Investment Themes

Smart City, investing in a megatrend

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Investment Themes

The path of modernity opens the way to a more connected, safer and more ecological city. The smart city aims to improve the quality of life of city dwellers by making urban spaces more adaptive and efficient on a daily basis.

To achieve this, urban development relies on an ecosystem of intelligent objects and services thanks to new technologies. This management method covers all aspects of a city, starting with public and private infrastructures (buildings, street furniture, home automation), networks (water, gas, electricity, telecoms, waste management), transport (soft mobility, public transport, roads, intelligent cars) and e-services. The smart city market has been growing rapidly for several years. While the rural exodus is accelerating, urbanization is in full swing. According to UN estimates, two out of three people will be living in cities by 2030. The need to reorganize urban spaces is closely linked to the migration, climate and technological challenges of our century. This thematic list identifies the main actors of tomorrow's smart cities. Regularly updated, this list includes about 100 companies with sufficient capitalization and liquidity and solid fundamentals.

Our selection

Basic Materials
Other Steel
38.44B +3.46%
Consumer Non-Cyclical
Other Personal Services
4.7B +15.43%
Industrials
Other Construction & Engineering
44.92B +37.05%
Industrials
Other Construction & Engineering
2.85B +13.68%
Technology
Other Internet Services
5.27B -31.60%
Industrials
Other Industrial Machinery & Equipment
9.16B +2.67%
Technology
Other IT Services & Consulting
37.66B -17.83%
Technology
Other Semiconductors
50.26B +12.89%
Technology
Other Software
3,037B -15.44%
Technology
Application Software
55.07B -11.83%
Technology
Semiconductor Testing Equipment & Service
42.75B +41.07%
Technology
Other Semiconductors
78.03B +5.40%
Technology
Other Electronic Equipment & Parts
19.53B +9.16%
Technology
Other Semiconductors
4,320B -4.65%
Technology
Other Semiconductors
2.25B -26.07%
Technology
Internet Security & Transactions Services
466B -8.50%
Technology
Other Communications & Networking
41.6B +25.78%
Technology
Network Equipment
1.88B -16.04%
Technology
Security Software
61.91B +5.36%
Energy
Stationary Fuel Cells
607M -21.43%
Technology
Other Software
2.48B -2.16%
Industrials
Other Electrical Components & Equipment
17.15B +3.97%
Technology
Application Software
19.36B -6.60%
Industrials
Management Consulting Services
4.59B -28.54%
Technology
Enterprise Software
16.39B -10.56%
Consumer Cyclical
Internet & Mail Order Department Stores
2,289B -7.63%
Technology
Security Software
2.02B -9.85%
Technology
Other Internet Services
155B -8.05%
Technology
Other Semiconductors
6.68B +55.09%
Industrials
Other Industrial Machinery & Equipment
10.21B +2.28%
Technology
Other Communications & Networking
311B +2.09%
Industrials
Other Electrical Components & Equipment
4.6B -4.53%
Industrials
Other Industrial Machinery & Equipment
117B +5.09%
Consumer Non-Cyclical
Child Care & Family Services
4.26B -23.75%
Industrials
Other Heavy Electrical Equipment
155B +12.16%
Industrials
Other Industrial Machinery & Equipment
15.02B +26.44%
Industrials
Other Electrical Components & Equipment
41.7B +8.09%
Industrials
Other Electrical Components & Equipment
50.83B +8.12%
Technology
Other Electronic Equipment & Parts
4.1B -1.73%
Technology
Enterprise Software
440B -21.52%
Industrials
Heating, Ventilation & Air Conditioning Systems
93.65B +8.72%
Industrials
Other Industrial Machinery & Equipment
29.94B -9.57%
Technology
Other Electronic Equipment & Parts
95.01B +1.15%
Industrials
Testing & Measuring Equipment
4.34B -14.66%
Technology
Security Software
135B -10.40%
Technology
Integrated Circuits
4.57B -16.91%
Technology
Other Communications & Networking
6.45B +56.45%
Industrials
Other Business Support Services
16.07B +3.27%
Technology
Enterprise Software
3.53B +45.50%
Industrials
Other Environmental Services & Equipment
5.65B +17.22%
Technology
Other IT Services & Consulting
243B -12.61%
Technology
Advanced Electronic Equipment
46.72B +34.08%
Technology
Other IT Services & Consulting
16.15B -18.43%
Technology
Other Electronic Equipment & Parts
7.59B +19.52%
Industrials
Civil Engineers & Architects
5.53B -6.43%
Industrials
Other Construction & Engineering
21.83B +10.26%
Technology
Other Semiconductors
27.98B +20.97%
Industrials
Building Contractors
8.2B +17.94%
Industrials
Heating, Ventilation & Air Conditioning Systems
81.04B +10.56%
Technology
Other Communications & Networking
37.32B +13.69%
Utilities
Other Natural Gas Utilities
30.61B +10.39%
Industrials
Industrial Machinery & Equipment Wholesale
53.35B +15.77%
Technology
Wireless Telecom
21.75B +5.58%
Technology
Enterprise Software
519M +7.12%
Technology
Other Communications & Networking
9.17B +12.15%
Technology
Other Software
16.1B -17.48%
Technology
Other IT Services & Consulting
3.07B -17.64%
Industrials
Other Industrial Machinery & Equipment
15.05B -11.49%
- - 37.33B -
Industrials
Other Electrical Components & Equipment
135B +9.18%
Industrials
Other Construction & Engineering
11.67B +9.04%
Industrials
Transaction & Payment Services
43.24B -19.54%
Real Estate
Mortgage REITs
1.13B +9.25%
Technology
Other IT Services & Consulting
7.5B -13.41%
Industrials
Commuting Services
1.28B -7.87%
Industrials
Other Construction & Engineering
2.27B +13.87%
Industrials
Other Construction & Engineering
10.3B -5.05%
Technology
Other IT Services & Consulting
1.67B -8.87%
Technology
Other Communications & Networking
76.33B +20.20%
Industrials
Other Electrical Components & Equipment
41.55B -4.95%
Real Estate
Residential REITs
3.09B -0.99%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
16.06B +3.98%
Industrials
Aerospace & Defense Electronics
6.98B +5.49%
Utilities
Other Water Utilities
12.22B +12.06%
- - 774M -
Technology
Other Wireless Telecommunications Services
33.54B +9.53%
Utilities
Other Water Utilities
12.6B +12.08%
Utilities
Water Supply & Irrigation Systems
26.84B +5.36%
Technology
Security & Surveillance
5.32B -18.84%
Technology
Other Integrated Telecommunications Services
184B +18.80%
Technology
Other Communications & Networking
43.57B +20.32%

News of the components

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