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
300M -18.04%
Technology
Other Software
4.52B +28.79%
Technology
Other Communications & Networking
423B +38.26%
Technology
Other IT Services & Consulting
32.74B +119.65%
Technology
Other IT Services & Consulting
25.03B +76.60%
Technology
Other IT Services & Consulting
104M +75.39%
Technology
Security Software
124B +115.97%
Technology
Cloud Computing Services
6.26B +43.02%
Technology
Enterprise Software
9.63B +25.40%
Technology
Other Software
3,928B +10.32%
Technology
Security Software
4.74B +122.78%
Technology
Other IT Services & Consulting
1.74B +30.53%
Technology
Other Semiconductors
35.28B +40.98%
Technology
Other IT Services & Consulting
353M +22.79%
Technology
Enterprise Software
389B -33.51%
Technology
Security Software
4.1B +65.45%
Technology
Security Software
233B +94.64%
Technology
Cloud Computing Services
106B +50.94%
Technology
Other IT Services & Consulting
5.58B +32.26%
Industrials
Other Aerospace & Defense
261B +4.75%
Technology
Other IT Services & Consulting
49.56B -30.00%
Industrials
Other Aerospace & Defense
74.85B +13.91%
Industrials
Satellite Design & Manufacture
54.09B +0.96%
Technology
Security Software
14.08B -25.13%
Technology
Other IT Services & Consulting
2.77B +42.61%
Technology
Other Semiconductors
1.24B +13.50%
Technology
Cloud Computing Services
17.66B +41.99%
Technology
Security Software
23.3B +48.29%
Technology
Other Computer Hardware
27.06B +35.73%
Technology
Other IT Services & Consulting
13.58B +15.70%
Technology
Security Software
14.46B -13.06%
Technology
Other IT Services & Consulting
15.67B -30.13%
Technology
Other IT Services & Consulting
27.3B +26.15%
Technology
Security Software
645M +37.31%
Technology
Mobile Application Software
727M +58.39%
Technology
Other Software
6.04B +8.23%
Technology
Security Software
850M -13.03%
Technology
Other IT Services & Consulting
8.93B -12.21%
Technology
Other IT Services & Consulting
3.58B +125.83%
Technology
Other IT Services & Consulting
219B -20.20%
Industrials
Financial Information Providers
33.18B -15.79%
Technology
Other Software
755M +31.61%
Technology
Security Software
7.51B +44.73%
Technology
Security Software
280B +88.36%
Technology
Enterprise Software
186M -0.61%
Technology
System Software
33.81B -5.51%
Industrials
Other Professional Information Services
18.94B -26.92%
Technology
Enterprise Software
1.78B +39.51%
Industrials
Aerospace & Defense Electronics
4.72B -28.51%
Technology
Other IT Services & Consulting
12.62B 0.00%
Technology
Security Software
5.6B +48.48%
Technology
Other Software
27.39M +29.41%
Technology
Other IT Services & Consulting
562M +11.06%
Technology
Security Software
20.64B -8.34%
Technology
Enterprise Software
114M -41.27%
Technology
Security Software
546M +1.44%
Technology
Other IT Services & Consulting
122M -9.39%
Technology
Other IT Services & Consulting
15.41M -46.96%
Technology
Other Communications & Networking
236M -47.57%
Technology
Internet Security & Transactions Services
244M +86.28%
Technology
Other IT Services & Consulting
411M +48.08%
Technology
Application Software
596M +44.43%
Technology
Security Software
1.14B +18.51%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
42.55M -
Technology
Security & Surveillance
77.28M -13.50%
Technology
Other Software
32.79M -
Technology
Security Software
232M -35.92%
Technology
Biometric Products
7.21M -78.82%

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Ratings ESG MSCI

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