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
33Cr -12.55%
Technology
Other Software
455.79Cr +27.18%
Technology
Other IT Services & Consulting
2.17TCr +55.90%
Technology
Other Communications & Networking
44TCr +45.03%
Technology
Other IT Services & Consulting
133.03Cr -5.18%
Technology
Other Software
835.77Cr +5.16%
Technology
Security Software
11TCr +98.64%
Technology
Cloud Computing Services
608.66Cr +32.88%
Technology
Other Software
3,65100Cr +2.27%
Technology
Other IT Services & Consulting
2.27TCr +49.54%
Technology
Other IT Services & Consulting
5.06Cr -24.08%
Technology
Other Semiconductors
123.41Cr +16.03%
Technology
Other Software
361.15Cr +40.37%
Technology
Security Software
19TCr +60.88%
Technology
Other IT Services & Consulting
34Cr +13.60%
Technology
Other Semiconductors
3.9TCr +57.57%
Technology
Security Software
456.89Cr +106.18%
Technology
Cloud Computing Services
1.45TCr +17.59%
Technology
Other Software
452.56Cr -14.35%
Industrials
Other Aerospace & Defense
8.1TCr +21.82%
Technology
Other IT Services & Consulting
1.69TCr -23.98%
Technology
Other IT Services & Consulting
4.86TCr -30.67%
Technology
Security Software
1.91TCr +24.09%
Technology
Other IT Services & Consulting
276.72Cr +41.39%
Technology
Security Software
1.32TCr -30.95%
Industrials
Satellite Design & Manufacture
5.99TCr +8.70%
Technology
Enterprise Software
42TCr -23.94%
Technology
Other IT Services & Consulting
1.35TCr +16.43%
Industrials
Other Aerospace & Defense
28TCr +15.28%
Technology
Other IT Services & Consulting
2.65TCr +21.03%
Technology
Mobile Application Software
81Cr +68.01%
Technology
Security Software
57Cr +19.31%
Technology
Other IT Services & Consulting
53Cr +1.72%
Technology
Security Software
28TCr +83.98%
Technology
Other IT Services & Consulting
538.1Cr +25.48%
Technology
Other Computer Hardware
2.7TCr +33.06%
Technology
Other IT Services & Consulting
888.06Cr -11.98%
Technology
Other IT Services & Consulting
366.39Cr +129.27%
Technology
Security Software
1.75TCr +8.07%
Industrials
Financial Information Providers
3.63TCr -11.78%
Technology
Other IT Services & Consulting
22TCr -22.30%
Technology
Other Software
696.23Cr +35.17%
Technology
Other Software
71Cr +18.76%
Technology
Enterprise Software
182.47Cr +47.06%
Industrials
Other Professional Information Services
2.25TCr -12.22%
Technology
Cloud Computing Services
9.88TCr +44.43%
Technology
Security Software
82Cr -22.45%
Industrials
Aerospace & Defense Electronics
513.09Cr -20.58%
Technology
Other IT Services & Consulting
1.52TCr +24.21%
Technology
System Software
2.72TCr -25.58%
Technology
Security Software
468.86Cr +25.18%
Technology
Enterprise Software
18Cr -9.59%
Technology
Enterprise Software
12Cr -42.10%
Technology
Other Software
3.76Cr +75.00%
Technology
Security Software
2.06TCr -8.34%
Technology
Other IT Services & Consulting
13Cr -11.81%
Technology
Security Software
37Cr -29.44%
Technology
Other Communications & Networking
37Cr -28.82%
Technology
Other IT Services & Consulting
1.47Cr -42.35%
Technology
Other IT Services & Consulting
123.69Cr -.--%
Technology
Other IT Services & Consulting
30Cr +20.39%
Technology
Security Software
117.2Cr +18.87%
Technology
Internet Security & Transactions Services
12Cr +1.56%
Technology
Application Software
7 -
Technology
Other IT Services & Consulting
76Cr -.--%
Technology
Other IT Services & Consulting
5.39Cr -
Technology
Application Software
39Cr -5.32%
Technology
Security Software
34Cr -5.23%
Technology
Security & Surveillance
7.9Cr -14.21%
Technology
Other Software
3.28Cr -
Technology
Biometric Products
1.1Cr -70.31%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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