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
2.43B +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

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Heatmap

Calendar of the components

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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