Cybersecurity & data sovereignty
Attack surfaces grow with every connected machine, regulation demands control over data and infrastructure. Security shifts from a cost center to mandatory spend — spanning security platforms, cloud and data infrastructure, sovereign cloud offerings for governments, identity and encryption technology through to securing industrial control systems. Platform providers with recurring license revenue are valued differently than infrastructure operators whose growth depends more on the overall pace of digitization.
Security platforms
Every additional connected device widens a company's attack surface, which is why cybersecurity has turned from a cost center into mandatory spend that boards can no longer cut. Platforms that bundle many individual security tools into one system are taking market share from smaller point solutions, because fewer vendors mean fewer gaps between systems.
Endpoint- und Netzwerksicherheit · Identitätsmanagement · Zero-Trust-Plattformen · Managed Security Services
Cloud & data infrastructure
Applications and data almost never run on a company's own server in the basement anymore, but on rented cloud layers that need to be monitored, secured and restored in an emergency. This infrastructure layer grows automatically with every new cloud application, regardless of which individual software product ultimately succeeds.
Observability · Datenbanken und Data Warehouses · Backup und Resilienz · Content Delivery
Sovereign cloud & public-sector digitization
European authorities and companies increasingly do not want to store their data on US servers, both for privacy reasons and out of concern about political dependence on a single country. That gives regional cloud providers, European data centers and government software makers a market decided more by regulation than by pure price competition.
Europäische Cloud-Anbieter · IT-Dienstleister öffentlicher Sektor · Rechenzentren in Europa · Verwaltungssoftware
Identity, encryption & privacy
Every digital transaction starts with the question of who is acting and whether they are allowed to, making identity verification and encryption the invisible foundation everything else on the internet rests on. With quantum computers on the horizon that could theoretically break today's encryption, a new, urgent need for quantum-safe cryptography is emerging, well before those computers are even ready for use.
Digitale Identität · Verschlüsselung und Post-Quantum · Privacy-Tech · Sichere Hardware-Module
OT & industrial security
Controls in factories, power grids and water plants were often built decades ago, long before anyone thought about internet connections, making them especially vulnerable once networked. A successful attack here hits real infrastructure, not just data, which is why states increasingly make this protection mandatory rather than optional, securing specialized providers reliable, regulation-driven demand.
OT-Sicherheit · Sicherheit kritischer Infrastruktur · Industrielle Netzwerktechnik
Headwind
No headwind stocks are currently classified for this trend.