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Investment Themes
The connected house or smart house is no longer a far-fetched and inaccessible idea for the general public. For a few years now, it has been at the heart of real estate projects, construction, renovation or just improvement of our interiors.
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 | TV & Video | 5.49B | +71.00% | |
| Technology | Home Audio | 2.04B | -1.25% | |
| Technology | Other Computer Hardware | 373B | +358.18% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,831B | +12.44% | |
| Technology | Other Communications & Networking | 4.27B | -9.66% | |
| Technology | Other Communications & Networking | 273B | +60.94% | |
| Technology | Search Engines | 4,280B | +12.69% | |
| Technology | Other Communications & Networking | 467B | +49.73% | |
| Technology | Other Phones & Handheld Devices | 1,242B | +108.92% | |
| Technology | Other Software | 3,973B | +11.90% | |
| Technology | Other Internet Services | 293B | -24.69% | |
| Technology | Phones & Smart Phones | 4,913B | +25.42% | |
| - | - | 42.57B | - | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 31.74B | +29.46% | |
| Healthcare | Other Healthcare Facilities & Services | 4.65B | -2.39% | |
| Technology | Other Electronic Equipment & Parts | 18.32B | +59.84% | |
| Technology | Other Household Electronics | 141B | -5.22% | |
| Technology | Other Household Electronics | 25.17B | +100.98% | |
| Technology | Other Household Electronics | 65.64B | +119.97% | |
| Industrials | Other Electrical Components & Equipment | 168B | +12.96% | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 95.37B | +29.78% | |
| Industrials | Other Electrical Components & Equipment | 56.99B | +21.71% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 32.35B | -2.60% | |
| Technology | Other Software | 2.73B | +9.62% | |
| Industrials | Other Electrical Components & Equipment | 40.77B | +9.71% | |
| Technology | Other Computer Hardware | 14.13B | +1.42% | |
| Technology | E-commerce & Auction Services | 95.81B | -6.05% | |
| Technology | Phones & Smart Phones | 85.14B | -37.61% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 36.41B | -6.90% | |
| Technology | Security & Surveillance | 12.8B | -5.77% | |
| Technology | Other IT Services & Consulting | 27.43B | +24.59% | |
| Industrials | Other Air Freight & Logistics | 5.34B | -11.47% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 23.84B | -4.56% | |
| Consumer Cyclical | Other Appliances, Tools & Housewares | 27.03B | -19.55% | |
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 290B | -15.54% | |
| Consumer Cyclical | Leisure Products Wholesale | 5.8B | -30.62% | |
| Consumer Cyclical | Residential Builders - Single Homes | 15.72B | -21.16% | |
| Consumer Cyclical | Games, Toys & Children Vehicles | 59.31B | -23.11% | |
| Industrials | Other Electrical Components & Equipment | 167B | +33.96% | |
| Technology | Other Semiconductors | 7.41B | +69.63% | |
| Technology | Satellite Service Operators | 73.31B | -30.81% | |
| Services académiques et éducatifs | Professional & Business Education | 205M | +11.26% | |
| - | - | 23.37B | - | |
| Consumer Cyclical | Other Leisure & Recreation | 23.37B | -4.77% | |
| Utilities | Other Electric Utilities | 161B | -2.20% | |
| Technology | Other Software | 39.91B | -18.44% | |
| Consumer Cyclical | Household Appliances | 1.88B | -59.97% | |
| Technology | Security & Surveillance | 4.7B | -20.07% | |
| Technology | Other Household Electronics | 2.52B | -20.38% | |
| Healthcare | Veterinary Drugs | 30.91B | -39.87% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,511B | -15.94% | |
| Technology | Other Semiconductors | 4.69B | +61.31% | |
| Technology | Security & Surveillance | 2.59B | -52.65% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 808M | -38.35% | |
| - | - | 65.84B | - | |
| Technology | Security & Surveillance | 1.33B | -13.44% | |
| Consumer Cyclical | Household Appliances | 109M | -13.04% | |
| Technology | Other Household Electronics | 69.06M | +52.35% | |
| Technology | Electronic Component | 2.74B | +2.43% | |
| Industrials | Testing & Measuring Equipment | 6.44M | -9.09% | |
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