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

Technology
Network Equipment
2.35B +8.42%
Industrials
Other Construction & Engineering
2.54B +153.74%
Industrials
Other Construction & Engineering
10.48B +15.98%
Technology
Other Communications & Networking
4.09B +84.06%
Technology
Other Electronic Equipment & Parts
4.39B -10.90%
Technology
Other IT Services & Consulting
49.09B +107.11%
Industrials
Other Construction & Engineering
35.25B +133.33%
Technology
Other Internet Services
9.17B +74.34%
Industrials
Other Industrial Machinery & Equipment
8.01B +46.70%
Technology
Other Internet Services
190B +53.46%
Consumer Cyclical
Internet & Mail Order Department Stores
2,454B +3.42%
Technology
Other Electronic Equipment & Parts
18.4B +35.81%
Industrials
Other Industrial Machinery & Equipment
11.29B +59.76%
Industrials
Testing & Measuring Equipment
5.31B -16.38%
Technology
Other Semiconductors
83.89B -16.70%
Technology
Application Software
20.73B -5.14%
Technology
Other Semiconductors
46.15B +66.23%
Consumer Non-Cyclical
Other Personal Services
3.83B -4.81%
Technology
Security Software
64.64B -11.59%
Technology
Other Semiconductors
3.19B +5.43%
Industrials
Other Electrical Components & Equipment
17.38B +57.14%
Technology
Other Software
2.6B -14.00%
Technology
Other Software
3,591B +16.49%
Technology
Other Semiconductors
4,432B +38.17%
Industrials
Management Consulting Services
6.49B +27.97%
Technology
Internet Security & Transactions Services
490B +2.63%
- - 681M -
Consumer Non-Cyclical
Child Care & Family Services
5.83B -10.18%
Industrials
Transaction & Payment Services
58.27B -28.39%
Industrials
Other Electrical Components & Equipment
4.66B +17.84%
Basic Materials
Other Steel
36.49B +36.49%
Industrials
Other Industrial Machinery & Equipment
33.84B +19.22%
Technology
Semiconductor Testing Equipment & Service
31.44B +61.21%
Industrials
Commuting Services
1.28B +9.21%
Industrials
Other Electrical Components & Equipment
45.99B +10.54%
Industrials
Other Heavy Electrical Equipment
133B +20.81%
Technology
Other Communications & Networking
28.45B +151.07%
Technology
Other Electronic Equipment & Parts
6.46B +9.98%
Industrials
Heating, Ventilation & Air Conditioning Systems
89.01B +7.56%
Technology
Application Software
64.9B +1.97%
Technology
Other Communications & Networking
308B +33.21%
Technology
Security Software
2.54B +11.90%
Industrials
Industrial Machinery & Equipment Wholesale
47.64B +13.48%
Energy
Stationary Fuel Cells
848M +62.76%
Industrials
Other Electrical Components & Equipment
39.25B +39.09%
Technology
Security Software
139B +7.36%
Technology
Other Software
20.19B -20.19%
Technology
Enterprise Software
2.57B -15.48%
Technology
Integrated Circuits
5.77B -16.41%
Technology
Advanced Electronic Equipment
36.04B +30.50%
Technology
Other Electronic Equipment & Parts
84.69B -15.26%
Energy
Photovoltaic Solar Systems & Equipment
27.64B +45.19%
Technology
Other Communications & Networking
9.14B +85.14%
Technology
Wireless Telecom
20.24B +14.57%
Technology
Other Communications & Networking
31.93B +0.51%
Industrials
Other Environmental Services & Equipment
4.6B +20.91%
Industrials
Other Construction & Engineering
19.22B +53.15%
Technology
Other Communications & Networking
3.59B +57.36%
Industrials
Other Business Support Services
16.65B +4.82%
Industrials
Heating, Ventilation & Air Conditioning Systems
69.81B +45.67%
Technology
Other IT Services & Consulting
19.99B -20.09%
Industrials
Other Construction & Engineering
1.83B +5.43%
- - 37.19B -
Real Estate
Residential REITs
23.23B -15.55%
Industrials
Other Industrial Machinery & Equipment
111B +38.31%
Technology
Other IT Services & Consulting
1.69B +9.76%
Industrials
Other Construction & Engineering
22.77B -4.55%
Industrials
Waste Management, Disposal & Recycling Services
1.29B +34.30%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
15.77B +6.03%
Technology
Other Semiconductors
4.65B +12.12%
Utilities
Other Natural Gas Utilities
27.7B +19.96%
Industrials
Other Construction & Engineering
5.08B -16.13%
Industrials
Pump & Pumping Equipment
4.19B -4.04%
Real Estate
Mortgage REITs
674M +17.33%
Real Estate
Mortgage REITs
982M -6.67%
Technology
Other IT Services & Consulting
23.13B +21.26%
Industrials
Other Industrial Machinery & Equipment
10.4B +41.67%
Technology
Other IT Services & Consulting
8.48B -9.56%
Technology
Other IT Services & Consulting
3.91B -4.99%
Technology
Other Communications & Networking
62.36B -19.65%
Industrials
Other Electrical Components & Equipment
131B +3.47%
Utilities
Other Water Utilities
10.97B +14.03%
Technology
Enterprise Software
620B +32.35%
Industrials
Other Business Support Services
1.95B -14.54%
Technology
Other Wireless Telecommunications Services
179B +9.09%
Technology
Other IT Services & Consulting
12.01B -10.80%
Technology
Enterprise Software
19.87B +15.72%
Technology
Security & Surveillance
6.65B +16.21%
Utilities
Water Supply & Irrigation Systems
25.27B +3.19%
Industrials
Aerospace & Defense Electronics
7.1B -31.52%
Technology
Telecommunications Network Infrastructure
1.53B -28.75%
Technology
Other Integrated Telecommunications Services
176B +3.28%
Utilities
Other Water Utilities
11.11B +9.73%
Technology
Other Integrated Telecommunications Services
153B -6.16%
Technology
Other Communications & Networking
34B +23.48%
Technology
Other Wireless Telecommunications Services
234B -7.38%

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Smart City, investing in a megatrend