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 | 300B | +268.46% | ||
| Technology | TV & Video | 5.08B | +50.77% | ||
| Technology | Other Communications & Networking | 4.61B | +1.32% | ||
| Technology | Home Audio | 1.81B | -12.70% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,807B | +12.76% | ||
| Technology | Search Engines | 4,167B | +9.27% | ||
| Technology | Other Phones & Handheld Devices | 1,201B | +114.35% | ||
| Technology | Other Communications & Networking | 255B | +54.35% | ||
| Technology | Other Communications & Networking | 443B | +45.87% | ||
| Technology | Other Software | 3,686B | +2.64% | ||
| Technology | Other Internet Services | 339B | -13.12% | ||
| Technology | Phones & Smart Phones | 4,575B | +15.30% | ||
| Industrials | Other Electrical Components & Equipment | 56.21B | +19.43% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 33.57B | +34.04% | ||
| Technology | Other Electronic Equipment & Parts | 17.02B | +48.19% | ||
| Healthcare | Other Healthcare Facilities & Services | 3.6B | -24.54% | ||
| Technology | Other Household Electronics | 63.64B | +116.21% | ||
| Technology | Other Household Electronics | 143B | -3.83% | ||
| Technology | Other Household Electronics | 24.42B | +118.17% | ||
| - | - | 45.6B | - | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 87.43B | +20.53% | ||
| Industrials | Other Electrical Components & Equipment | 41.95B | +8.02% | ||
| Technology | Other Software | 2.78B | +11.15% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 34B | -2.15% | ||
| Technology | Other Computer Hardware | 14.21B | -3.12% | ||
| Technology | E-commerce & Auction Services | 98.88B | -3.17% | ||
| Technology | Phones & Smart Phones | 93.44B | -30.08% | ||
| Technology | Security & Surveillance | 13.63B | +0.67% | ||
| Consumer Cyclical | Other Appliances, Tools & Housewares | 27.69B | -18.63% | ||
| Industrials | Other Electrical Components & Equipment | 196B | +27.69% | ||
| Industrials | Other Air Freight & Logistics | 5.5B | -8.81% | ||
| Technology | Other IT Services & Consulting | 26.46B | +20.60% | ||
| Technology | Other Semiconductors | 3.74B | +29.29% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 26.35B | -1.20% | ||
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 334B | -2.69% | ||
| Consumer Cyclical | Leisure Products Wholesale | 6.85B | -17.65% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 38.67B | +0.24% | ||
| Industrials | Other Electrical Components & Equipment | 163B | +31.69% | ||
| Technology | Other Semiconductors | 7.3B | +67.43% | ||
| Consumer Cyclical | Residential Builders - Single Homes | 16.97B | -12.68% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 64.35B | -17.62% | ||
| Consumer Cyclical | Other Broadcasting | 25.67B | +4.90% | ||
| - | - | 25.67B | - | ||
| Utilities | Other Electric Utilities | 176B | +4.91% | ||
| Services académiques et éducatifs | Professional & Business Education | 227M | +19.61% | ||
| Technology | Satellite Service Operators | 96.52B | -9.00% | ||
| Technology | Other Household Electronics | 2.61B | -16.57% | ||
| Technology | Other Software | 43.65B | -8.82% | ||
| Technology | Security & Surveillance | 5.44B | -7.81% | ||
| Consumer Cyclical | Household Appliances | 2.62B | -44.36% | ||
| Healthcare | Veterinary Drugs | 32.03B | -38.39% | ||
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,366B | -23.10% | ||
| Technology | Security & Surveillance | 3.02B | -43.42% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 756M | -43.07% | ||
| Technology | Security & Surveillance | 1.41B | -6.65% | ||
| - | - | 69.94B | - | ||
| Consumer Cyclical | Household Appliances | 54.87M | -55.71% | ||
| Industrials | Testing & Measuring Equipment | 8.74M | +20.00% | ||
| Technology | Other Household Electronics | 57.85M | +24.38% | ||
| Technology | Advanced Electronic Equipment | 1.72M | -50.91% | ||
| Technology | Electronic Component | 2.73B | -1.94% | ||
News of the components
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