Investment Themes

Cybersecurity, The Great Threat

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
413M +14.12%
Technology
Other Software
3.42B -3.16%
Technology
Security Software
20.4B +0.54%
Technology
Cloud Computing Services
4.85B +0.18%
Technology
Security Software
58.5B -1.36%
Technology
Other Software
3,547B -2.68%
Technology
Security Software
2.37B +5.02%
Technology
Other IT Services & Consulting
16.58B +8.79%
Technology
Other IT Services & Consulting
25.01B +8.63%
Technology
Other IT Services & Consulting
1.53B +10.57%
Technology
Other IT Services & Consulting
1.98B +1.92%
Technology
Other Communications & Networking
292B -2.03%
Technology
Enterprise Software
588B +3.79%
Technology
Security Software
132B +3.61%
Technology
Security Software
495M +0.55%
Technology
Cloud Computing Services
12.75B -4.52%
Technology
Other IT Services & Consulting
13.35B +13.47%
Technology
Other Semiconductors
1.06B -1.69%
Technology
Other IT Services & Consulting
71.63B -1.02%
Industrials
Financial Information Providers
41.81B -0.77%
Industrials
Other Aerospace & Defense
83.93B +20.89%
Industrials
Satellite Design & Manufacture
64.8B +14.97%
Technology
Other IT Services & Consulting
23.05B +1.40%
Technology
Cloud Computing Services
65.29B -4.28%
Technology
Other IT Services & Consulting
15.72B +5.70%
Technology
Other Software
654M -8.76%
Technology
Other IT Services & Consulting
5.16B +12.00%
Industrials
Other Aerospace & Defense
260B +5.82%
Technology
Other IT Services & Consulting
13.13B +1.85%
Technology
Security Software
911M -10.07%
Technology
Other Computer Hardware
19.44B -5.39%
Technology
Other IT Services & Consulting
292B +2.35%
Technology
Other IT Services & Consulting
321M +0.88%
Technology
Security Software
14.28B -7.40%
Technology
Other Software
5.38B +1.00%
Technology
Security Software
16.51B -3.35%
Technology
Other Software
5.11B -2.40%
Industrials
Aerospace & Defense Electronics
7.36B +11.94%
Technology
Security Software
118B -0.16%
Industrials
Other Professional Information Services
27.13B +0.27%
Technology
Enterprise Software
1.25B -2.32%
Technology
Enterprise Software
212M +9.80%
Technology
Security Software
4.16B +5.52%
Technology
Other Software
8.08B -0.13%
Technology
Other Software
2.76B -3.78%
Technology
System Software
34.55B -3.59%
Technology
Security Software
525M -3.36%
Technology
Other IT Services & Consulting
81.06M +23.04%
Technology
Other IT Services & Consulting
11.74B +12.98%
Technology
Other IT Services & Consulting
568M -1.87%
Technology
Security Software
23.06B +3.28%
Technology
Other IT Services & Consulting
1.4B -8.94%
Technology
Security Software
416M +19.65%
Technology
Other Semiconductors
27.28B +13.67%
Technology
Mobile Application Software
486M -0.85%
Technology
Other IT Services & Consulting
26.33M +30.43%
Technology
Other Software
20.19M -2.94%
Technology
Other Communications & Networking
496M +0.35%
Technology
Security Software
349M 0.00%
Technology
Other IT Services & Consulting
169M +14.37%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Other IT Services & Consulting
87.55M -
Technology
Internet Security & Transactions Services
122M +6.13%
Technology
Other IT Services & Consulting
260M +3.29%
Technology
Biometric Products
15.42M +2.47%
Technology
Security Software
1.06B +0.21%
Technology
Application Software
799 -.--%
Technology
Other IT Services & Consulting
756M -.--%
Technology
Application Software
388M -0.17%
Technology
Biometric Products
18.47M -4.95%
Technology
Security & Surveillance
88.71M -3.65%
Technology
Enterprise Software
171M -13.33%
Technology
Other Software
32.79M -

News of the components

░░░░ ░░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░ ░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░ ░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░ ░░░░░░ ░░░ ░░░░░░░░░ ░░░░ ░ ░░░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░ ░ ░░░░░░░ ░░░ ░░░░░░░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░ ░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░ ░░ ░░ ░░░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░░░
░░░░ ░░░░░░░░ ░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░░ ░ ░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░ ░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░ ░░░ ░░ ░░░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░░░░░░░░
░░░░ ░░░ ░░░░░░░░░ ░░░░░░ ░░ ░░ ░░░░░░░░ ░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░

Heatmap

Calendar of the components

░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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