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
1.03B -20.38%
Technology
Other Semiconductors
5.72B +43.06%
Technology
Integrated Circuits
9.37B -1.78%
Technology
Laptop & Desktop Computers
15.14B +95.49%
- - 77.03B -
Technology
Integrated Circuits
176B +148.60%
Technology
Electronic Component
485M -0.80%
Technology
Other IT Services & Consulting
211B -24.50%
Industrials
Other Electrical Components & Equipment
1.6B -11.19%
Technology
Other Communications & Networking
457B +50.58%
Industrials
Other Electrical Components & Equipment
39.62B +3.26%
Industrials
Other Electrical Components & Equipment
53.42B +23.39%
Industrials
Other Electrical Components & Equipment
187B +23.29%
Industrials
Other Electrical Components & Equipment
83.91B +12.88%
Technology
Other Communications & Networking
56.66B +44.83%
Technology
Other Semiconductors
179B +35.48%
Technology
Other Semiconductors
158B -13.70%
Technology
Other IT Services & Consulting
1.61B -1.93%
Industrials
Other Heavy Electrical Equipment
178B +34.28%
Technology
Other Communications & Networking
7.87B -4.26%
Industrials
Testing & Measuring Equipment
3.89B -22.97%
Technology
Other Semiconductors
57.79B +5.57%
Industrials
Heating, Ventilation & Air Conditioning Systems
88.84B +22.47%
Technology
Other Semiconductors
46.87B +103.54%
Technology
Other Semiconductors
39.47B +60.84%
Technology
Security & Surveillance
5.54B -5.33%
Technology
Phones & Smart Phones
4,508B +13.63%
Technology
Other Electronic Equipment & Parts
6.74B +39.05%
Industrials
Other Electrical Components & Equipment
93B +49.11%
Technology
Search Engines
4,358B +13.78%
Technology
Other Communications & Networking
4.85B +6.44%
Technology
Other Semiconductors
14.13B +51.53%
Consumer Cyclical
Internet & Mail Order Department Stores
2,929B +17.66%
Technology
Other Software
3.6B +38.72%
Healthcare
Other Medical Equipment, Supplies & Distribution
31.49B +25.73%
Technology
Other Semiconductors
3.77B +21.40%
Technology
Application Software
14.89B -21.24%
Technology
Broadcasting Equipment
4.27B -23.26%
Technology
Other Computer Hardware
419M +64.96%
Technology
Integrated Circuits
3.32B +19.05%
Technology
Other Software
2.71B +7.31%
Technology
Phones & Smart Phones
94.46B -26.77%
Technology
Other Semiconductors
31.76B +50.71%
Technology
Other Electronic Equipment & Parts
4.36B +7.32%
Technology
Memory Chips (RAM)
9.87B -0.94%
Technology
Other Communications & Networking
114M -31.55%
Technology
Other IT Services & Consulting
3.55B +122.59%
Technology
Other Electronic Equipment & Parts
14B +21.00%
Technology
Other IT Services & Consulting
2.99B -48.98%
Technology
Other Semiconductors
7.17B +66.41%
Technology
Other Communications & Networking
2.63B +61.05%
Technology
Other Semiconductors
455B +144.44%
Technology
Cloud Computing Services
99.02B +41.51%
Technology
Other Software
338M -1.72%
Technology
Security & Surveillance
5.19B -2.33%
Technology
RFID Systems
4.62B -13.02%
Technology
Satellite Service Operators
10.74B -
Technology
Security & Surveillance
1.6B +5.22%
Technology
Other IT Services & Consulting
158M -52.69%
Industrials
Other Aerospace & Defense
943M +22.93%
Technology
Other Semiconductors
1.95B +103.18%
Technology
Network Equipment
648M -1.51%
Technology
Integrated Hardware & Software
195M -50.74%
Technology
Other Communications & Networking
1.56B -.--%

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