Investment Themes

The actors of blockchain and cryptography

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Investment Themes

We can consider it one of the least understood technologies of our digital age. Blockchain has been widely democratized by the rise of cryptocurrencies. Blockchain proposes to retain the original purpose of the internet, that of being a window to the world while preserving one's privacy in the age of self exposure.

Developed in 2008 by the mysterious Satoshi Nakamoto, it primarily allows the storage and transmission of information via a complex cryptographic process. Cryptography is the art of encrypting information to make it unintelligible except to those who have the key to decode it. Its characteristics - immutability, scalability, interoperability, transparency and high level of security among others - have seduced over the years a large number of public and private actors. With Bitcoin spearheading the democratization of blockchain for many years, companies related in some way to digital assets have expanded greatly in recent times. The number of wallets holding digital currencies is steadily increasing and the adoption of crypto-assets internationally is growing. Although a global regulatory framework is yet to be established for the use of digital assets, blockchain, on the other hand, is gaining universal acceptance. Estimates of corporate adoption of this technology are exponential over the next few years. We are at the beginning of the use of blockchain in all spheres of the economy and the field of possibilities is now open by allowing to reimagine each sector under the prism of this technology. This thematic list highlights the most committed players and the companies that can take full advantage of this technological potential. The first companies involved that use blockchain are closely related to the IT, cryptocurrency mining, Internet of Things, online payment, video games or cloud computing sectors.

Our selection

Technology
Miscellaneous Fintech Infrastructure
3.19B +23.04%
Technology
Internet Security & Transactions Services
655B +10.71%
Technology
Internet Security & Transactions Services
504B +5.50%
Technology
Other Semiconductors
4,181B +27.61%
Technology
Financial Technology (Fintech) (NEC)
91.11B +177.11%
Technology
Blockchain & Cryptocurrency (NEC)
101B +60.37%
Financials
Other Consumer Lending
23.64B +38.90%
Industrials
Transaction & Payment Services
70.97B -14.50%
Technology
Financial Technology (Fintech) (NEC)
812M +16.61%
Technology
Cryptocurrency Mining
576M -33.33%
Technology
Cryptocurrency Mining
3.53B +36.48%
Industrials
Transaction & Payment Services
42.14B -18.78%
Technology
Blockchain & Cryptocurrency (NEC)
1.43B +117.50%
Technology
Other IT Services & Consulting
117B +37.49%
Technology
Cryptocurrency Mining
4.49B +23.11%
Technology
Cryptocurrency Mining
6.84B +15.92%
Technology
E-commerce & Auction Services
405M +48.88%
Technology
Cryptocurrency Mining
395M -27.01%
Technology
Integrated Hardware & Software
1.65B -48.60%
Technology
Cryptocurrency Mining
1.26B +34.13%
- - 2.56B -
Technology
Enterprise Software
127B +57.41%
- - 4.02B -
Industrials
Transaction & Payment Services
14.08M +20.21%
Technology
Blockchain & Cryptocurrency (NEC)
450M -52.29%
Consumer Cyclical
Other Advertising & Marketing
605M +1,210.63%
- - 291M -
Technology
Other IT Services & Consulting
276M +122.61%
Industrials
Transaction & Payment Services
101M +111.60%
Technology
Blockchain & Cryptocurrency (NEC)
115M +98.60%
Technology
Cryptocurrency Mining
71.86M +73.81%
Financials
Venture Capital
40.54M +29.10%
Financials
Other Banks
1.75M +20.00%
Financials
Brokerage Services
22.28M +7.31%
Technology
Enterprise Software
5.03M +5.26%
Technology
Financial Technology (Fintech) (NEC)
46.06M +3.65%
Technology
Blockchain & Cryptocurrency (NEC)
3.5M -.--%
Technology
Blockchain & Cryptocurrency (NEC)
3.07M -.--%
Technology
Blockchain & Cryptocurrency (NEC)
46M -10.14%
Technology
Financial Technology (Fintech) (NEC)
8.91M -10.34%
Technology
Scientific & Super Computers
32.07M -14.34%
Technology
Blockchain Technology (Software)
11.25M -27.40%
Industrials
Transaction & Payment Services
8.61M -33.33%
Technology
Cryptocurrency Mining
4.14M -36.98%
Technology
Cryptocurrency Mining
4.64M -40.00%
- - 12.07M -
Technology
Other IT Services & Consulting
25.12M -46.37%
Technology
Processors
37.58M -47.92%
Technology
Enterprise Software
3.56M -50.00%
Technology
Cryptocurrency Mining
21.93M -52.97%
Technology
Other Software
2.75M -74.73%
Technology
Other Software
2.07M -88.35%
Healthcare
Medical Software & Technology Services
557K -
- - 36.37M -

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The actors of blockchain and cryptography