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 IT Services & Consulting
1.23B -12.73%
Technology
Other Software
5.48B +56.53%
Technology
Other Software
6.46B -18.52%
Technology
Other Communications & Networking
432B +44.96%
Technology
Security Software
118B +104.00%
Technology
Other IT Services & Consulting
25.68B +72.58%
Technology
Other IT Services & Consulting
22.76B +59.92%
Technology
Other IT Services & Consulting
57.65M -11.31%
Technology
Other Software
2,980B -19.01%
Technology
Cloud Computing Services
5.55B +18.22%
Technology
Integrated Hardware & Software
354M -7.75%
Technology
Other Semiconductors
1.56B +38.82%
Technology
Security Software
5.36B +142.47%
Technology
Other IT Services & Consulting
338M +10.78%
Technology
Other Software
4.39B +69.10%
Technology
Other IT Services & Consulting
45.48B -32.12%
Technology
Security Software
207B +75.84%
Technology
Security Software
16.43B +2.51%
Technology
Cloud Computing Services
13.01B +2.40%
Industrials
Satellite Design & Manufacture
51.74B -2.57%
Technology
Enterprise Software
358B -35.63%
Technology
Other Semiconductors
46.22B +78.60%
Technology
Other Software
5.17B -0.34%
Industrials
Other Aerospace & Defense
70.05B +9.89%
Technology
Other IT Services & Consulting
13.62B -39.60%
Technology
Other IT Services & Consulting
2.92B +51.53%
Technology
Security Software
14.2B -26.40%
Technology
Other IT Services & Consulting
525M +2.01%
Industrials
Other Aerospace & Defense
262B +7.57%
Technology
Enterprise Software
2.6B +101.81%
Technology
Other IT Services & Consulting
25.08B +12.87%
Technology
Security Software
576M +20.48%
Technology
Mobile Application Software
869M +79.86%
Technology
Other IT Services & Consulting
10.22B -12.50%
Industrials
Financial Information Providers
32.22B -19.63%
Technology
Other IT Services & Consulting
206B -27.71%
Technology
Security Software
289B +96.92%
Technology
Other IT Services & Consulting
4.86B +15.19%
Technology
Other Computer Hardware
22.08B +10.19%
Technology
Other IT Services & Consulting
7.83B -21.47%
Technology
Security Software
16.27B -1.23%
Industrials
Aerospace & Defense Electronics
6.19B -8.80%
Technology
Other Software
6.73B +29.93%
Technology
Other Software
534M -17.64%
Technology
Other IT Services & Consulting
3.18B +107.66%
Industrials
Other Professional Information Services
21.39B -18.35%
Technology
Cloud Computing Services
96.71B +40.40%
Technology
System Software
23.68B -33.39%
Technology
Security Software
813M -19.21%
Technology
Other IT Services & Consulting
17.27B +37.59%
Technology
Security Software
5.4B +44.36%
Technology
Enterprise Software
186M -4.08%
Technology
Security Software
274M -20.64%
Technology
Enterprise Software
139M -35.40%
Technology
Security Software
332M -36.08%
Technology
Other IT Services & Consulting
116M -16.07%
Technology
Other Software
20.27M -1.47%
Technology
Other IT Services & Consulting
18.48M -20.31%
Technology
Other Communications & Networking
379M -24.13%
Technology
Security Software
20.64B -8.34%
Technology
Other IT Services & Consulting
1.24B -.--%
Technology
Security Software
1.27B +24.10%
Technology
Internet Security & Transactions Services
118M +0.61%
Technology
Other IT Services & Consulting
253M +4.78%
Technology
Other IT Services & Consulting
756M -.--%
Technology
Other IT Services & Consulting
46.67M -
Technology
Application Software
7 -
Technology
Security & Surveillance
82.13M -18.78%
Technology
Application Software
337M -12.81%
Technology
Biometric Products
11.41M -20.55%
Technology
Other Software
32.79M -
Technology
Biometric Products
13.56M -25.00%

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Ratings ESG MSCI

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