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
4.27B +21.38%
Technology
Integrated Hardware & Software
324M -15.49%
Technology
Other IT Services & Consulting
78.22M +15.18%
Technology
Other Communications & Networking
465B +52.40%
Technology
Security Software
140B +138.36%
Technology
Other IT Services & Consulting
26.6B +82.81%
Technology
Other IT Services & Consulting
38.23B +152.11%
Technology
Cloud Computing Services
6.92B +46.54%
Technology
Enterprise Software
9.93B +23.41%
Technology
Other Software
3,930B +9.54%
Technology
Security Software
5.63B +141.51%
Technology
Other IT Services & Consulting
1.91B +39.43%
Technology
Enterprise Software
439B -26.35%
Technology
Other Semiconductors
46.18B +77.01%
Technology
Other IT Services & Consulting
372M +22.26%
Technology
Other Software
4.35B +65.49%
Technology
Other Semiconductors
1.21B +12.24%
Technology
Security Software
286B +126.50%
Technology
Cloud Computing Services
126B +73.96%
Technology
Other IT Services & Consulting
5.22B +21.28%
Industrials
Other Aerospace & Defense
247B -1.71%
Technology
Other IT Services & Consulting
14.64B -37.06%
Technology
Other IT Services & Consulting
42.6B -38.59%
Industrials
Other Aerospace & Defense
69.68B +6.53%
Industrials
Satellite Design & Manufacture
51.5B -5.83%
Technology
Security Software
13.48B -29.77%
Technology
Other IT Services & Consulting
2.98B +48.08%
Technology
Cloud Computing Services
17.64B +38.00%
Technology
Security Software
26.08B +61.78%
Technology
Other Computer Hardware
28.61B +44.70%
Technology
Other IT Services & Consulting
13.25B +9.20%
Technology
Security Software
13.65B -17.65%
Technology
Other IT Services & Consulting
26.47B +21.10%
Industrials
Financial Information Providers
29.4B -24.38%
Technology
Security Software
677M +37.85%
Technology
Mobile Application Software
788M +65.50%
Technology
Other Software
5.69B +13.33%
Technology
Other IT Services & Consulting
8.2B -18.58%
Technology
Other IT Services & Consulting
4.06B +148.33%
Technology
Other IT Services & Consulting
208B -25.56%
Technology
Other Software
694M +13.94%
Technology
Enterprise Software
2.08B +61.16%
Technology
Security Software
8.98B +68.73%
Technology
Security Software
343B +120.18%
Technology
Security Software
827M -17.83%
Industrials
Other Professional Information Services
16.74B -34.36%
Technology
System Software
34.61B -5.06%
Industrials
Aerospace & Defense Electronics
4.5B -32.01%
Technology
Other IT Services & Consulting
15.61B +19.90%
Technology
Security Software
5.64B +49.27%
Technology
Enterprise Software
179M -5.10%
Technology
Other Software
29.49M +47.55%
Technology
Other IT Services & Consulting
526M +7.18%
Technology
Security Software
20.64B -8.34%
Technology
Enterprise Software
126M -36.19%
Technology
Other IT Services & Consulting
124M -6.83%
Technology
Security Software
450M -9.76%
Technology
Other IT Services & Consulting
17.4M -39.10%
Technology
Other Communications & Networking
317M -36.11%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Application Software
598M +48.09%
Technology
Internet Security & Transactions Services
167M +59.40%
Technology
Other IT Services & Consulting
354M +43.61%
Technology
Security Software
1.29B +25.03%
Technology
Security Software
388M +3.06%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Other IT Services & Consulting
50.16M -
Technology
Security & Surveillance
78.47M -11.88%
Technology
Other Software
32.79M -
Technology
Biometric Products
7.47M -78.30%

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Ratings ESG MSCI

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