Investment Themes

The Internet of Things

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Investment Themes

The Internet of Things (IoT) refers to the interconnection between the Internet and communicating objects, places and physical environments with a unique digital identity. Its infrastructures enable a bridge between the virtual world and physical objects through information and communication technologies.

The IoT (for "Internet of Things") is progressively built halfway between the physical web, the social web (seen as a space of socialization) and the semantic web (whose data are structured and easily interpretable by machines). The communication between our physical goods and their digital existences allows to generate new information. Connected objects produce large amounts of data whose storage and processing are part of what is known as Big Data. Interoperability, which consists in modifying the behavior of an object according to that of other objects, is one of the main characteristics of the Internet of Things. Data then passes through communication channels (Wifi, Bluetooth, RFID chip, fiber optics, 5G, etc.) to send instructions to connected objects. These can be everyday objects that are ubiquitous in our homes (television, washing machine, refrigerator, electric garage door, heating system, etc.), or more complex devices or systems such as vehicles (autonomous cars, airplanes) or even entire cities by allowing the management of lighting, wastewater and road traffic. Applications are possible in many fields to improve the efficiency, quality, safety and speed of solutions. A farmer in Michigan can now know the humidity level in his corn field in real time from his smartphone without even getting out of bed, while at the same time a bus driver in Paris sees the light in his lane turn green by simply detecting his vehicle. Virtually all domestic and industrial uses are concerned. In logistics, it can be sensors used to track goods for inventory management. In home automation, household appliances, sensors, smart meters and communicating security systems exchange information to trigger their owners' decisions. The machine is then at the service of mankind to offer them more comfort in life and productivity. We believe that this technological evolution is still in its infancy. That's why we've created this list of listed companies that stand to benefit from the widespread adoption of the Internet of Things. We find companies involved in 5G telecom and fiber optic infrastructure, semiconductor and sensor manufacturing, integrated solutions for smart homes and cars, and industrial internet applications.

Our selection

Technology
Other Software
1.33B +12.13%
Technology
Integrated Circuits
8.95B -7.46%
Technology
Laptop & Desktop Computers
7.89B 0.00%
Technology
Integrated Circuits
71.64B +1.05%
Technology
Other Semiconductors
3.9B -4.62%
Technology
Other IT Services & Consulting
284B +3.00%
Technology
Other Electronic Equipment & Parts
5.2B +5.26%
Technology
Other Semiconductors
147B +8.96%
Technology
Other Communications & Networking
292B -4.28%
Industrials
Other Electrical Components & Equipment
154B +0.81%
Technology
Electronic Component
508M -0.13%
Industrials
Other Electrical Components & Equipment
38.5B -0.39%
Industrials
Other Electrical Components & Equipment
46.16B +6.37%
Technology
Other Semiconductors
60.69B +10.34%
Technology
Other Semiconductors
25.53B +8.42%
Industrials
Other Electrical Components & Equipment
81.08B +9.12%
Consumer Non-Cyclical
Consumer Goods Conglomerates
132B +6.60%
Technology
Other Communications & Networking
40.82B +4.62%
Industrials
Other Heavy Electrical Equipment
137B +2.40%
Technology
Other Semiconductors
189B +0.39%
Technology
Other IT Services & Consulting
1.8B +6.84%
Industrials
Heating, Ventilation & Air Conditioning Systems
67.74B -7.66%
Industrials
Testing & Measuring Equipment
5.15B -1.30%
Technology
Other Communications & Networking
7.96B -1.57%
Technology
Security & Surveillance
6.71B +1.67%
Industrials
Other Electrical Components & Equipment
1.85B -0.58%
Technology
Phones & Smart Phones
3,812B -4.01%
Technology
Search Engines
3,968B +5.38%
Industrials
Other Electrical Components & Equipment
62.54B +3.85%
Technology
Other Communications & Networking
4.48B -0.88%
Technology
Other Semiconductors
27.29B +11.21%
Consumer Cyclical
Internet & Mail Order Department Stores
2,645B +7.51%
Technology
Other Electronic Equipment & Parts
4.45B +6.13%
Technology
Other IT Services & Consulting
6.23B +3.58%
Technology
Other Software
2.59B +2.12%
Technology
Application Software
20.4B -1.63%
Technology
Other Semiconductors
2.98B -4.40%
Technology
Phones & Smart Phones
126B -1.42%
Technology
Other Semiconductors
4.8B +10.24%
Healthcare
Other Medical Equipment, Supplies & Distribution
26.29B +5.98%
Technology
Other Semiconductors
8.93B -2.56%
Technology
Broadcasting Equipment
5.26B +36.94%
Technology
RFID Systems
6.3B +20.64%
Technology
Cloud Computing Services
64.02B -6.65%
Technology
Memory Chips (RAM)
10.05B +0.56%
Technology
Satellite Service Operators
7.61B -
Technology
Other Electronic Equipment & Parts
13.15B +8.10%
Technology
Integrated Circuits
2.69B +2.40%
Consumer Cyclical
Household Appliances
106M -11.96%
Technology
Other Semiconductors
227B +20.45%
Technology
Other Semiconductors
25.01B +9.63%
Technology
Other Software
2.78B -1.27%
Technology
Other Communications & Networking
160M +5.74%
Technology
Other Software
404M +16.46%
Technology
Other IT Services & Consulting
366M +8.67%
Technology
Security & Surveillance
5.56B +7.06%
Technology
Other Communications & Networking
1.54B -4.97%
Technology
Other IT Services & Consulting
1.39B -7.51%
Industrials
Other Aerospace & Defense
911M +37.89%
Technology
Other Computer Hardware
103M +19.19%
Technology
Other Semiconductors
1.02B +5.73%
Consumer Cyclical
Other Computer & Electronics Retailers
1.44B -4.68%
Technology
Integrated Hardware & Software
342M -10.40%
Technology
Other Communications & Networking
1.57B -.--%
Technology
Network Equipment
673M -5.42%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The Internet of Things