Investment Themes
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% | ||
News of the components
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Calendar of the components
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Cybersecurity, The Great Threat
















