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
270.37Cr +6.53%
Technology
Security Software
67Cr -14.94%
Technology
Integrated Hardware & Software
21Cr -20.76%
Technology
Other IT Services & Consulting
131.03Cr -24.48%
Technology
Cloud Computing Services
513.62Cr -3.29%
Technology
Other IT Services & Consulting
1.65TCr +16.19%
Technology
Cloud Computing Services
1.59TCr -5.45%
Technology
Other Software
894.37Cr -14.95%
Technology
Other Software
3,72700Cr +19.41%
Technology
Security Software
7.67TCr +4.85%
Technology
Security Software
13TCr +2.98%
Technology
Other IT Services & Consulting
11Cr -22.59%
Technology
Security Software
243.72Cr +1.10%
Technology
Other IT Services & Consulting
2.1TCr +12.49%
Technology
Other IT Services & Consulting
160.56Cr +2.40%
Technology
Other IT Services & Consulting
1.72TCr +16.07%
Technology
Other Software
853.44Cr +9.62%
Technology
Other Communications & Networking
27TCr +14.78%
Technology
Other Semiconductors
118.74Cr -18.54%
Technology
System Software
4.61TCr +60.60%
Technology
Security Software
2.4TCr +15.43%
Technology
Other Software
249.75Cr +33.24%
Technology
Other IT Services & Consulting
177.69Cr +99.31%
Industrials
Other Aerospace & Defense
7.61TCr +65.39%
Technology
Other IT Services & Consulting
545.27Cr +1.28%
Technology
Other IT Services & Consulting
1.06TCr +19.09%
Technology
Other Computer Hardware
2.42TCr -22.10%
Technology
Other IT Services & Consulting
26TCr +29.00%
Technology
Other IT Services & Consulting
2.68TCr +35.96%
Industrials
Satellite Design & Manufacture
5.91TCr +81.03%
Technology
Enterprise Software
18Cr +124.47%
Industrials
Financial Information Providers
4.84TCr +11.84%
Industrials
Aerospace & Defense Electronics
804.45Cr -18.94%
Technology
Other IT Services & Consulting
7.81TCr -15.16%
Technology
Enterprise Software
66TCr +38.36%
Technology
Cloud Computing Services
6.31TCr +68.45%
Technology
Other IT Services & Consulting
1.34TCr -16.91%
Technology
Security Software
1.67TCr +29.35%
Technology
Security Software
1.84TCr +4.78%
Technology
Other IT Services & Consulting
30Cr -12.22%
Technology
Other IT Services & Consulting
1.16TCr -19.10%
Technology
Enterprise Software
136.45Cr -0.76%
Technology
Other Software
593.24Cr -22.12%
Technology
Security Software
71Cr +24.67%
Technology
Other IT Services & Consulting
60Cr -4.78%
Technology
Mobile Application Software
45Cr -14.11%
Technology
Other IT Services & Consulting
100.35Cr -28.92%
Industrials
Other Aerospace & Defense
20TCr +26.92%
Technology
Security Software
575.41Cr +11.58%
Technology
Internet Security & Transactions Services
11Cr -17.35%
Technology
Other IT Services & Consulting
4.6Cr -32.03%
Technology
Security Software
1.89TCr +12.50%
Industrials
Other Professional Information Services
3.29TCr +1.49%
Technology
Other Semiconductors
2.32TCr -5.79%
Technology
Other IT Services & Consulting
12TCr +39.83%
Technology
Other Software
419.66Cr -17.31%
Technology
Security Software
125.11Cr +25.57%
Technology
Other Software
154.88Cr -42.85%
Technology
Other IT Services & Consulting
15Cr -30.27%
Technology
Other Communications & Networking
1.34TCr +6.68%
Technology
Security Software
21Cr +38.44%
Technology
Other Software
2.3Cr -18.02%
Technology
Security Software
52Cr -10.71%
Technology
Security & Surveillance
13Cr +170.54%
Technology
Enterprise Software
13Cr +149.04%
Technology
Other IT Services & Consulting
6.9Cr +110.19%
Technology
Other IT Services & Consulting
37Cr +27.16%
Technology
Application Software
47Cr +0.76%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
76Cr +0.59%
Technology
Other Communications & Networking
72Cr -3.61%
Technology
Other Software
3.28Cr -
Technology
Biometric Products
2.71Cr -33.09%
Technology
Biometric Products
1.61Cr -71.43%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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