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
39Cr +2.16%
Technology
Other Software
493.46Cr +36.69%
Technology
Other Communications & Networking
40TCr +31.91%
Technology
Other IT Services & Consulting
3.23TCr +113.80%
Technology
Security Software
9.27TCr +58.93%
Technology
Other IT Services & Consulting
10Cr +64.92%
Technology
Other IT Services & Consulting
1.84TCr +27.14%
Technology
Other Semiconductors
3.32TCr +33.64%
Technology
Cloud Computing Services
718.19Cr +56.21%
Technology
Other Software
3,76600Cr +4.86%
Technology
Enterprise Software
958.99Cr +21.08%
Technology
Other IT Services & Consulting
174.27Cr +30.39%
Technology
Security Software
471.39Cr +116.60%
Technology
Other IT Services & Consulting
39Cr +29.86%
Technology
Enterprise Software
36TCr -38.83%
Technology
Security Software
497.56Cr +101.66%
Technology
Security Software
25TCr +106.34%
Technology
Cloud Computing Services
9.44TCr +34.50%
Technology
Other IT Services & Consulting
1.51TCr +27.72%
Industrials
Other Aerospace & Defense
27TCr +10.57%
Technology
Other IT Services & Consulting
4.97TCr -28.93%
Industrials
Other Aerospace & Defense
7.87TCr +19.95%
Industrials
Satellite Design & Manufacture
5.34TCr +0.74%
Technology
Other IT Services & Consulting
2.77TCr +26.94%
Technology
Security Software
1.44TCr -23.74%
Technology
Other IT Services & Consulting
273.52Cr +39.02%
Technology
Other Semiconductors
110.93Cr +5.06%
Technology
Cloud Computing Services
1.59TCr +27.20%
Technology
Security Software
2.38TCr +49.93%
Technology
Other Computer Hardware
2.56TCr +27.60%
Technology
Other IT Services & Consulting
640.66Cr +51.91%
Technology
Security Software
1.77TCr +9.93%
Technology
Other IT Services & Consulting
1.81TCr -20.09%
Technology
Security Software
94Cr +98.99%
Technology
System Software
3.65TCr -0.50%
Technology
Mobile Application Software
81Cr +70.57%
Technology
Other Software
588.32Cr +10.03%
Technology
Security Software
100.12Cr -2.27%
Technology
Other IT Services & Consulting
1.04TCr +4.34%
Technology
Other IT Services & Consulting
328.16Cr +102.36%
Technology
Other IT Services & Consulting
24TCr -14.75%
Technology
Other Software
74Cr +1.17%
Industrials
Financial Information Providers
3.55TCr -11.80%
Technology
Security Software
806.08Cr +54.40%
Technology
Security Software
29TCr +90.94%
Technology
Enterprise Software
17Cr -8.98%
Technology
Enterprise Software
170.78Cr +32.96%
Industrials
Aerospace & Defense Electronics
558.83Cr -14.32%
Industrials
Other Professional Information Services
2.25TCr -11.28%
Technology
Other IT Services & Consulting
1.25TCr -0.64%
Technology
Security Software
559.94Cr +48.63%
Technology
Other IT Services & Consulting
34Cr +21.11%
Technology
Other Software
2.78Cr +40.69%
Technology
Security Software
2.06TCr -8.34%
Technology
Security Software
48Cr -9.28%
Technology
Enterprise Software
12Cr -39.68%
Technology
Other IT Services & Consulting
1.37Cr -51.22%
Technology
Other IT Services & Consulting
9.75Cr -28.17%
Technology
Other Communications & Networking
29Cr -43.75%
Technology
Application Software
78Cr +93.34%
Technology
Internet Security & Transactions Services
18Cr +60.62%
Technology
Other IT Services & Consulting
41Cr +58.59%
Technology
Security Software
137.36Cr +35.49%
Technology
Other IT Services & Consulting
3.86Cr -
Technology
Application Software
7 -
Technology
Security & Surveillance
7.8Cr -13.91%
Technology
Other Software
3.28Cr -
Technology
Security Software
25Cr -34.87%
Technology
Biometric Products
87.82L -75.43%

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Ratings ESG MSCI

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