Investment Themes
Rapid growth in mobile data traffic (30% CAGR to 2026) is driven by increased consumption of data-intensive content. This creates an imperative need for cellular networks offering superior data rates, efficiency and capacity. This is why improved capacity is a key differentiator between 5G and 4G LTE. While LTE can deliver hundreds of Mbps, 5G is expected to offer Gbps speeds thanks to increased spectral capacity and the use of millimeter waves. 5G is also attractive for fixed wireless access (FWA) networks, which can complement or replace fiber-to-the-home connections.
5G is not only faster than 4G, it also offers more secure connectivity thanks to 256-bit encryption, enhancing the security of corporate data compared to 4G with 128-bit encryption. It's also more secure than unsecured public Wi-Fi networks, which can expose businesses to cyberattacks such as ransomware and hacking.
5G enables increased bandwidth, reducing delays when employees transfer or download files. Bandwidth, as distinct from speed, measures the amount of information that can be sent or received simultaneously, and is particularly useful for professions dealing with large volumes of data, such as architects or engineers using CAD, data modeling or 3D visualization files.
The benefits of improved network technology are not limited to the telecoms sector. Enhanced connectivity is also needed for emerging technologies requiring higher transmission speeds, reduced latency and reliable connections to support data-intensive transmissions and mission-critical applications, such as autonomous driving, massive connections with the Internet of Things (IoT), industrial automation (Industry 4.0) and virtual and augmented reality (AR/VR).
The first commercial deployments of 5G networks took place at the end of 2018. Deploying new mobile communications networks requires significant investment, and 5G is already transforming many industries today, offering substantial growth opportunities for leading technology companies.
This thematic list features most of the listed companies - from start-ups to well-established multinationals - that are benefiting from the global adoption of 5G.
Our selection
| Technology | Other Semiconductors | 154B | +16.45% | ||
| Technology | Other Semiconductors | 78.03B | +5.40% | ||
| Technology | Search Engines | 3,610B | -4.63% | ||
| Technology | Semiconductor Testing Equipment & Service | 176B | +10.66% | ||
| Technology | Phones & Smart Phones | 3,780B | -5.30% | ||
| Technology | Other Semiconductors | 4,320B | -4.65% | ||
| Technology | Other Communications & Networking | 39.87B | +51.51% | ||
| Technology | Other Communications & Networking | 167B | +1.42% | ||
| Technology | Other Communications & Networking | 41.6B | +25.78% | ||
| Technology | Other Semiconductors | 1,565B | -4.51% | ||
| Technology | Other Semiconductors | 314B | -10.15% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,289B | -7.63% | ||
| Technology | Other Communications & Networking | 311B | +2.09% | ||
| Technology | Electronic Component | 46.03B | +27.71% | ||
| Technology | Display Screens | 106B | +40.81% | ||
| Financials | Investment Management | 2.82B | +0.39% | ||
| Technology | Other IT Services & Consulting | 16.18B | +12.13% | ||
| Technology | Other Semiconductors | 7.2B | -8.13% | ||
| Technology | Advanced Electronic Equipment | 46.72B | +34.08% | ||
| Technology | Other Communications & Networking | 37.32B | +13.69% | ||
| Technology | Other Integrated Telecommunications Services | 222B | -3.37% | ||
| Technology | Other Semiconductors | 50.98B | -7.06% | ||
| Technology | Wireless Telecom | 21.75B | +5.58% | ||
| Technology | Other Communications & Networking | 9.17B | +12.15% | ||
| Technology | Other IT Services & Consulting | 7.5B | -13.41% | ||
| Technology | Other Semiconductors | 11.69B | +16.19% | ||
| Technology | Other Communications & Networking | 43.57B | +20.32% | ||
| Technology | Other IT Services & Consulting | 14.47B | +14.49% | ||
| Industrials | Other Electrical Components & Equipment | 674M | +30.90% | ||
| Technology | Other Wireless Telecommunications Services | 200B | +15.30% | ||
| Technology | Other Integrated Telecommunications Services | 216B | +25.51% | ||
| Technology | Satellite Service Operators | 2.9B | +12.18% | ||
| Technology | Other Communications & Networking | 3.31B | -4.65% | ||
| Technology | Integrated Circuits | 8.24B | -13.56% | ||
| Technology | Other Computer Hardware | 28.08B | -12.03% | ||
| Technology | Other Semiconductors | 145B | -20.67% | ||
| Real Estate | Other Specialized REITs | 92.08B | +22.32% | ||
| Industrials | Other Electrical Components & Equipment | 202B | -6.00% | ||
| Technology | Other Wireless Telecommunications Services | 244B | +9.13% | ||
| Technology | Other Communications & Networking | 50.55M | -14.67% | ||
| Technology | Other Integrated Telecommunications Services | 29.41B | +11.25% | ||
| Real Estate | Other Specialized REITs | 60.54B | +13.88% | ||
| Technology | Other Integrated Telecommunications Services | 24.28B | +8.31% | ||
| Real Estate | Other Specialized REITs | 87.9B | +7.42% | ||
| Technology | Other Communications & Networking | 1.84B | +12.82% | ||
| Technology | Other Semiconductors | 217B | +17.67% | ||
| Technology | Electronic Component | 5.09B | +68.58% | ||
| Technology | Telecommunications Network Infrastructure | 25.44M | -35.81% | ||
| Real Estate | Other Specialized REITs | 20.8B | +1.63% | ||
| Real Estate | Other Specialized REITs | 39.43B | +1.76% | ||
| Technology | Other Communications & Networking | 378M | -25.35% | ||
| Technology | Other Integrated Telecommunications Services | 701M | -9.70% | ||
| Technology | Other Semiconductors | 531M | -11.11% | ||
| Technology | Other IT Services & Consulting | 123M | -14.79% | ||
| Technology | Other Communications & Networking | 149M | -5.29% | ||
| Technology | Enterprise Software | 17.5M | -16.67% | ||
| Technology | Other Semiconductors | 3.22M | -22.88% | ||
| - | - | 585 | - | ||
| Technology | Other Semiconductors | 122M | -13.34% | ||
News of the components
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