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
2.96B +13.17%
Technology
Integrated Hardware & Software
341M -9.22%
Technology
Other IT Services & Consulting
1.36B -1.19%
Technology
Other Software
5.24B +45.84%
Technology
Security Software
5.18B +142.47%
Technology
Other Communications & Networking
468B +54.23%
Technology
Security Software
102B +81.58%
Technology
Other IT Services & Consulting
19.97B +35.60%
Technology
Other Semiconductors
1.33B +23.63%
Technology
Cloud Computing Services
3.88B -17.16%
Technology
Other Software
2,952B -19.11%
Technology
Other Software
6.32B -20.88%
Technology
Other IT Services & Consulting
515M -3.59%
Technology
Other IT Services & Consulting
380M +24.20%
Technology
Other IT Services & Consulting
22.05B +54.13%
Technology
Other IT Services & Consulting
2.88B +50.15%
Technology
Other IT Services & Consulting
77.19M +19.37%
Technology
Other IT Services & Consulting
48.65B -31.00%
Industrials
Satellite Design & Manufacture
55.55B +3.35%
Technology
Cloud Computing Services
11.83B -5.86%
Technology
Security Software
14.68B -8.86%
Technology
Enterprise Software
579B -7.81%
Technology
Other Semiconductors
48.71B +99.16%
Technology
Security Software
13.08B -33.85%
Technology
Security Software
524M +9.79%
Technology
Other IT Services & Consulting
15.31B -32.31%
Industrials
Other Aerospace & Defense
73.73B +13.97%
Industrials
Financial Information Providers
30.65B -24.74%
Technology
Other IT Services & Consulting
256B -7.81%
Technology
Security Software
215B +45.83%
Industrials
Other Aerospace & Defense
239B -1.61%
Technology
Mobile Application Software
723M +52.13%
Technology
Other Software
5.03B -5.64%
Technology
Other IT Services & Consulting
11.51B -1.63%
Technology
Security Software
165B +43.14%
Technology
Other Software
411M -41.48%
Technology
Other IT Services & Consulting
9.26B -8.30%
Technology
Enterprise Software
2.28B +79.48%
Technology
Other Computer Hardware
22.58B +10.61%
Technology
Other IT Services & Consulting
26.25B +16.49%
Industrials
Aerospace & Defense Electronics
6.04B -7.80%
Technology
Security Software
14.83B -10.37%
Technology
Other Software
5.07B -3.10%
Technology
Other IT Services & Consulting
2.92B +82.32%
Technology
Other IT Services & Consulting
4.83B +14.15%
Technology
Biometric Products
10.92M -23.40%
Industrials
Other Professional Information Services
19.77B -25.89%
Technology
Security Software
482M -52.76%
Technology
Security Software
3.78B +0.69%
Technology
System Software
20.17B -45.76%
Technology
Cloud Computing Services
77.65B +13.98%
Technology
Other IT Services & Consulting
18.9B +49.85%
Technology
Enterprise Software
186M -0.82%
Technology
Security Software
217M -38.76%
Technology
Enterprise Software
133M -34.13%
Technology
Security Software
304M -42.24%
Technology
Other IT Services & Consulting
14.87M -37.81%
Technology
Other IT Services & Consulting
165M +15.50%
Technology
Other Software
23.3M +4.90%
Technology
Security Software
20.64B -8.34%
Technology
Other Communications & Networking
461M -8.85%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Security Software
1.2B +19.63%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Other IT Services & Consulting
53.54M -
Technology
Internet Security & Transactions Services
112M -1.34%
Technology
Application Software
360M -4.49%
Technology
Security & Surveillance
84.17M -6.60%
Technology
Other IT Services & Consulting
213M -14.51%
Technology
Other Software
32.79M -
Technology
Biometric Products
14.04M -26.22%

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