Investment Themes

Cybersecurity, The Great Threat

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
349.77Cr +36.11%
Technology
Integrated Hardware & Software
45Cr +85.67%
Technology
Cloud Computing Services
544.15Cr +8.62%
Technology
Security Software
2.12TCr +6.31%
Technology
Security Software
6.07TCr -12.71%
Technology
Other Software
3,55700Cr +14.70%
Technology
Other IT Services & Consulting
1.59TCr +14.96%
Technology
Other IT Services & Consulting
2.41TCr +32.26%
Technology
Other IT Services & Consulting
202.36Cr +29.69%
Industrials
Other Aerospace & Defense
6.78TCr +47.24%
Technology
Other IT Services & Consulting
138.64Cr +60.48%
Technology
Other Communications & Networking
32TCr +33.90%
Technology
Security Software
258.48Cr +9.89%
Technology
Security Software
50Cr -28.59%
Technology
Security Software
13TCr +4.62%
Technology
Other IT Services & Consulting
1.5TCr +5.16%
Technology
Cloud Computing Services
1.37TCr -16.69%
Technology
Other Computer Hardware
2.38TCr -22.13%
Technology
Other IT Services & Consulting
1.32TCr +45.15%
Technology
Other IT Services & Consulting
7.31TCr -15.00%
Industrials
Financial Information Providers
3.99TCr -3.86%
Technology
Other IT Services & Consulting
2.25TCr +17.93%
Industrials
Satellite Design & Manufacture
5.45TCr +64.73%
Technology
Enterprise Software
64TCr +19.33%
Technology
Other Software
83Cr -55.58%
Technology
Other Semiconductors
118.38Cr -15.23%
Technology
Other IT Services & Consulting
454.25Cr -10.58%
Technology
Other IT Services & Consulting
1.24TCr -10.66%
Technology
Other IT Services & Consulting
29TCr +41.35%
Industrials
Other Aerospace & Defense
23TCr +53.32%
Technology
Other IT Services & Consulting
30Cr -7.13%
Industrials
Aerospace & Defense Electronics
713.69Cr -28.57%
Technology
Other IT Services & Consulting
57Cr -7.70%
Technology
Other Software
566.36Cr -22.28%
Technology
Cloud Computing Services
7.48TCr +93.12%
Technology
Security Software
1.7TCr +1.46%
Technology
Enterprise Software
132.62Cr -0.16%
Technology
Other Software
517.96Cr -32.48%
Technology
Enterprise Software
18Cr +129.52%
Technology
Other Software
831.08Cr -19.97%
Technology
Security Software
109.35Cr -59.33%
Technology
Other IT Services & Consulting
1.13TCr -26.67%
Technology
Security Software
1.8TCr +33.23%
Technology
Mobile Application Software
42Cr -16.98%
Technology
Security Software
13TCr +51.29%
Technology
System Software
3.88TCr +34.18%
Technology
Security Software
390.71Cr -25.23%
Technology
Security Software
58Cr +9.27%
Technology
Other IT Services & Consulting
6.35Cr -52.79%
Industrials
Other Professional Information Services
2.63TCr -13.44%
Technology
Security Software
2.35TCr +38.02%
Technology
Other Software
319.96Cr -32.33%
Technology
Other IT Services & Consulting
157.47Cr +10.49%
Technology
Other IT Services & Consulting
2.96Cr -53.17%
Technology
Other Semiconductors
2.54TCr +4.45%
Technology
Security Software
45Cr -23.53%
Technology
Other Software
1.96Cr -30.74%
Technology
Security Software
35Cr +126.16%
Technology
Other IT Services & Consulting
13Cr -33.30%
Technology
Other IT Services & Consulting
123.69Cr -25.28%
Technology
Other Communications & Networking
53Cr -26.92%
Technology
Application Software
799 -
Technology
Enterprise Software
19Cr +189.42%
Technology
Other IT Services & Consulting
8.97Cr -
Technology
Security & Surveillance
6.92Cr +46.09%
Technology
Security Software
105.42Cr +7.46%
Technology
Other IT Services & Consulting
27Cr +1.28%
Technology
Other IT Services & Consulting
76Cr +0.59%
Technology
Application Software
40Cr -4.68%
Technology
Internet Security & Transactions Services
12Cr -12.24%
Technology
Other Software
3.28Cr -
Technology
Biometric Products
1.91Cr -54.61%
Technology
Biometric Products
1.65Cr -71.14%

News of the components

░░░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░ ░░░░ ░░ ░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░
░░░░ ░░░ ░░░░░░ ░░░░ ░░ ░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░ ░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░░░░░░░
░░░░ ░░░░░░ ░ ░░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░ ░░ ░░░░░░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░ ░░ ░░░░░░ ░░░░░░░░░
░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░ ░░░░ ░░ ░░░░░ ░░░░░░░░░░░░░░░░
░░░░ ░░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░ ░░░ ░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░ ░░ ░░░░ ░░░░░░ ░░░░░░░░

Heatmap

Calendar of the components

░░░░ ░░░░ ░░░░ ░░░░░░░░ ░ ░░░ ░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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