2 exciting ASX shares to buy to take advantage of this huge theme rising at 15% per year

ASX shares benefiting from growth trends can be smart buys if their earnings are being driven by an undeniable tailwind. The growth theme that I'm going to highlight in this article is cybersecurity.

The world is becoming increasingly digital as the years go by, with almost every sector seeing changes. Think about work, learning, communication, education, shopping, banking, filing tax returns and more – many of these areas have changed significantly.

The more these activities occur online, the more important it is that users and core systems are protected from cybercrime. Cybersecurity is a rapidly growing sector that can help tackle this problem.

Cybersecurity Ventures predicts that global spending on cybersecurity over the five-year period of 2021 to 2025 has been a cumulative total of US$1.75 trillion, representing year over year growth of 15%. I'd image almost every ASX share would love to say their industry is growing at 15% per year.

Betashares Global Cybersecurity ETF (ASX: HACK)

This is an exchange-traded fund (ETF) that aims to give investors access to the world's leading cybersecurity companies. That includes both global cybersecurity giants as well as emerging players from different countries.

There are currently 32 businesses in the portfolio, which includes names like Cisco Systems, Crowdstrike, Fortinet and Okta. These companies are from a variety of countries including the US, India, France, Israel and Canada.

We don't necessarily need to pick which of these businesses will be the biggest winners – it's a diversified bet on the sector.

The HACK ETF has done well for investors over the long-term – since August 2016 it has delivered an average return per year of 15.9%, which is a fantastic level of return. But, past performance is not a guarantee of future returns, of course.

While management fees shouldn't necessarily have a significant impact on the size of the net returns, it's useful to know that the management costs are an annual 0.67%.

Qoria Ltd (ASX: QOR)

Wilson Asset Management recently provided its monthly update about the listed investment company (LIC) WAM Microcap Ltd (ASX: WMI), which included ASX share Qoria.

WAM described Qoria as a business that develops cloud-based cybersecurity and child protection software for schools and families worldwide.

The fund manager pointed out that the Qoria share price fell in January as the market focused on profitability and diminishing cash reserves despite promising growth metrics such as annual recurring revenue (ARR) surpassing US$100 million and continued growth.

But, the Qoria share price has since bounced back massively after the ASX share received a takeover offer from Aura which has agreed to acquire the ASX share at a price of 72 cents per share.

But, gaining investment access to Qoria will not be disappearing from the ASX – Aura will give Qoria shareholders 1 Aura CHESS depositary interest (CDI) for every 17.2 ordinary Qoria shares they own. Qoria's shares represent, in aggregate, 35% of Aura.

The ASX share has a promising future of revenue growth, whether it's as a separate entity or part of a merged business.

The post 2 exciting ASX shares to buy to take advantage of this huge theme rising at 15% per year appeared first on The Motley Fool Australia.

Motley Fool contributor Tristan Harrison has positions in Wam Microcap. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Global Cybersecurity ETF. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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