Investment Themes

Smart City, investing in a megatrend

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Investment Themes

The path of modernity opens the way to a more connected, safer and more ecological city. The smart city aims to improve the quality of life of city dwellers by making urban spaces more adaptive and efficient on a daily basis.

To achieve this, urban development relies on an ecosystem of intelligent objects and services thanks to new technologies. This management method covers all aspects of a city, starting with public and private infrastructures (buildings, street furniture, home automation), networks (water, gas, electricity, telecoms, waste management), transport (soft mobility, public transport, roads, intelligent cars) and e-services. The smart city market has been growing rapidly for several years. While the rural exodus is accelerating, urbanization is in full swing. According to UN estimates, two out of three people will be living in cities by 2030. The need to reorganize urban spaces is closely linked to the migration, climate and technological challenges of our century. This thematic list identifies the main actors of tomorrow's smart cities. Regularly updated, this list includes about 100 companies with sufficient capitalization and liquidity and solid fundamentals.

Our selection

Technology
Network Equipment
3.03B +39.52%
Basic Materials
Other Steel
57.26B +54.72%
Technology
Other Electronic Equipment & Parts
10.7B +66.57%
Technology
Other Communications & Networking
9.49B +115.77%
Industrials
Other Construction & Engineering
56.74B +73.04%
Consumer Non-Cyclical
Other Personal Services
5.71B +43.55%
Consumer Cyclical
Internet & Mail Order Department Stores
2,764B +11.02%
Industrials
Testing & Measuring Equipment
55.49B +60.35%
Industrials
Other Electrical Components & Equipment
25.18B +52.54%
Industrials
Testing & Measuring Equipment
5.15B +72.27%
Technology
Other Semiconductors
64.43B +44.65%
Technology
Other Electronic Equipment & Parts
125B +46.37%
Technology
Semiconductor Testing Equipment & Service
58.17B +92.22%
Industrials
Management Consulting Services
7.38B +25.02%
Technology
Security Software
127B +117.58%
Technology
Other Communications & Networking
442B +45.59%
Technology
Other Semiconductors
45.3B +96.28%
Energy
Stationary Fuel Cells
707M -7.14%
Technology
Other Semiconductors
13.29B +93.28%
Technology
Other Communications & Networking
56.6B +70.97%
Industrials
Other Industrial Machinery & Equipment
13.8B +27.25%
Technology
Application Software
57.13B -8.59%
Industrials
Other Heavy Electrical Equipment
179B +35.83%
Technology
Other Internet Services
6.57B -10.43%
Technology
Other Software
3,750B +4.43%
Technology
Other Semiconductors
5,505B +22.24%
Technology
Other Semiconductors
212B +184.13%
Industrials
Other Construction & Engineering
2.92B +54.54%
Industrials
Other Environmental Services & Equipment
5.62B +27.60%
Technology
Enterprise Software
5.72B +137.29%
Technology
Other IT Services & Consulting
39.42B -7.57%
Real Estate
Other Real Estate Development & Operations
3.34B +76.82%
Technology
Other IT Services & Consulting
5.63B +48.43%
Technology
Other Software
4.14B +59.88%
Industrials
Other Electrical Components & Equipment
4.8B +7.49%
Industrials
Other Industrial Machinery & Equipment
10.28B +2.61%
Industrials
Other Industrial Machinery & Equipment
8.09B +2.07%
Technology
Other Internet Services
157B -5.83%
Industrials
Heating, Ventilation & Air Conditioning Systems
99.96B +16.73%
Industrials
Industrial Machinery & Equipment Wholesale
58.68B +27.42%
Industrials
Other Electrical Components & Equipment
55.86B +18.68%
Industrials
Other Industrial Machinery & Equipment
127B +15.05%
Technology
Other Electronic Equipment & Parts
18.85B +3.50%
Technology
Other Semiconductors
3.12B +0.45%
Technology
Internet Security & Transactions Services
518B +3.65%
Technology
Application Software
17.25B -8.76%
Industrials
Other Environmental Services & Equipment
16.46B +32.98%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
21.76B +40.26%
Technology
Other IT Services & Consulting
15.22B -18.58%
Technology
Other Software
15.15B -18.52%
Industrials
Heating, Ventilation & Air Conditioning Systems
86.14B +18.76%
Industrials
Other Industrial Machinery & Equipment
26.3B -17.28%
Industrials
Air & Gas Compressors
102B +26.35%
Industrials
Other Electrical Components & Equipment
41.65B +10.49%
- - 34.71B -
Real Estate
Mortgage REITs
884M +34.79%
Technology
Other IT Services & Consulting
6.55B -22.12%
Technology
Other Communications & Networking
8.64B +5.11%
Utilities
Other Natural Gas Utilities
28.26B -0.24%
Technology
Other Wireless Telecommunications Services
3.07B -33.81%
Technology
Other Semiconductors
86.35B +53.83%
Technology
Other Software
2.83B +12.90%
Technology
Enterprise Software
438B -22.05%
Technology
Enterprise Software
1.67B +235.60%
Technology
Other Semiconductors
176B -3.67%
Technology
Other IT Services & Consulting
2.23B -10.56%
Industrials
Other Construction & Engineering
19.78B -0.54%
Industrials
Other Construction & Engineering
8.54B -12.10%
Industrials
Pump & Pumping Equipment
4.52B +6.92%
Consumer Non-Cyclical
Child Care & Family Services
3.62B -26.70%
Technology
Other Wireless Telecommunications Services
36.64B +18.48%
Technology
Other Communications & Networking
2.37B -28.79%
Industrials
Civil Engineers & Architects
4.91B -14.12%
Technology
Other Electronic Equipment & Parts
4.35B +6.90%
Industrials
Pump & Pumping Equipment
17.25B +31.49%
Industrials
Other Industrial Machinery & Equipment
7.16B +5.94%
Industrials
Other Electrical Components & Equipment
48.08B +11.29%
Technology
Other Communications & Networking
80.52B +26.93%
Industrials
Other Construction & Engineering
8.39B -20.14%
Technology
Other IT Services & Consulting
26.61B +21.31%
Industrials
Transaction & Payment Services
52.59B +5.29%
Industrials
Other Electrical Components & Equipment
195B +28.69%
Energy
Photovoltaic Solar Systems & Equipment
22.58B -19.57%
Utilities
Other Water Utilities
12.72B +12.23%
Technology
Other Integrated Telecommunications Services
158B +1.84%
Utilities
Water Supply & Irrigation Systems
27.16B +4.74%
- - 633M -

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Smart City, investing in a megatrend