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 | 2.87B | +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 | - | ||
News of the components
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