IT Services & Consulting
2.03B +28.44%
Industrials
Other Aerospace & Defense
67.58B +48.06%
Technology
Other IT Services & Consulting
1.42B +59.79%
Technology
Other Communications & Networking
313B +31.98%
Technology
Security Software
2.57B +7.69%
Technology
Security Software
503M -28.96%
Technology
Security Software
133B +4.78%
Technology
Other IT Services & Consulting
15.36B +4.77%
Technology
Cloud Computing Services
13.65B -15.95%
Technology
Other IT Services & Consulting
12.95B +42.62%
Technology
Other IT Services & Consulting
73.44B -14.99%
Industrials
Financial Information Providers
40.58B -2.93%
Technology
Other Computer Hardware
23.33B -23.52%
Technology
Other IT Services & Consulting
22.63B +17.23%
Industrials
Satellite Design & Manufacture
55.13B +66.68%
Technology
Enterprise Software
567B +14.13%
Technology
Other Software
837M -55.27%
Technology
Other Semiconductors
1.17B -16.89%
Technology
Other IT Services & Consulting
4.51B -9.59%
Technology
Other IT Services & Consulting
12.29B -9.87%
Technology
Other IT Services & Consulting
290B +39.90%
Industrials
Other Aerospace & Defense
238B +54.02%
Technology
Other IT Services & Consulting
309M -6.62%
Industrials
Aerospace & Defense Electronics
7.02B -30.75%
Technology
Other Software
5.66B -21.55%
Technology
Other IT Services & Consulting
572M -7.84%
Technology
Cloud Computing Services
72.84B +89.88%
Technology
Security Software
17.13B +1.66%
Technology
Enterprise Software
1.32B -0.65%
Technology
Other Software
5.09B -32.09%
Technology
Enterprise Software
176M +130.03%
Technology
Other Software
8.36B -21.90%
Technology
Security Software
1.07B -59.47%
Technology
Other IT Services & Consulting
11.45B -26.80%
Technology
Security Software
17.43B +26.19%
Technology
Mobile Application Software
422M -5.30%
Technology
Security Software
130B +47.92%
Technology
System Software
38.6B +31.44%
Technology
Security Software
3.92B -23.64%
Technology
Security Software
574M +10.43%
Technology
Other IT Services & Consulting
63.91M -52.79%
Industrials
Other Professional Information Services
27B -13.57%
Technology
Security Software
23.21B +38.24%
Technology
Other Software
3.18B -32.66%
Technology
Other IT Services & Consulting
1.56B +8.34%
Technology
Other Semiconductors
24.95B +7.16%
Technology
Other IT Services & Consulting
28.95M -52.85%
Technology
Security Software
465M -25.31%
Technology
Other Software
20.11M -32.16%
Technology
Security Software
352M +126.16%
Technology
Other IT Services & Consulting
137M -33.30%
Technology
Other IT Services & Consulting
1.24B -25.28%
Technology
Other Communications & Networking
537M -27.88%
Technology
Enterprise Software
192M +193.27%
Technology
Other IT Services & Consulting
86.44M -
Technology
Security & Surveillance
69.3M +48.70%
Technology
Security Software
1.05B +7.10%
Technology
Other IT Services & Consulting
260M +1.60%
Technology
Application Software
799 -
Technology
Other IT Services & Consulting
756M +0.59%
Technology
Application Software
409M -3.17%
Technology
Internet Security & Transactions Services
114M -11.28%
Technology
Other Software
32.79M -
Technology
Biometric Products
18.73M -53.88%
Technology
Biometric Products
16.56M -70.93%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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