Investment Themes

The Internet of Things

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Investment Themes

The Internet of Things (IoT) refers to the interconnection between the Internet and communicating objects, places and physical environments with a unique digital identity. Its infrastructures enable a bridge between the virtual world and physical objects through information and communication technologies.

The IoT (for "Internet of Things") is progressively built halfway between the physical web, the social web (seen as a space of socialization) and the semantic web (whose data are structured and easily interpretable by machines). The communication between our physical goods and their digital existences allows to generate new information. Connected objects produce large amounts of data whose storage and processing are part of what is known as Big Data. Interoperability, which consists in modifying the behavior of an object according to that of other objects, is one of the main characteristics of the Internet of Things. Data then passes through communication channels (Wifi, Bluetooth, RFID chip, fiber optics, 5G, etc.) to send instructions to connected objects. These can be everyday objects that are ubiquitous in our homes (television, washing machine, refrigerator, electric garage door, heating system, etc.), or more complex devices or systems such as vehicles (autonomous cars, airplanes) or even entire cities by allowing the management of lighting, wastewater and road traffic. Applications are possible in many fields to improve the efficiency, quality, safety and speed of solutions. A farmer in Michigan can now know the humidity level in his corn field in real time from his smartphone without even getting out of bed, while at the same time a bus driver in Paris sees the light in his lane turn green by simply detecting his vehicle. Virtually all domestic and industrial uses are concerned. In logistics, it can be sensors used to track goods for inventory management. In home automation, household appliances, sensors, smart meters and communicating security systems exchange information to trigger their owners' decisions. The machine is then at the service of mankind to offer them more comfort in life and productivity. We believe that this technological evolution is still in its infancy. That's why we've created this list of listed companies that stand to benefit from the widespread adoption of the Internet of Things. We find companies involved in 5G telecom and fiber optic infrastructure, semiconductor and sensor manufacturing, integrated solutions for smart homes and cars, and industrial internet applications.

Our selection

Technology
Other Software
1.46B +14.69%
Technology
Integrated Circuits
8.5B -10.90%
Technology
Laptop & Desktop Computers
9.34B +18.92%
Technology
Integrated Circuits
81.45B +13.29%
Technology
Other Semiconductors
7.43B +82.66%
Technology
Other Office Equipment
321M +17.53%
Technology
Electronic Component
470M -4.38%
Technology
Other IT Services & Consulting
223B -19.71%
Technology
Other Communications & Networking
325B +6.91%
Technology
Other Semiconductors
171B +29.06%
Technology
Other Communications & Networking
50.35B +28.95%
Industrials
Other Electrical Components & Equipment
45.05B +17.76%
Industrials
Other Electrical Components & Equipment
171B +13.62%
Industrials
Other Electrical Components & Equipment
45.82B +4.81%
Consumer Non-Cyclical
Consumer Goods Conglomerates
148B +19.76%
Technology
Other Communications & Networking
9.04B +10.54%
Technology
Other IT Services & Consulting
1.46B -10.61%
Industrials
Other Electrical Components & Equipment
81.19B +8.85%
Technology
Other Semiconductors
140B -23.27%
Industrials
Other Heavy Electrical Equipment
165B +22.22%
Industrials
Testing & Measuring Equipment
4.7B -7.69%
Industrials
Heating, Ventilation & Air Conditioning Systems
87.42B +19.27%
Technology
Other Semiconductors
52.56B -4.17%
Technology
Security & Surveillance
5.58B -14.87%
Technology
Other Semiconductors
35.21B +53.68%
Technology
Other Semiconductors
28.73B +27.69%
Technology
Phones & Smart Phones
3,805B -4.66%
Technology
Other Electronic Equipment & Parts
5.68B +17.12%
Industrials
Other Electrical Components & Equipment
115B +85.15%
Technology
Search Engines
3,875B +2.65%
Industrials
Other Electrical Components & Equipment
1.95B +6.03%
Technology
Other Semiconductors
6.97B +61.68%
Technology
Other Semiconductors
11.76B +26.58%
Consumer Cyclical
Internet & Mail Order Department Stores
2,580B +3.93%
Technology
Other Software
2.16B -14.92%
Technology
Other Electronic Equipment & Parts
4.19B +1.73%
Healthcare
Other Medical Equipment, Supplies & Distribution
24.29B -4.90%
Technology
Phones & Smart Phones
101B -21.42%
Technology
Other Semiconductors
2.38B -23.35%
Technology
Application Software
15.97B -22.96%
Technology
Other Communications & Networking
226M +35.44%
Technology
Memory Chips (RAM)
12.24B +23.15%
Technology
Other Communications & Networking
5.05B +11.75%
Technology
Broadcasting Equipment
4.56B -2.97%
Technology
Other Semiconductors
27.93B +31.15%
Technology
Integrated Circuits
3.44B +27.08%
Technology
Security & Surveillance
5.78B +8.86%
Technology
Other Software
1.99B -26.01%
Technology
Other IT Services & Consulting
3.7B +139.39%
Technology
Other Electronic Equipment & Parts
10.93B -6.89%
Technology
Other Software
328M -7.62%
Technology
Other IT Services & Consulting
2.95B -50.79%
Technology
Other Communications & Networking
2.07B +27.33%
Technology
Cloud Computing Services
64.77B -6.66%
Technology
Other Semiconductors
327B +76.64%
Technology
Satellite Service Operators
9.37B -
Technology
Integrated Hardware & Software
275M -29.21%
Technology
Other IT Services & Consulting
235M -29.59%
Technology
RFID Systems
3.17B -39.83%
Industrials
Other Aerospace & Defense
1.29B +85.55%
Technology
Other Semiconductors
1.3B +35.67%
Consumer Cyclical
Other Computer & Electronics Retailers
1.47B -1.93%
Technology
Other Wireless Telecommunications Services
161M +117.06%
Technology
Network Equipment
663M -3.79%
Technology
Other Communications & Networking
1.56B -.--%

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  1. Stock Market
  2. Investment Themes
  3. The Internet of Things