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 | 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 | - | ||
News of the components
| ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░░░ ░░ ░░░░ ░░░░░░░ ░░░░ ░░░ ░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░ ░░░░░░░ ░░ ░░ ░░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░ ░░░ ░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░ ░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░░ ░░░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░ ░░░░ ░░░░░░ ░░░ ░░ ░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░ ░░░░ ░░ ░░░░ ░░░░░ ░░░░░░ ░░░░░░ ░░░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░░░░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░ ░░ ░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░ ░░░ ░░░░ ░░░ ░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░ ░ ░░░░░░░ ░░ ░░░░░ ░░ ░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░ ░░░░░ ░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░ ░░░ ░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Smart City, investing in a megatrend
















