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
332M -12.94%
Technology
Other Software
4.55B +26.14%
Technology
Other IT Services & Consulting
22.63B +56.54%
Technology
Other IT Services & Consulting
1.33B -3.99%
Technology
Other Software
8.24B +5.05%
Technology
Other Communications & Networking
443B +45.87%
Technology
Security Software
116B +98.39%
Technology
Cloud Computing Services
6.11B +32.93%
Technology
Other Software
3,686B +2.64%
Technology
Other IT Services & Consulting
23.36B +55.45%
Technology
Other IT Services & Consulting
50.47M -22.51%
Technology
Other Semiconductors
1.25B +16.03%
Technology
Other Software
3.71B +43.05%
Technology
Security Software
193B +61.43%
Technology
Other IT Services & Consulting
341M +15.90%
Technology
Other Semiconductors
38.67B +57.94%
Technology
Security Software
4.56B +108.49%
Technology
Cloud Computing Services
14.91B +19.06%
Industrials
Other Aerospace & Defense
80.36B +23.10%
Technology
Other IT Services & Consulting
17.25B -23.82%
Technology
Other IT Services & Consulting
47.55B -31.24%
Technology
Other Software
4.54B -12.17%
Technology
Security Software
19.79B +25.69%
Technology
Other IT Services & Consulting
2.8B +42.28%
Technology
Security Software
13.18B -30.45%
Industrials
Satellite Design & Manufacture
59.8B +7.70%
Technology
Enterprise Software
429B -23.62%
Technology
Other IT Services & Consulting
13.81B +17.25%
Industrials
Other Aerospace & Defense
286B +15.59%
Technology
Other IT Services & Consulting
26.46B +20.60%
Technology
Mobile Application Software
801M +68.25%
Technology
Security Software
566M +19.70%
Technology
Other IT Services & Consulting
525M +3.30%
Technology
Security Software
277B +84.21%
Technology
Other IT Services & Consulting
5.39B +26.74%
Technology
Other Computer Hardware
27.91B +36.98%
Technology
Other IT Services & Consulting
8.93B -12.00%
Technology
Other IT Services & Consulting
3.71B +128.78%
Technology
Security Software
17.74B +9.01%
Industrials
Financial Information Providers
35.67B -10.79%
Technology
Other IT Services & Consulting
217B -22.40%
Technology
Other Software
7.03B +36.73%
Technology
Enterprise Software
1.88B +46.35%
Industrials
Other Professional Information Services
22.39B -12.18%
Technology
Other Software
778M +24.09%
Technology
Cloud Computing Services
101B +44.50%
Technology
Security Software
795M -22.43%
Industrials
Aerospace & Defense Electronics
5.2B -21.29%
Technology
Other IT Services & Consulting
15.53B +23.85%
Technology
System Software
27.54B -24.28%
Technology
Security Software
4.76B +26.22%
Technology
Enterprise Software
173M -9.59%
Technology
Enterprise Software
116M -42.67%
Technology
Other Software
36.3M +70.59%
Technology
Security Software
20.64B -8.34%
Technology
Other IT Services & Consulting
122M -9.39%
Technology
Security Software
370M -27.68%
Technology
Other Communications & Networking
363M -29.51%
Technology
Other IT Services & Consulting
16.96M -39.83%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Other IT Services & Consulting
300M +25.25%
Technology
Security Software
1.2B +17.97%
Technology
Internet Security & Transactions Services
115M +3.18%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Other IT Services & Consulting
55.62M -
Technology
Application Software
392M -5.32%
Technology
Security Software
338M -6.95%
Technology
Security & Surveillance
77.97M -17.16%
Technology
Other Software
32.79M -
Technology
Biometric Products
10.45M -70.10%

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Sector allocation

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Ratings ESG MSCI

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