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
353M -7.25%
Technology
Other Software
4.42B +26.82%
Technology
Other IT Services & Consulting
22.41B +52.51%
Technology
Other IT Services & Consulting
1.34B -6.47%
Technology
Other Software
9.7B +21.06%
Technology
Other Communications & Networking
433B +41.93%
Technology
Security Software
119B +94.26%
Technology
Other IT Services & Consulting
29.1B +85.17%
Technology
Cloud Computing Services
6.12B +27.50%
Technology
Other Software
3,720B +2.54%
Technology
Other IT Services & Consulting
50.23M -16.23%
Technology
Other Semiconductors
1.26B +15.61%
Technology
Other Software
3.91B +40.42%
Technology
Security Software
220B +74.57%
Technology
Other IT Services & Consulting
368M +20.49%
Technology
Other Semiconductors
37.83B +50.05%
Technology
Security Software
4.59B +104.83%
Technology
Cloud Computing Services
15.28B +18.95%
Industrials
Other Aerospace & Defense
77.27B +15.96%
Technology
Other IT Services & Consulting
17.47B -25.25%
Technology
Other IT Services & Consulting
49.33B -29.43%
Technology
Other Software
4.9B -11.14%
Technology
Security Software
18.33B +13.44%
Technology
Security Software
13.73B -27.90%
Industrials
Satellite Design & Manufacture
56.83B +3.18%
Technology
Enterprise Software
407B -25.73%
Technology
Other IT Services & Consulting
2.76B +39.58%
Technology
Other IT Services & Consulting
5.31B +23.45%
Technology
Other IT Services & Consulting
13.91B +15.80%
Industrials
Other Aerospace & Defense
277B +10.32%
Technology
Other IT Services & Consulting
26.04B +18.22%
Technology
Mobile Application Software
805M +68.53%
Technology
Security Software
585M +25.16%
Technology
Security Software
295B +80.12%
Technology
Other Computer Hardware
28.24B +41.67%
Technology
Other IT Services & Consulting
9.07B -12.46%
Technology
Other IT Services & Consulting
3.31B +102.06%
Technology
Security Software
17.97B +11.93%
Industrials
Financial Information Providers
35.54B -14.48%
Technology
Other IT Services & Consulting
218B -22.12%
Technology
Other IT Services & Consulting
527M +1.58%
Technology
Other Software
7.18B +32.67%
Technology
Enterprise Software
1.81B +39.46%
Technology
Other Software
819M +23.01%
Industrials
Other Professional Information Services
21.88B -14.76%
Technology
Cloud Computing Services
102B +39.89%
Technology
Security Software
809M -26.32%
Industrials
Aerospace & Defense Electronics
4.95B -26.47%
Technology
Other IT Services & Consulting
15.3B +20.04%
Technology
System Software
28.84B -22.59%
Technology
Security Software
4.86B +25.52%
Technology
Enterprise Software
172M -9.59%
Technology
Enterprise Software
120M -39.68%
Technology
Other Software
33.28M +56.37%
Technology
Security Software
20.64B -8.34%
Technology
Other IT Services & Consulting
118M -13.23%
Technology
Security Software
385M -29.28%
Technology
Other Communications & Networking
350M -32.12%
Technology
Other IT Services & Consulting
20.95M -27.54%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Other IT Services & Consulting
332M +26.90%
Technology
Security Software
1.18B +14.57%
Technology
Internet Security & Transactions Services
117M +0.39%
Technology
Other IT Services & Consulting
47.56M -
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Application Software
411M -3.33%
Technology
Security Software
313M -12.61%
Technology
Security & Surveillance
76.49M -13.81%
Technology
Other Software
32.79M -
Technology
Biometric Products
10.02M -70.49%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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