Investment Themes
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 | - | ||
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- Investment Themes
- The rise of 5G technology
















