Investment Themes
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 | 57.53B | +54.86% | ||
| Technology | Other Software | 2.96B | +14.24% | ||
| Consumer Non-Cyclical | Other Personal Services | 4.83B | +19.15% | ||
| Technology | Application Software | 13.51B | -32.87% | ||
| Industrials | Other Construction & Engineering | 67.89B | +106.98% | ||
| Industrials | Testing & Measuring Equipment | 59.93B | +72.60% | ||
| Technology | Security Software | 5.21B | +140.93% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,555B | +2.89% | ||
| Technology | Other Communications & Networking | 462B | +52.32% | ||
| Technology | Other Semiconductors | 71.15B | +59.78% | ||
| Industrials | Other Electrical Components & Equipment | 27.64B | +67.64% | ||
| Technology | Application Software | 40.77B | -34.78% | ||
| Technology | Other Communications & Networking | 61.82B | +86.74% | ||
| Technology | Other Semiconductors | 4,957B | +9.73% | ||
| Technology | Security Software | 106B | +81.51% | ||
| Industrials | Management Consulting Services | 5.26B | -11.06% | ||
| Industrials | Other Industrial Machinery & Equipment | 8.55B | +9.21% | ||
| Technology | Semiconductor Testing Equipment & Service | 63.96B | +111.08% | ||
| Technology | Other Software | 2,815B | -21.65% | ||
| Technology | Other Electronic Equipment & Parts | 19.6B | +10.57% | ||
| Technology | Other Internet Services | 5.37B | -26.95% | ||
| Technology | Other Semiconductors | 253B | +240.72% | ||
| Technology | Internet Security & Transactions Services | 436B | -13.64% | ||
| Technology | Enterprise Software | 1.63B | +229.06% | ||
| Technology | Network Equipment | 4.03B | +85.17% | ||
| Technology | Other Electronic Equipment & Parts | 11.8B | +84.42% | ||
| Technology | Other IT Services & Consulting | 4.78B | +26.39% | ||
| Industrials | Other Industrial Machinery & Equipment | 18.6B | +81.70% | ||
| Technology | Other IT Services & Consulting | 31.89B | -25.18% | ||
| Industrials | Other Heavy Electrical Equipment | 195B | +46.98% | ||
| Industrials | Testing & Measuring Equipment | 5.28B | +72.67% | ||
| Industrials | Other Electrical Components & Equipment | 53.01B | +12.64% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 104B | +21.41% | ||
| Technology | Enterprise Software | 11.39B | -37.63% | ||
| Technology | Other Semiconductors | 2.89B | -7.00% | ||
| Technology | Other Semiconductors | 13.99B | +103.83% | ||
| Industrials | Other Industrial Machinery & Equipment | 11.78B | +17.61% | ||
| Technology | Other Electronic Equipment & Parts | 114B | +36.77% | ||
| Technology | Enterprise Software | 528B | -5.84% | ||
| Technology | Other Software | 2.24B | -11.35% | ||
| Technology | Enterprise Software | 2.98B | +23.06% | ||
| Technology | Other Internet Services | 144B | -13.22% | ||
| Technology | Security Software | 509M | +6.93% | ||
| Industrials | Pump & Pumping Equipment | 2.29B | +81.65% | ||
| Technology | Other IT Services & Consulting | 1.95B | +4.94% | ||
| Technology | Other IT Services & Consulting | 2.23B | -13.80% | ||
| Consumer Non-Cyclical | Child Care & Family Services | 3.37B | -36.87% | ||
| Technology | Other IT Services & Consulting | 13.92B | -26.42% | ||
| - | - | 35.28B | - | ||
| Utilities | Other Natural Gas Utilities | 28.32B | +1.20% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 87.62B | +19.93% | ||
| Industrials | Transaction & Payment Services | 37.12B | -27.92% | ||
| Industrials | Other Electrical Components & Equipment | 43.93B | +17.41% | ||
| Industrials | Other Industrial Machinery & Equipment | 26.22B | -19.01% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 51.52B | +11.84% | ||
| Industrials | Other Electrical Components & Equipment | 5.14B | +14.90% | ||
| Industrials | Other Industrial Machinery & Equipment | 119B | +7.62% | ||
| Industrials | Other Industrial Machinery & Equipment | 11.86B | -29.53% | ||
| Technology | Other Software | 12.13B | -36.62% | ||
| Energy | Stationary Fuel Cells | 1.27B | +68.57% | ||
| Technology | Other IT Services & Consulting | 5.83B | -31.75% | ||
| Technology | Other Semiconductors | 67.13B | +196.48% | ||
| Technology | Other Electronic Equipment & Parts | 3.51B | -14.65% | ||
| Technology | Other IT Services & Consulting | 247B | -11.43% | ||
| Industrials | Testing & Measuring Equipment | 3.93B | -22.80% | ||
| Technology | Other Communications & Networking | 7.39B | -10.14% | ||
| Technology | Integrated Circuits | 3.95B | -27.62% | ||
| Technology | Other IT Services & Consulting | 864M | -9.01% | ||
| Industrials | Other Construction & Engineering | 2.68B | +38.72% | ||
| Technology | Other Wireless Telecommunications Services | 34.05B | +10.64% | ||
| Industrials | Other Construction & Engineering | 22.52B | +13.33% | ||
| Industrials | Other Environmental Services & Equipment | 6.4B | +50.24% | ||
| Industrials | Other Electrical Components & Equipment | 51.04B | +17.89% | ||
| Industrials | Elevator & Conveying Equipment | 29.68B | -18.86% | ||
| Industrials | Other Construction & Engineering | 9.35B | -8.69% | ||
| Consumer Cyclical | Flooring & Interior Tile Manufacturers | 18.17B | +15.64% | ||
| Industrials | Civil Engineers & Architects | 5.08B | -12.92% | ||
| Technology | Mobile Application Software | 762M | +59.91% | ||
| Technology | Other Communications & Networking | 78.28B | +118.59% | ||
| Utilities | Other Water Utilities | 12.91B | +8.38% | ||
| Technology | Other Communications & Networking | 66.51B | +4.53% | ||
| Technology | Other Communications & Networking | 2.39B | -29.08% | ||
| Industrials | Aerospace & Defense Electronics | 5.86B | -11.29% | ||
| Utilities | Water Supply & Irrigation Systems | 24.49B | -3.90% | ||
| Utilities | Other Water Utilities | 11.71B | +2.91% | ||
| - | - | 1.22B | - | ||
| Technology | Other Communications & Networking | 38.8B | +21.96% | ||
News of the components
| ░░░░ | ░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░░░ ░░░░░░░░░░ ░░░ ░░ ░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░░ ░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░ ░░░ ░░░ ░░ ░░░ ░░░░ ░░░░ ░░░░ ░░░ ░░░░░ ░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░ ░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░ ░░ ░░░ ░░░░░ ░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░ ░ ░░░ ░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░ ░ ░░ ░░░░░░ ░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░ ░░░░ ░░ ░░░░ ░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░ ░░░ ░ ░░░░ ░ ░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Smart City, investing in a megatrend
















