Investment Themes
With the evolution of the smart home beginning to influence all areas of our daily lives, it is already changing the way we shop, work, communicate and entertain ourselves. It's making your home more secure, saving you energy and improving your comfort, while saving you time. A new intelligent ecosystem is already starting to develop in our homes.
This thematic list allows investors to invest in the connected home megatrend. We are talking about systems for improving security (setting the alarm at a fixed time, closing the shutters remotely, turning on presence detectors, controlling video surveillance), communication (turning on the TV remotely, play music or receive at fixed times certain data necessary for medical monitoring via a computer), energy management (management and storage of renewable energy, thermostat adjustment, etc.) but also interactions between connected objects (smartphone, refrigerator, connected watches, home cinema, etc.).
Our selection
| Technology | Other Computer Hardware | 270B | +243.16% | ||
| Technology | Home Audio | 1.68B | -21.30% | ||
| Technology | TV & Video | 4.66B | +45.47% | ||
| Technology | Other Phones & Handheld Devices | 1,248B | +131.44% | ||
| Technology | Other Communications & Networking | 441B | +47.76% | ||
| Technology | Search Engines | 4,460B | +15.63% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,646B | +5.55% | ||
| Technology | Other Internet Services | 321B | -19.38% | ||
| Technology | Phones & Smart Phones | 4,563B | +15.28% | ||
| Technology | Other Communications & Networking | 210B | +38.17% | ||
| Technology | Other Software | 2,888B | -20.74% | ||
| Technology | Other Computer Hardware | 13.85B | -4.29% | ||
| Industrials | Other Electrical Components & Equipment | 53.11B | +12.68% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 31.7B | -14.54% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 28.39B | +11.59% | ||
| Technology | Phones & Smart Phones | 75.77B | -35.62% | ||
| Technology | Other Household Electronics | 21.11B | +113.06% | ||
| Technology | Other Communications & Networking | 4.18B | -9.19% | ||
| - | - | 43.28B | - | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 85.79B | +17.10% | ||
| Technology | Other Household Electronics | 127B | -13.82% | ||
| Industrials | Other Electrical Components & Equipment | 42.34B | +11.71% | ||
| Healthcare | Other Healthcare Facilities & Services | 3.39B | -32.61% | ||
| Technology | Other Semiconductors | 4.61B | +66.67% | ||
| Technology | Other Software | 2.51B | -0.06% | ||
| Technology | E-commerce & Auction Services | 91.94B | -10.17% | ||
| Technology | Other Household Electronics | 63.46B | +114.13% | ||
| Technology | Security & Surveillance | 11.97B | -15.22% | ||
| Industrials | Other Air Freight & Logistics | 5.96B | -5.24% | ||
| Technology | Other IT Services & Consulting | 24.31B | +10.14% | ||
| Consumer Cyclical | Other Appliances, Tools & Housewares | 26.2B | -22.23% | ||
| Industrials | Other Electrical Components & Equipment | 172B | +12.30% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 35.77B | -3.73% | ||
| Consumer Cyclical | Leisure Products Wholesale | 7.64B | -10.73% | ||
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 344B | -2.29% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 26.83B | +3.66% | ||
| Technology | Other Electronic Equipment & Parts | 12.61B | +8.85% | ||
| Industrials | Other Electrical Components & Equipment | 154B | +25.45% | ||
| Technology | Security & Surveillance | 4.91B | -9.57% | ||
| Healthcare | Veterinary Drugs | 31.98B | -40.31% | ||
| Technology | Application Software | 51.51B | +0.27% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 50.9B | -33.13% | ||
| Technology | Other Household Electronics | 2.63B | -16.54% | ||
| Consumer Cyclical | Residential Builders - Single Homes | 18.07B | -11.84% | ||
| - | - | 24.55B | - | ||
| Consumer Cyclical | Other Broadcasting | 24.55B | -2.05% | ||
| Utilities | Other Electric Utilities | 185B | +8.92% | ||
| Technology | Other Semiconductors | 7.18B | +67.04% | ||
| Technology | Satellite Service Operators | 83.63B | -22.42% | ||
| Services académiques et éducatifs | Professional & Business Education | 245M | +16.45% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.35B | +0.30% | ||
| Consumer Cyclical | Household Appliances | 2.41B | -47.78% | ||
| Technology | Other Software | 47.86B | -1.82% | ||
| Technology | Security & Surveillance | 5.41B | -16.60% | ||
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,513B | -12.38% | ||
| Technology | Security & Surveillance | 1.43B | -8.51% | ||
| - | - | 71.3B | - | ||
| Technology | Electronic Component | 2.5B | -6.16% | ||
| Consumer Cyclical | Household Appliances | 54.21M | -56.53% | ||
| Technology | Other Household Electronics | 59.87M | +29.64% | ||
| Technology | Advanced Electronic Equipment | 1.72M | -50.91% | ||
| Industrials | Testing & Measuring Equipment | 6.48M | -9.09% | ||
News of the components
| ░░░░ | ░░░░░░ ░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░░░░░ ░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░ ░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░ ░░░ ░░░░░ ░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░ ░░░░░░░░░ ░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░ ░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░░░░ ░░░░░░░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░ ░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░░░ ░░ ░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░░░░░ ░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░ ░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░ ░░░ ░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░ ░ ░░░ ░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Smart home
















