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
1.08B -18.25%
Technology
Integrated Circuits
13.74B +39.11%
Technology
Laptop & Desktop Computers
18.67B +139.58%
Technology
Other Semiconductors
6.34B +64.45%
- - 65.44B -
Technology
Integrated Circuits
225B +229.37%
Technology
Electronic Component
487M -3.05%
Technology
Other IT Services & Consulting
224B -22.42%
Industrials
Other Electrical Components & Equipment
41.02B +6.72%
Industrials
Other Electrical Components & Equipment
185B +21.65%
Technology
Other IT Services & Consulting
1.45B -9.91%
Industrials
Other Electrical Components & Equipment
1.63B -8.85%
Technology
Other Communications & Networking
435B +40.69%
Technology
Other Communications & Networking
53.1B +33.85%
Technology
Other Semiconductors
176B +36.35%
Technology
Other Semiconductors
202B +3.62%
Industrials
Other Electrical Components & Equipment
45.54B +5.27%
Industrials
Other Electrical Components & Equipment
82.22B +12.06%
Industrials
Other Heavy Electrical Equipment
175B +35.12%
Industrials
Heating, Ventilation & Air Conditioning Systems
85.45B +18.00%
Technology
Other Communications & Networking
8.31B +1.95%
Industrials
Testing & Measuring Equipment
3.7B -23.78%
Technology
Other Semiconductors
57.48B +3.94%
Technology
Security & Surveillance
5.11B -14.06%
Technology
Other Semiconductors
43.47B +93.65%
Technology
Phones & Smart Phones
4,918B +23.07%
Technology
Other Semiconductors
37.16B +54.63%
Technology
Other Electronic Equipment & Parts
6.15B +25.79%
Industrials
Other Electrical Components & Equipment
92.97B +52.22%
Technology
Search Engines
4,228B +11.67%
Technology
Other Communications & Networking
4.37B -3.88%
Technology
Other Semiconductors
18B +71.28%
Consumer Cyclical
Internet & Mail Order Department Stores
2,709B +9.98%
Technology
Other Software
3.97B +50.66%
Healthcare
Other Medical Equipment, Supplies & Distribution
33.18B +34.04%
Technology
Other Semiconductors
2.95B -7.24%
Technology
Application Software
14.59B -22.52%
Technology
Broadcasting Equipment
4.22B -25.77%
Technology
Cloud Computing Services
119B +62.57%
Technology
Other Electronic Equipment & Parts
16.46B +42.04%
Technology
Integrated Circuits
3.75B +33.16%
Technology
Other Semiconductors
26.59B +27.11%
Technology
Other Software
2.66B +5.63%
Technology
Phones & Smart Phones
85.75B -32.82%
Technology
Other Communications & Networking
2.76B +65.18%
Technology
Other Electronic Equipment & Parts
4B -1.69%
Technology
Memory Chips (RAM)
9.31B -6.25%
Technology
Other IT Services & Consulting
3.91B +131.83%
Technology
Other IT Services & Consulting
2.82B -53.77%
Technology
Other Semiconductors
7.33B +68.33%
Technology
Other Semiconductors
572B +189.97%
Consumer Cyclical
Lighting Fixtures
110M +76.20%
Technology
Other Computer Hardware
983M +286.43%
Technology
RFID Systems
5.49B +4.68%
Technology
Satellite Service Operators
10.69B -
Technology
Security & Surveillance
2.81B -47.61%
Technology
Other IT Services & Consulting
155M -54.59%
Technology
Other Semiconductors
2.02B +118.85%
Industrials
Other Aerospace & Defense
931M +13.07%
Technology
Security & Surveillance
1.44B -5.22%
Technology
Network Equipment
622M -12.76%
Technology
Integrated Hardware & Software
222M -42.57%
Utilities
Other Electric Utilities
119M +65.12%
Technology
Other Communications & Networking
1.56B -.--%

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