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
Other Software
2.96B +13.90%
Consumer Non-Cyclical
Other Personal Services
4.83B +19.31%
Technology
Application Software
13.13B -34.75%
Industrials
Other Construction & Engineering
65.99B +101.18%
Industrials
Other Industrial Machinery & Equipment
15.7B +49.46%
Industrials
Testing & Measuring Equipment
59.93B +72.58%
Technology
Security Software
5.4B +148.26%
Consumer Cyclical
Internet & Mail Order Department Stores
2,566B +3.35%
Industrials
Other Electrical Components & Equipment
26.82B +62.64%
Technology
Other Communications & Networking
477B +57.21%
Technology
Other Semiconductors
77.49B +74.03%
Technology
Application Software
41.9B -32.97%
Technology
Other Communications & Networking
63.13B +90.70%
Technology
Other Semiconductors
4,970B +10.02%
Industrials
Management Consulting Services
5.22B -14.69%
Technology
Security Software
107B +84.23%
Industrials
Other Industrial Machinery & Equipment
7.71B -3.35%
Technology
Semiconductor Testing Equipment & Service
63.12B +108.31%
Technology
Other Software
2,903B -19.21%
Technology
Other Electronic Equipment & Parts
19.76B +10.18%
Technology
Other Semiconductors
245B +229.14%
Technology
Other Internet Services
5.14B -30.10%
Technology
Internet Security & Transactions Services
433B -14.17%
Technology
Network Equipment
4.07B +86.85%
Basic Materials
Other Steel
60.66B +63.29%
Technology
Other Electronic Equipment & Parts
11.94B +86.68%
Technology
Other IT Services & Consulting
4.74B +27.03%
Technology
Other IT Services & Consulting
32.12B -26.95%
Industrials
Other Heavy Electrical Equipment
186B +37.83%
Industrials
Testing & Measuring Equipment
5.25B +72.87%
Industrials
Other Electrical Components & Equipment
40.42B +4.95%
Industrials
Other Electrical Components & Equipment
52.06B +10.62%
Industrials
Heating, Ventilation & Air Conditioning Systems
101B +17.74%
Technology
Enterprise Software
11.75B -35.65%
Industrials
Other Industrial Machinery & Equipment
114B +2.79%
Technology
Other Semiconductors
2.97B -4.32%
Industrials
Other Industrial Machinery & Equipment
11.52B +14.99%
Technology
Other Electronic Equipment & Parts
110B +28.12%
Technology
Other Semiconductors
15.53B +126.23%
Technology
Enterprise Software
530B -5.53%
Technology
Other Software
2.31B -8.57%
Technology
Other Internet Services
140B -15.74%
Technology
Enterprise Software
2.09B +322.91%
Technology
Security Software
531M +11.60%
Industrials
Other Construction & Engineering
2.72B +38.94%
Industrials
Pump & Pumping Equipment
2.23B +77.15%
Technology
Other IT Services & Consulting
1.93B +4.31%
Technology
Other IT Services & Consulting
2.31B -7.26%
Industrials
Other Environmental Services & Equipment
5.73B +32.06%
Consumer Non-Cyclical
Child Care & Family Services
3.41B -36.05%
Technology
Other IT Services & Consulting
13.98B -26.49%
- - 34.29B -
Utilities
Other Natural Gas Utilities
28.37B +1.39%
Industrials
Heating, Ventilation & Air Conditioning Systems
88.44B +21.05%
Industrials
Transaction & Payment Services
36.63B -28.86%
Industrials
Other Electrical Components & Equipment
4.9B +8.51%
Industrials
Civil Engineers & Architects
5.11B -11.93%
Industrials
Industrial Machinery & Equipment Wholesale
53.46B +16.05%
Industrials
Other Industrial Machinery & Equipment
26.17B -19.17%
Industrials
Other Industrial Machinery & Equipment
11.93B -29.13%
Energy
Stationary Fuel Cells
1.27B +68.29%
Technology
Other Software
12.6B -34.17%
Technology
Other IT Services & Consulting
5.99B -29.95%
Technology
Other Electronic Equipment & Parts
3.57B -13.25%
Technology
Other Semiconductors
69.72B +201.92%
Technology
Other IT Services & Consulting
256B -8.09%
Technology
Enterprise Software
3.24B +33.80%
Industrials
Testing & Measuring Equipment
3.84B -24.47%
Technology
Other Communications & Networking
7.33B -10.88%
Technology
Integrated Circuits
4.28B -21.68%
Technology
Other IT Services & Consulting
854M -3.75%
Technology
Other Wireless Telecommunications Services
35.77B +17.06%
Industrials
Other Construction & Engineering
22.44B +13.42%
Industrials
Other Electrical Components & Equipment
51.11B +18.06%
Industrials
Elevator & Conveying Equipment
29.24B -19.55%
Industrials
Other Construction & Engineering
9.55B -7.21%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
17.48B +13.35%
Technology
Mobile Application Software
743M +55.92%
Technology
Other Communications & Networking
84.2B +132.68%
Utilities
Other Water Utilities
13.1B +10.05%
Technology
Other Communications & Networking
68.43B +7.55%
Technology
Other Communications & Networking
2.45B -27.47%
Industrials
Aerospace & Defense Electronics
6.07B -8.25%
Utilities
Water Supply & Irrigation Systems
24.67B -3.21%
Utilities
Other Water Utilities
11.83B +4.91%
- - 1.23B -
Technology
Other Communications & Networking
41.24B +28.70%

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