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
316M -18.43%
Technology
Other Software
4.28B +16.62%
Technology
Other IT Services & Consulting
88.92M +28.80%
Technology
Other Communications & Networking
434B +43.32%
Technology
Other IT Services & Consulting
24.4B +65.29%
Technology
Other Software
8.94B +13.37%
Technology
Other IT Services & Consulting
33.29B +118.82%
Technology
Security Software
126B +117.60%
Technology
Cloud Computing Services
6.41B +35.50%
Technology
Other Software
3,691B +2.15%
Technology
Other IT Services & Consulting
1.48B +7.23%
Technology
Other Software
4.2B +55.59%
Technology
Other Semiconductors
37.17B +51.40%
Technology
Other IT Services & Consulting
355M +22.79%
Technology
Enterprise Software
424B -26.38%
Technology
Other Semiconductors
1.14B +8.44%
Technology
Cloud Computing Services
15.94B +27.07%
Technology
Security Software
249B +108.05%
Technology
Other IT Services & Consulting
16.22B -27.71%
Technology
Other IT Services & Consulting
45.47B -34.38%
Industrials
Other Aerospace & Defense
76.61B +18.61%
Industrials
Satellite Design & Manufacture
56.9B +4.79%
Technology
Security Software
14.07B -26.45%
Technology
Other IT Services & Consulting
2.79B +43.11%
Technology
Security Software
4.57B +111.39%
Technology
Security Software
21.47B +36.43%
Technology
Cloud Computing Services
117B +67.85%
Technology
Other IT Services & Consulting
5.6B +31.21%
Technology
Other IT Services & Consulting
14.06B +18.42%
Industrials
Other Aerospace & Defense
263B +7.38%
Technology
Other IT Services & Consulting
26.84B +23.25%
Technology
Security Software
657M +38.24%
Technology
Other Software
5.3B -1.71%
Technology
Mobile Application Software
811M +69.12%
Technology
Other Computer Hardware
30.5B +49.57%
Technology
Other IT Services & Consulting
9.63B -6.99%
Technology
Security Software
18.69B +13.15%
Technology
Other IT Services & Consulting
3.87B +140.77%
Industrials
Financial Information Providers
33.4B -17.13%
Technology
Other IT Services & Consulting
234B -18.42%
Technology
Other Software
8.17B +56.00%
Technology
Enterprise Software
1.94B +51.75%
Technology
Security Software
307B +106.95%
Technology
Other Software
754M +17.56%
Technology
Other IT Services & Consulting
485M -4.31%
Industrials
Other Professional Information Services
19.63B -23.62%
Technology
Security Software
840M -16.45%
Technology
System Software
31.61B -13.65%
Industrials
Aerospace & Defense Electronics
4.98B -24.71%
Technology
Other IT Services & Consulting
15.15B +22.64%
Technology
Security Software
5.45B +46.86%
Technology
Enterprise Software
171M -9.80%
Technology
Other Software
32.44M +56.37%
Technology
Enterprise Software
135M -30.48%
Technology
Security Software
20.64B -8.34%
Technology
Other IT Services & Consulting
122M -8.25%
Technology
Security Software
418M -22.08%
Technology
Other IT Services & Consulting
19.63M -33.01%
Technology
Other Communications & Networking
326M -39.76%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Other IT Services & Consulting
349M +34.04%
Technology
Security Software
1.25B +22.60%
Technology
Application Software
445M +7.49%
Technology
Internet Security & Transactions Services
125M +6.97%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
47.52M -
Technology
Other IT Services & Consulting
756M -.--%
Technology
Security & Surveillance
75.6M -12.99%
Technology
Other Software
32.79M -
Technology
Security Software
303M -12.68%
Technology
Biometric Products
8.9M -74.74%

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Ratings ESG MSCI

  1. Stock Market
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