Investment Themes
Developed in 2008 by the mysterious Satoshi Nakamoto, it primarily allows the storage and transmission of information via a complex cryptographic process. Cryptography is the art of encrypting information to make it unintelligible except to those who have the key to decode it. Its characteristics - immutability, scalability, interoperability, transparency and high level of security among others - have seduced over the years a large number of public and private actors. With Bitcoin spearheading the democratization of blockchain for many years, companies related in some way to digital assets have expanded greatly in recent times. The number of wallets holding digital currencies is steadily increasing and the adoption of crypto-assets internationally is growing. Although a global regulatory framework is yet to be established for the use of digital assets, blockchain, on the other hand, is gaining universal acceptance. Estimates of corporate adoption of this technology are exponential over the next few years. We are at the beginning of the use of blockchain in all spheres of the economy and the field of possibilities is now open by allowing to reimagine each sector under the prism of this technology. This thematic list highlights the most committed players and the companies that can take full advantage of this technological potential. The first companies involved that use blockchain are closely related to the IT, cryptocurrency mining, Internet of Things, online payment, video games or cloud computing sectors.
Our selection
| Technology | Miscellaneous Fintech Infrastructure | 4.65B | +36.14% | ||
| Industrials | Transaction & Payment Services | 664B | +0.42% | ||
| Technology | Internet Security & Transactions Services | 470B | -6.88% | ||
| Technology | Other Semiconductors | 4,770B | +5.59% | ||
| Industrials | Transaction & Payment Services | 40.27B | -21.81% | ||
| Financials | Other Consumer Lending | 22.77B | -32.20% | ||
| Technology | Security Software | 198B | +66.07% | ||
| Technology | E-commerce & Auction Services | 412M | +2.01% | ||
| Industrials | Transaction & Payment Services | 46.6B | +19.16% | ||
| Technology | Financial Technology (Fintech) (NEC) | 102B | -0.18% | ||
| Technology | Financial Technology (Fintech) (NEC) | 86.98M | +24.78% | ||
| - | - | 4.74B | - | ||
| - | - | 403M | - | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 43.08B | -27.70% | ||
| Technology | Enterprise Software | 34.23B | -35.93% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 1.28B | -32.71% | ||
| Technology | Cryptocurrency Mining | 583M | -12.70% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 83.11M | +147.83% | ||
| Technology | Cryptocurrency Mining | 8.01B | +67.09% | ||
| Technology | Cryptocurrency Mining | 850M | +27.40% | ||
| - | - | 10.89B | - | ||
| - | - | 2.68B | - | ||
| Technology | Cryptocurrency Mining | 4.59B | +34.19% | ||
| Technology | Cryptocurrency Mining | 3.2B | +23.32% | ||
| Technology | Integrated Hardware & Software | 568M | -47.38% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 199M | -61.30% | ||
| Technology | Other Software | 291M | +196.64% | ||
| Technology | Enterprise Software | 4.44M | +57.14% | ||
| Financials | Venture Capital | 51.23M | +17.89% | ||
| Industrials | Transaction & Payment Services | 43.97M | +6.18% | ||
| Technology | Financial Technology (Fintech) (NEC) | 826M | +5.46% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 2.97M | -.--% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 2.82M | -.--% | ||
| Technology | Cryptocurrency Mining | 1.64M | 0.00% | ||
| Technology | Processors | 58.16M | -17.99% | ||
| Technology | Other IT Services & Consulting | 356M | -21.02% | ||
| Financials | Brokerage Services | 16.56M | -25.90% | ||
| Technology | Integrated Circuits | 13.94M | -30.39% | ||
| Technology | Cryptocurrency Mining | 8.82M | -31.66% | ||
| Industrials | Transaction & Payment Services | 6.01M | -36.02% | ||
| Technology | Enterprise Software | 1.92M | -33.33% | ||
| Financials | Other Banks | 1.97M | -36.36% | ||
| Technology | Technology Consulting & Outsourcing Services | 160M | -40.66% | ||
| Technology | Other Software | 379K | -39.70% | ||
| - | - | 5.71M | - | ||
| Technology | Cryptocurrency Mining | 1.88M | -42.39% | ||
| Technology | Blockchain Technology (Software) | 13.66M | -45.41% | ||
| Technology | Financial Technology (Fintech) (NEC) | 6.91M | -48.28% | ||
| Industrials | Transaction & Payment Services | 2.24M | -50.00% | ||
| Technology | Blockchain Technology (Software) | 3.41M | -81.20% | ||
| - | - | 17.55M | - | ||
News of the components
| ░░░░ | ░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░ ░░░ ░░ ░░░░ ░░ ░░░░ ░░░ ░░░░ ░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░ ░░ ░░░░░ ░░ ░░░ ░░░░░░░░ ░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░ ░ ░░░░░░ ░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░ ░░░ ░░░░░ ░░░░░░░ ░░░ ░░ ░░░░░ ░░░░░░░ ░ ░░░ ░░ ░░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░ ░░░░░ ░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░ ░░░ ░░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░ ░░░░░░ ░░░░░░░░░░░ ░░░ ░░ ░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░░░░░░░░░ ░░░░ ░░ ░░░░░░░░ ░ ░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░ ░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░░░ ░░░ ░░░░░░ ░░ ░░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░ ░░ ░░ ░░░░░░░░░░ ░░░ ░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░ ░░ ░░░░░ ░░░░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- The actors of blockchain and cryptography
















