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 IT Services & Consulting
2.1B +32.55%
Technology
Other IT Services & Consulting
14.31B -2.28%
Technology
Integrated Hardware & Software
477M +86.55%
Technology
Cloud Computing Services
5.27B +6.78%
Technology
Security Software
464M -33.98%
Technology
Other Software
3.12B +35.44%
Technology
Other IT Services & Consulting
15.14B +8.13%
Technology
Other Software
3,695B +17.87%
Technology
Security Software
61.72B -13.43%
Technology
Cloud Computing Services
13.89B -13.12%
Technology
Enterprise Software
184M +145.70%
Technology
Other IT Services & Consulting
24.9B +36.73%
Technology
Mobile Application Software
421M -17.97%
Technology
Other IT Services & Consulting
1.39B +59.45%
Technology
Security Software
2.71B +17.03%
Technology
Other Communications & Networking
280B +20.05%
Technology
Security Software
21.1B +7.28%
Technology
Security Software
143B +16.67%
Technology
Other Software
952M -48.00%
Technology
Other Software
9.2B -9.14%
Technology
Other Computer Hardware
24.46B -19.46%
Technology
Other IT Services & Consulting
12.9B +45.83%
Technology
Other IT Services & Consulting
68.58B -21.45%
Industrials
Other Aerospace & Defense
70.75B +57.34%
Industrials
Satellite Design & Manufacture
56.51B +73.82%
Technology
Other IT Services & Consulting
10.38B -32.05%
Technology
Other IT Services & Consulting
4.17B -17.87%
Technology
Other IT Services & Consulting
22.21B +16.92%
Technology
Other IT Services & Consulting
292B +39.37%
Industrials
Financial Information Providers
42.08B -1.16%
Technology
Other Semiconductors
1.14B -17.55%
Technology
Enterprise Software
695B +43.58%
Technology
System Software
50.33B +77.38%
Industrials
Aerospace & Defense Electronics
8.74B -6.85%
Technology
Other IT Services & Consulting
10.47B -12.45%
Technology
Other IT Services & Consulting
580M -4.91%
Technology
Other IT Services & Consulting
1.22B -26.08%
Technology
Other Software
6.69B -8.95%
Technology
Security Software
15.67B -5.88%
Technology
Other Software
5.48B -23.78%
Technology
Security Software
665M +23.01%
Industrials
Other Aerospace & Defense
235B +52.93%
Technology
Other IT Services & Consulting
279M -14.09%
Technology
Security Software
14.12B +11.74%
Technology
Enterprise Software
1.28B -6.36%
Technology
Cloud Computing Services
79.13B +116.21%
Technology
Security Software
4.02B -23.16%
Technology
Internet Security & Transactions Services
125M -4.59%
Technology
Security Software
943M -64.70%
Industrials
Other Professional Information Services
24.99B -18.54%
Technology
Security Software
25.36B +51.24%
Technology
Security Software
134B +57.77%
Technology
Other Software
3.27B -29.74%
Technology
Other IT Services & Consulting
34.23M -45.69%
Technology
Other Semiconductors
22.57B -10.31%
Technology
Other IT Services & Consulting
65.44M -50.51%
Technology
Other IT Services & Consulting
1.62B +22.46%
Technology
Security Software
345M +126.42%
Technology
Security Software
489M -12.87%
Technology
Other Software
16.02M -43.82%
Technology
Other IT Services & Consulting
141M -29.77%
Technology
Other Communications & Networking
558M -24.04%
Technology
Enterprise Software
212M +215.38%
Technology
Other IT Services & Consulting
96.7M -
Technology
Security & Surveillance
64.7M +41.08%
Technology
Other IT Services & Consulting
291M +14.06%
Technology
Security Software
1B +2.89%
Technology
Application Software
799 -
Technology
Other IT Services & Consulting
756M +0.59%
Technology
Application Software
399M -8.76%
Technology
Other Software
32.79M -
Technology
Biometric Products
21.96M -45.61%
Technology
Biometric Products
16.38M -72.86%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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