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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 | Other Computer Hardware | 153B | +92.99% | |
| Technology | TV & Video | 5.03B | +52.02% | |
| Technology | Other Phones & Handheld Devices | 1,163B | +130.19% | |
| Technology | Other Internet Services | 376B | -6.05% | |
| Technology | Other Communications & Networking | 456B | +48.45% | |
| Technology | Search Engines | 4,682B | +24.25% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,790B | +14.81% | |
| Technology | Other Computer Hardware | 14.82B | +0.34% | |
| Technology | Phones & Smart Phones | 4,391B | +11.18% | |
| Technology | Other Software | 3,101B | -12.94% | |
| Technology | Other Communications & Networking | 178B | +7.22% | |
| Technology | Other Software | 2.15B | -13.68% | |
| Consumer Cyclical | Games, Toys & Children Vehicles | 54.47B | -30.91% | |
| Technology | Home Audio | 1.76B | -14.46% | |
| Industrials | Other Electrical Components & Equipment | 50.72B | +9.45% | |
| Industrials | Other Electrical Components & Equipment | 44.13B | +18.82% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 30.14B | -12.87% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 25.83B | +7.64% | |
| Technology | E-commerce & Auction Services | 80.85B | -18.02% | |
| Technology | Other Household Electronics | 21.51B | +96.95% | |
| Technology | Other Communications & Networking | 3.97B | -9.47% | |
| Healthcare | Other Healthcare Facilities & Services | 3.28B | -30.23% | |
| - | - | 42.97B | - | |
| Technology | Other Household Electronics | 138B | -11.53% | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 82.62B | +15.03% | |
| Technology | Phones & Smart Phones | 101B | -23.31% | |
| Technology | Security & Surveillance | 4.06B | -17.63% | |
| Industrials | Other Air Freight & Logistics | 5.24B | -9.65% | |
| Technology | Other Semiconductors | 4.78B | +75.39% | |
| Technology | Security & Surveillance | 10.84B | -18.82% | |
| Consumer Cyclical | Other Appliances, Tools & Housewares | 26.99B | -19.97% | |
| Industrials | Other Electrical Components & Equipment | 167B | +12.64% | |
| Industrials | Other Electrical Components & Equipment | 144B | +19.21% | |
| Technology | Other Household Electronics | 2.61B | -21.38% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 24.91B | -1.38% | |
| Technology | Other Household Electronics | 49.19B | +65.55% | |
| Consumer Cyclical | Leisure Products Wholesale | 6.51B | -20.51% | |
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 301B | -9.74% | |
| Technology | Other IT Services & Consulting | 27.57B | +24.72% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 43.73B | +13.10% | |
| Healthcare | Veterinary Drugs | 33.09B | -36.65% | |
| Technology | Other Electronic Equipment & Parts | 11.77B | +0.27% | |
| Technology | Other Software | 44.1B | -7.58% | |
| - | - | 22.33B | - | |
| Consumer Cyclical | Other Broadcasting | 22.33B | -8.19% | |
| Technology | Application Software | 50.58B | -1.34% | |
| Technology | Other Semiconductors | 7.14B | +65.94% | |
| Consumer Cyclical | Residential Builders - Single Homes | 15.58B | -17.86% | |
| Utilities | Other Electric Utilities | 188B | +9.95% | |
| Technology | Satellite Service Operators | 88.59B | -16.76% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.38B | +5.22% | |
| Services académiques et éducatifs | Professional & Business Education | 241M | +31.35% | |
| Technology | Security & Surveillance | 5.38B | -13.51% | |
| Consumer Cyclical | Household Appliances | 2.64B | -42.46% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 138B | +11.43% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,518B | -7.22% | |
| Technology | Security & Surveillance | 1.39B | -6.72% | |
| Technology | Electronic Component | 2.57B | -6.81% | |
| Consumer Cyclical | Household Appliances | 64.18M | -47.15% | |
| Industrials | Testing & Measuring Equipment | 8.24M | -9.09% | |
| Technology | Advanced Electronic Equipment | 1.72M | -50.91% | |
| Technology | Other Household Electronics | 49.95M | +11.36% | |
News of the components
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