Investment Themes
With the evolution of the smart home beginning to influence all areas of our daily lives, it is already changing the way we shop, work, communicate and entertain ourselves. It's making your home more secure, saving you energy and improving your comfort, while saving you time. A new intelligent ecosystem is already starting to develop in our homes.
This thematic list allows investors to invest in the connected home megatrend. We are talking about systems for improving security (setting the alarm at a fixed time, closing the shutters remotely, turning on presence detectors, controlling video surveillance), communication (turning on the TV remotely, play music or receive at fixed times certain data necessary for medical monitoring via a computer), energy management (management and storage of renewable energy, thermostat adjustment, etc.) but also interactions between connected objects (smartphone, refrigerator, connected watches, home cinema, etc.).
Our selection
| Technology | Home Audio | 2B | -3.82% | ||
| Technology | TV & Video | 5.23B | +52.70% | ||
| Technology | Other Computer Hardware | 213B | +165.63% | ||
| Technology | Other Communications & Networking | 234B | +41.20% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,929B | +17.35% | ||
| Technology | Other Phones & Handheld Devices | 948B | +65.89% | ||
| Technology | Other Communications & Networking | 386B | +27.42% | ||
| Technology | Other Software | 3,959B | +10.24% | ||
| Technology | Other Internet Services | 260B | -32.53% | ||
| Technology | Search Engines | 3,519B | -8.19% | ||
| Technology | Other Household Electronics | 46.57B | +60.56% | ||
| Technology | Other Electronic Equipment & Parts | 15.13B | +32.35% | ||
| - | - | 50.24B | - | ||
| Industrials | Other Electrical Components & Equipment | 39.63B | +6.56% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 29.81B | +20.42% | ||
| Technology | E-commerce & Auction Services | 75.55B | -26.02% | ||
| Technology | Phones & Smart Phones | 5,065B | +28.19% | ||
| Technology | Other Communications & Networking | 4.1B | -10.00% | ||
| Healthcare | Other Healthcare Facilities & Services | 4.74B | -0.66% | ||
| Technology | Other Household Electronics | 156B | +4.50% | ||
| Technology | Other Computer Hardware | 13.35B | -1.67% | ||
| Industrials | Other Electrical Components & Equipment | 154B | +0.19% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 32.93B | -2.81% | ||
| Industrials | Other Electrical Components & Equipment | 54.65B | +16.07% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 85.48B | +17.85% | ||
| Technology | Other Household Electronics | 17.59B | +52.34% | ||
| Technology | Other Software | 3.23B | +29.09% | ||
| Technology | Other IT Services & Consulting | 27.91B | +28.06% | ||
| Technology | Security & Surveillance | 15.98B | +19.01% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 38.05B | -1.36% | ||
| Technology | Phones & Smart Phones | 100B | -22.29% | ||
| Services académiques et éducatifs | Professional & Business Education | 168M | -11.62% | ||
| Industrials | Other Air Freight & Logistics | 6.25B | +5.09% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 29.5B | +16.44% | ||
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 350B | +2.01% | ||
| Consumer Cyclical | Other Appliances, Tools & Housewares | 28.03B | -17.71% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 61.36B | -21.08% | ||
| Industrials | Other Electrical Components & Equipment | 138B | +11.21% | ||
| Technology | Other Semiconductors | 7.39B | +69.56% | ||
| Consumer Cyclical | Leisure Products Wholesale | 7.77B | -4.90% | ||
| Technology | Satellite Service Operators | 87.89B | -17.20% | ||
| Consumer Cyclical | Residential Builders - Single Homes | 15.97B | -17.23% | ||
| Utilities | Other Electric Utilities | 181B | +7.46% | ||
| - | - | 27.18B | - | ||
| Consumer Cyclical | Other Leisure & Recreation | 27.18B | +10.59% | ||
| Technology | Other Software | 42.06B | -12.26% | ||
| Technology | Security & Surveillance | 7.23B | +22.68% | ||
| Technology | Other Household Electronics | 2.2B | -34.35% | ||
| Healthcare | Veterinary Drugs | 33.5B | -34.46% | ||
| Consumer Cyclical | Household Appliances | 1.99B | -57.98% | ||
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,501B | -15.55% | ||
| Technology | Other Semiconductors | 4.68B | +59.01% | ||
| - | - | 72.43B | - | ||
| Technology | Security & Surveillance | 2.95B | -44.62% | ||
| Technology | Security & Surveillance | 1.32B | -11.94% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.03B | -22.49% | ||
| Consumer Cyclical | Household Appliances | 96.94M | -20.11% | ||
| Technology | Other Household Electronics | 69.45M | +49.31% | ||
| Industrials | Testing & Measuring Equipment | 6.51M | -8.48% | ||
| Technology | Electronic Component | 2.36B | -10.53% | ||
News of the components
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