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
2.87B +32.19%
Basic Materials
Other Steel
59.89B +61.84%
Technology
Other Communications & Networking
8.51B +93.60%
Technology
Other Electronic Equipment & Parts
10.43B +62.31%
Industrials
Other Construction & Engineering
54.82B +67.16%
Consumer Non-Cyclical
Other Personal Services
5.58B +40.51%
Consumer Cyclical
Internet & Mail Order Department Stores
2,750B +10.47%
Industrials
Testing & Measuring Equipment
54.77B +58.27%
Industrials
Other Electrical Components & Equipment
23.98B +45.31%
Technology
Other Semiconductors
59.92B +34.53%
Technology
Other Electronic Equipment & Parts
119B +37.58%
Industrials
Testing & Measuring Equipment
4.99B +69.84%
Technology
Semiconductor Testing Equipment & Service
53.41B +76.49%
Technology
Security Software
113B +94.61%
Industrials
Management Consulting Services
7.34B +20.94%
Technology
Other Semiconductors
12.49B +81.64%
Technology
Other Communications & Networking
431B +42.09%
Energy
Stationary Fuel Cells
675M -11.43%
Technology
Other Semiconductors
45.21B +96.12%
Technology
Application Software
50.52B -18.34%
Technology
Other Communications & Networking
50.13B +51.43%
Technology
Other Semiconductors
5,419B +20.33%
Industrials
Other Heavy Electrical Equipment
173B +30.63%
Technology
Other Software
3,689B +2.73%
Industrials
Other Industrial Machinery & Equipment
12.54B +19.16%
Technology
Other Semiconductors
181B +142.97%
Industrials
Other Construction & Engineering
2.93B +55.88%
Industrials
Other Environmental Services & Equipment
5.28B +21.31%
Technology
Other IT Services & Consulting
39.92B -10.94%
Real Estate
Other Real Estate Development & Operations
3.22B +70.64%
Technology
Other IT Services & Consulting
5.39B +42.55%
Industrials
Other Industrial Machinery & Equipment
9.68B -3.39%
Industrials
Other Industrial Machinery & Equipment
7.67B -6.86%
Technology
Other Internet Services
156B -6.44%
Industrials
Heating, Ventilation & Air Conditioning Systems
96.59B +12.80%
Industrials
Other Electrical Components & Equipment
4.62B +3.06%
Industrials
Industrial Machinery & Equipment Wholesale
55B +19.44%
Technology
Other Software
3.77B +45.52%
Industrials
Other Electrical Components & Equipment
53.46B +13.58%
Industrials
Other Industrial Machinery & Equipment
120B +8.01%
Technology
Other Internet Services
6.57B -10.43%
Technology
Other Semiconductors
83.81B +46.86%
Technology
Other Electronic Equipment & Parts
18.2B +1.87%
Technology
Other Semiconductors
2.95B -5.22%
Technology
Internet Security & Transactions Services
515B +3.02%
Technology
Application Software
16.18B -14.40%
Technology
Security Software
4.46B +103.47%
Industrials
Other Environmental Services & Equipment
16.64B +34.43%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
20.94B +34.59%
Technology
Enterprise Software
6.06B +151.32%
Technology
Other IT Services & Consulting
14.9B -20.42%
Technology
Other Software
15.35B -17.42%
Industrials
Other Industrial Machinery & Equipment
24.92B -21.62%
Industrials
Heating, Ventilation & Air Conditioning Systems
84.35B +16.28%
Industrials
Air & Gas Compressors
96.46B +20.39%
Industrials
Other Electrical Components & Equipment
40.88B +8.41%
- - 33.54B -
Real Estate
Mortgage REITs
864M +31.64%
Technology
Other IT Services & Consulting
6.52B -22.42%
Technology
Other Communications & Networking
8.51B +3.58%
Technology
Other Wireless Telecommunications Services
3.28B -29.21%
Technology
Other Software
2.78B +10.84%
Technology
Other Semiconductors
28.16B +33.59%
Technology
Enterprise Software
420B -25.22%
Technology
Enterprise Software
1.53B +207.77%
Technology
Other Semiconductors
182B -0.64%
Technology
Other IT Services & Consulting
2.18B -8.38%
Industrials
Other Construction & Engineering
19.62B -1.31%
Industrials
Pump & Pumping Equipment
4.31B +2.16%
Consumer Non-Cyclical
Child Care & Family Services
3.5B -29.04%
Technology
Other Wireless Telecommunications Services
37.13B +24.97%
Technology
Other Communications & Networking
2.37B -29.00%
Industrials
Commercial Equipment Rental
60.99B +21.07%
Industrials
Civil Engineers & Architects
4.85B -12.39%
Technology
Other Electronic Equipment & Parts
4.21B +3.51%
Industrials
Pump & Pumping Equipment
16.56B +26.23%
Industrials
Other Industrial Machinery & Equipment
6.85B +0.44%
Industrials
Transaction & Payment Services
46.77B -6.35%
Industrials
Other Construction & Engineering
8.17B -22.29%
Industrials
Other Electrical Components & Equipment
47.24B +9.33%
Technology
Other Communications & Networking
79.26B +24.94%
Utilities
Other Natural Gas Utilities
28.34B +0.03%
Energy
Photovoltaic Solar Systems & Equipment
21.77B -22.44%
Utilities
Other Water Utilities
12.18B +5.56%
Technology
Other Communications & Networking
55.21B +53.02%
Technology
Other Integrated Telecommunications Services
158B +4.48%
Utilities
Water Supply & Irrigation Systems
27.72B +6.89%
- - 611M -

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Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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