Investment Themes
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 | 2.43B | +8.96% | ||
| Industrials | Other Construction & Engineering | 2.59B | +153.91% | ||
| Technology | Other Electronic Equipment & Parts | 4.34B | -10.14% | ||
| Technology | Other Communications & Networking | 4.15B | +86.88% | ||
| Industrials | Other Construction & Engineering | 10.57B | +16.06% | ||
| Technology | Other IT Services & Consulting | 48.58B | +104.99% | ||
| Industrials | Other Construction & Engineering | 34.82B | +133.95% | ||
| Technology | Other Internet Services | 8.98B | +71.09% | ||
| Industrials | Other Industrial Machinery & Equipment | 8.14B | +47.15% | ||
| Technology | Other Internet Services | 192B | +48.26% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,426B | +3.85% | ||
| Technology | Other Electronic Equipment & Parts | 18.36B | +34.85% | ||
| Technology | Other Semiconductors | 78.03B | -19.54% | ||
| Industrials | Testing & Measuring Equipment | 5.23B | -16.27% | ||
| Industrials | Other Industrial Machinery & Equipment | 11.57B | +58.38% | ||
| Technology | Application Software | 20.83B | -5.68% | ||
| Technology | Other Semiconductors | 47.12B | +63.33% | ||
| Consumer Non-Cyclical | Other Personal Services | 3.75B | -1.87% | ||
| Technology | Security Software | 62.12B | -11.41% | ||
| Technology | Other Semiconductors | 3.3B | +8.01% | ||
| Industrials | Other Electrical Components & Equipment | 17.28B | +57.36% | ||
| Technology | Other Software | 2.61B | -13.50% | ||
| Technology | Other Software | 3,649B | +16.44% | ||
| Technology | Other Semiconductors | 4,509B | +37.20% | ||
| Industrials | Management Consulting Services | 6.63B | +23.29% | ||
| Technology | Internet Security & Transactions Services | 485B | +2.05% | ||
| - | - | 682M | - | ||
| Consumer Non-Cyclical | Child Care & Family Services | 5.63B | -11.40% | ||
| Industrials | Transaction & Payment Services | 57.19B | -28.61% | ||
| Basic Materials | Other Steel | 36.46B | +36.26% | ||
| Industrials | Other Electrical Components & Equipment | 4.7B | +17.64% | ||
| Industrials | Other Industrial Machinery & Equipment | 33.68B | +18.66% | ||
| Technology | Semiconductor Testing Equipment & Service | 31.79B | +59.71% | ||
| Industrials | Commuting Services | 1.27B | +8.96% | ||
| Industrials | Other Electrical Components & Equipment | 45.87B | +8.93% | ||
| Industrials | Other Heavy Electrical Equipment | 133B | +19.58% | ||
| Technology | Other Communications & Networking | 30.04B | +154.89% | ||
| Technology | Other Electronic Equipment & Parts | 6.45B | +9.32% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 88.09B | +8.38% | ||
| Technology | Application Software | 63.77B | +1.53% | ||
| Technology | Other Communications & Networking | 312B | +34.71% | ||
| Technology | Security Software | 2.61B | +12.45% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 46.84B | +12.65% | ||
| Energy | Stationary Fuel Cells | 845M | +64.85% | ||
| Industrials | Other Electrical Components & Equipment | 39.82B | +38.13% | ||
| Technology | Security Software | 136B | +6.83% | ||
| Technology | Other Software | 19.8B | -21.48% | ||
| Technology | Enterprise Software | 2.56B | -13.08% | ||
| Technology | Integrated Circuits | 5.81B | -16.81% | ||
| Technology | Advanced Electronic Equipment | 35.89B | +31.19% | ||
| Technology | Other Electronic Equipment & Parts | 85.18B | -16.06% | ||
| Energy | Photovoltaic Solar Systems & Equipment | 27.46B | +45.91% | ||
| Technology | Other Communications & Networking | 9.23B | +87.18% | ||
| Technology | Wireless Telecom | 19.78B | +14.46% | ||
| Technology | Other Communications & Networking | 31.98B | +1.11% | ||
| Industrials | Other Construction & Engineering | 19.43B | +53.12% | ||
| Technology | Other Communications & Networking | 3.64B | +59.54% | ||
| Industrials | Other Business Support Services | 16.63B | +3.35% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 70.27B | +47.52% | ||
| Technology | Other IT Services & Consulting | 19.69B | -20.17% | ||
| Industrials | Other Construction & Engineering | 1.83B | +5.81% | ||
| Real Estate | Residential REITs | 23.06B | -16.11% | ||
| - | - | 37.3B | - | ||
| Industrials | Other Industrial Machinery & Equipment | 111B | +36.67% | ||
| Technology | Other IT Services & Consulting | 1.71B | +9.48% | ||
| Technology | Other Semiconductors | 4.58B | +13.96% | ||
| Industrials | Other Construction & Engineering | 22.78B | -4.67% | ||
| Industrials | Waste Management, Disposal & Recycling Services | 1.3B | +35.36% | ||
| Consumer Cyclical | Flooring & Interior Tile Manufacturers | 15.69B | +4.97% | ||
| Utilities | Other Natural Gas Utilities | 27.01B | +19.37% | ||
| Industrials | Pump & Pumping Equipment | 4.16B | -4.99% | ||
| Industrials | Other Construction & Engineering | 4.94B | -14.78% | ||
| Real Estate | Mortgage REITs | 642M | +16.25% | ||
| Technology | Other IT Services & Consulting | 23.26B | +17.33% | ||
| Industrials | Other Industrial Machinery & Equipment | 10.27B | +43.57% | ||
| Real Estate | Mortgage REITs | 972M | -6.97% | ||
| Technology | Other IT Services & Consulting | 8.47B | -8.97% | ||
| Technology | Other IT Services & Consulting | 3.84B | -6.10% | ||
| Technology | Other Communications & Networking | 61.86B | -19.60% | ||
| Industrials | Other Electrical Components & Equipment | 133B | +3.72% | ||
| Utilities | Other Water Utilities | 10.88B | +13.69% | ||
| Technology | Enterprise Software | 629B | +32.82% | ||
| Industrials | Other Business Support Services | 1.94B | -13.55% | ||
| Technology | Other Wireless Telecommunications Services | 176B | +7.14% | ||
| Industrials | Other Environmental Services & Equipment | 4.7B | +18.99% | ||
| Technology | Other IT Services & Consulting | 12.27B | -10.18% | ||
| Technology | Enterprise Software | 19.45B | +15.84% | ||
| Technology | Telecommunications Network Infrastructure | 1.55B | -29.68% | ||
| Technology | Security & Surveillance | 6.53B | +15.41% | ||
| Utilities | Water Supply & Irrigation Systems | 25.07B | +3.03% | ||
| Industrials | Aerospace & Defense Electronics | 6.73B | -29.67% | ||
| Technology | Other Integrated Telecommunications Services | 174B | +0.58% | ||
| Technology | Other Integrated Telecommunications Services | 150B | -6.68% | ||
| Utilities | Other Water Utilities | 11.03B | +9.57% | ||
| Technology | Other Wireless Telecommunications Services | 229B | -8.74% | ||
| Technology | Other Communications & Networking | 34.29B | +25.25% | ||
News of the components
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░ ░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░ ░░░░ ░░░░ ░░░░░ ░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░ ░░░░░░░░░░░ ░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░ ░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░ ░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░ ░░░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░ ░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░ ░░░░░░░ ░░ ░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░ ░░░░ ░░░░░ ░░ ░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░ ░░ ░░░░ ░░ ░░ ░░░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░ ░░░ ░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░ ░░░░░ ░░░ ░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░ ░ ░░░░░░ ░░░ ░░░░ ░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░ ░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░░ | ░░ |
Heatmap
Calendar of the components
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░ |
| ░░░░ | ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Smart City, investing in a megatrend
















