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
3.08B +16.62%
Technology
Other IT Services & Consulting
1.27B -6.80%
Technology
Other Software
5.34B +51.60%
Technology
Other Communications & Networking
472B +54.45%
Technology
Security Software
106B +88.80%
Technology
Other IT Services & Consulting
20.61B +37.92%
Technology
Other IT Services & Consulting
72.49M +12.57%
Technology
Cloud Computing Services
4.06B -12.57%
Technology
Integrated Hardware & Software
325M -17.25%
Technology
Other Software
2,715B -27.04%
Technology
Other Semiconductors
1.48B +51.90%
Technology
Other Software
6.1B -28.95%
Technology
Other IT Services & Consulting
323M +8.48%
Technology
Other IT Services & Consulting
21.71B +51.22%
Technology
Other IT Services & Consulting
2.88B +49.93%
Technology
Other IT Services & Consulting
45.36B -35.55%
Industrials
Satellite Design & Manufacture
52.58B -4.96%
Technology
Security Software
5.05B +182.24%
Technology
Security Software
15.34B -7.14%
Technology
Cloud Computing Services
11.84B -7.06%
Technology
Enterprise Software
454B -21.78%
Technology
Other Semiconductors
52.74B +126.36%
Technology
Security Software
12.97B -33.80%
Technology
Other IT Services & Consulting
439M -12.93%
Technology
Security Software
501M +5.37%
Technology
Other IT Services & Consulting
13.12B -44.57%
Technology
Other Software
4.53B -12.37%
Industrials
Other Aerospace & Defense
68.15B +4.55%
Technology
Security Software
171B +44.78%
Technology
Other IT Services & Consulting
10.21B -16.81%
Technology
Other IT Services & Consulting
247B -12.81%
Technology
Security Software
232B +59.12%
Industrials
Other Aerospace & Defense
249B +1.74%
Technology
Biometric Products
13.34M -5.42%
Technology
Other IT Services & Consulting
22.97B +3.25%
Industrials
Aerospace & Defense Electronics
5.22B -23.87%
Technology
Mobile Application Software
785M +67.30%
Industrials
Financial Information Providers
29.94B -25.51%
Technology
Other IT Services & Consulting
4.59B +5.93%
Technology
Other IT Services & Consulting
7.51B -29.22%
Technology
Enterprise Software
2.46B +96.38%
Technology
Other Computer Hardware
21.3B +2.87%
Technology
Security Software
14.19B -14.27%
Technology
Other Software
5.18B -0.27%
Technology
Other Software
432M -33.63%
Technology
Other IT Services & Consulting
2.56B +59.28%
Industrials
Other Professional Information Services
18.77B -29.98%
Technology
System Software
20.58B -44.96%
Technology
Security Software
473M -53.49%
Technology
Cloud Computing Services
78.99B +14.96%
Technology
Other IT Services & Consulting
17.37B +29.39%
Technology
Security Software
4.28B +17.56%
Technology
Enterprise Software
175M -6.33%
Technology
Security Software
475M +24.86%
Technology
Enterprise Software
124M -36.51%
Technology
Security Software
295M -42.88%
Technology
Other IT Services & Consulting
145M +7.25%
Technology
Other Software
20.62M +1.47%
Technology
Other IT Services & Consulting
13.87M -40.12%
Technology
Security Software
20.64B -8.34%
Technology
Other Communications & Networking
407M -21.88%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Security Software
1.18B +16.81%
Technology
Security & Surveillance
90.05M +4.06%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
50.15M -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Internet Security & Transactions Services
105M -7.36%
Technology
Biometric Products
16.69M -8.42%
Technology
Application Software
325M -13.64%
Technology
Other IT Services & Consulting
201M -17.65%
Technology
Other Software
32.79M -

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Sector allocation

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Ratings ESG MSCI

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