Investment Themes

The rise of 5G technology

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

Investment Themes

The 5G craze is primarily based on the need for a versatile network standard capable of meeting the needs of enhanced mobile broadband connectivity, massive IoT and mission-critical communications. The growth in the number of mobile users, the increase in mobile data traffic and the emergence of new data-hungry technologies have driven demand for higher transmission speeds and improved accessibility. Enhanced cellular networks are also needed to support emerging technologies such as autonomous driving and industrial automation, which require more reliable networks.

Rapid growth in mobile data traffic (30% CAGR to 2026) is driven by increased consumption of data-intensive content. This creates an imperative need for cellular networks offering superior data rates, efficiency and capacity. This is why improved capacity is a key differentiator between 5G and 4G LTE. While LTE can deliver hundreds of Mbps, 5G is expected to offer Gbps speeds thanks to increased spectral capacity and the use of millimeter waves. 5G is also attractive for fixed wireless access (FWA) networks, which can complement or replace fiber-to-the-home connections.

5G is not only faster than 4G, it also offers more secure connectivity thanks to 256-bit encryption, enhancing the security of corporate data compared to 4G with 128-bit encryption. It's also more secure than unsecured public Wi-Fi networks, which can expose businesses to cyberattacks such as ransomware and hacking.

5G enables increased bandwidth, reducing delays when employees transfer or download files. Bandwidth, as distinct from speed, measures the amount of information that can be sent or received simultaneously, and is particularly useful for professions dealing with large volumes of data, such as architects or engineers using CAD, data modeling or 3D visualization files.

The benefits of improved network technology are not limited to the telecoms sector. Enhanced connectivity is also needed for emerging technologies requiring higher transmission speeds, reduced latency and reliable connections to support data-intensive transmissions and mission-critical applications, such as autonomous driving, massive connections with the Internet of Things (IoT), industrial automation (Industry 4.0) and virtual and augmented reality (AR/VR).

The first commercial deployments of 5G networks took place at the end of 2018. Deploying new mobile communications networks requires significant investment, and 5G is already transforming many industries today, offering substantial growth opportunities for leading technology companies.

This thematic list features most of the listed companies - from start-ups to well-established multinationals - that are benefiting from the global adoption of 5G.

Our selection

Consumer Cyclical
Internet & Mail Order Department Stores
2,645B +7.32%
Technology
Other Semiconductors
70.58B -1.91%
Technology
Search Engines
3,968B +5.29%
Technology
Other Communications & Networking
32.48B -2.58%
Technology
Other Semiconductors
1,636B +1.02%
Technology
Other Semiconductors
147B +8.74%
Technology
Semiconductor Testing Equipment & Service
184B +16.46%
Technology
Other Semiconductors
4,492B -0.66%
Technology
Other Semiconductors
331B -2.68%
Technology
Other Communications & Networking
155B -6.48%
Technology
Other Integrated Telecommunications Services
228B -0.67%
Technology
Electronic Component
30.4B -3.02%
Technology
Other Communications & Networking
292B -4.51%
Technology
Phones & Smart Phones
3,812B -4.23%
Technology
Other Communications & Networking
24.92B -9.62%
Technology
Other Communications & Networking
7.96B -1.38%
Technology
Wireless Telecom
19.73B -2.10%
Technology
Other Communications & Networking
31.47B -4.35%
Technology
Other Communications & Networking
3.43B -1.75%
Technology
Other Semiconductors
7.56B -4.68%
Technology
Display Screens
73.07B -0.81%
Technology
Other IT Services & Consulting
15.64B +5.39%
Financials
Investment Management
2.81B +0.16%
Technology
Other Wireless Telecommunications Services
170B -4.47%
Technology
Other IT Services & Consulting
12.68B +6.42%
Technology
Other IT Services & Consulting
9.01B +3.94%
Technology
Other Semiconductors
189B +0.35%
Real Estate
Other Specialized REITs
54.46B +1.40%
Technology
Other Semiconductors
11.6B +11.72%
Technology
Other Integrated Telecommunications Services
22.16B +0.79%
Technology
Other Integrated Telecommunications Services
171B -2.11%
Real Estate
Other Specialized REITs
78.58B -0.88%
Technology
Other Wireless Telecommunications Services
224B -1.79%
Technology
Other Semiconductors
60.69B +10.38%
Technology
Other Communications & Networking
36.44B +0.18%
Technology
Other Computer Hardware
29.59B -7.43%
Technology
Other Communications & Networking
59.55M -0.40%
Technology
Other Semiconductors
227B +21.17%
Industrials
Other Electrical Components & Equipment
528M +3.99%
Industrials
Other Electrical Components & Equipment
230B +7.94%
Technology
Integrated Circuits
8.95B -7.36%
Real Estate
Other Specialized REITs
19.31B -4.47%
Technology
Other Integrated Telecommunications Services
27.25B -0.07%
Technology
Telecommunications Network Infrastructure
40.32M +1.77%
Technology
Advanced Electronic Equipment
35.62B +1.63%
Technology
Other Semiconductors
616M +6.88%
Technology
Other Communications & Networking
1.54B -4.89%
Real Estate
Other Specialized REITs
78.89B -3.32%
Technology
Satellite Service Operators
2.97B +7.91%
Real Estate
Other Specialized REITs
36.44B -5.26%
Technology
Other Semiconductors
136M -3.66%
Technology
Other Communications & Networking
488M -4.17%
Technology
Electronic Component
3.21B +6.30%
Technology
Other Integrated Telecommunications Services
892M +19.70%
Technology
Other Communications & Networking
162M +2.74%
Technology
Other IT Services & Consulting
169M +15.22%
Technology
Enterprise Software
24.23M +15.56%
Technology
Other Semiconductors
4.99M +19.70%
- - 585 -

News of the components

░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░ ░░ ░░░░░░ ░░░░░░░░ ░░░░░░ ░░ ░░ ░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░ ░░░ ░░░░ ░░░░░░ ░ ░░░░░░░░ ░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░ ░░ ░░░░ ░░░ ░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░ ░░░░ ░░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░ ░░░ ░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░ ░░░░ ░ ░░░ ░░░░░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░ ░ ░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░ ░░ ░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░ ░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░ ░░░ ░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░ ░░░░░ ░░ ░░ ░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░ ░░░░░ ░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░ ░░░ ░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░

Heatmap

Calendar of the components

░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The rise of 5G technology