Investment Themes
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 | Security Software | 690M | -2.64% | ||
Technology | Other Internet Services | 6.92B | +27.52% | ||
Energy | Stationary Fuel Cells | 508M | -2.93% | ||
Industrials | Other Industrial Machinery & Equipment | 6.58B | +12.54% | ||
Industrials | Other Construction & Engineering | 18.56B | +24.37% | ||
Technology | Other Semiconductors | 3.91B | -27.08% | ||
Industrials | Other Industrial Machinery & Equipment | 8.62B | +10.87% | ||
Technology | Other Communications & Networking | 5.84B | +16.23% | ||
Technology | Other IT Services & Consulting | 4.57B | +10.96% | ||
Industrials | Heating, Ventilation & Air Conditioning Systems | 95.2B | +15.58% | ||
Technology | Other Internet Services | 204B | +61.60% | ||
Industrials | Testing & Measuring Equipment | 7.01B | +12.18% | ||
Technology | Other Software | 2.84B | -6.17% | ||
Technology | Other Software | 3,691B | +17.82% | ||
Industrials | Management Consulting Services | 7.92B | +44.51% | ||
Industrials | Other Construction & Engineering | 4.81B | -18.89% | ||
Consumer Cyclical | Internet & Mail Order Department Stores | 2,329B | -0.01% | ||
Technology | Security Software | 82.31B | +13.82% | ||
Technology | Other Semiconductors | 36.45B | +28.66% | ||
Technology | Security Software | 136B | +12.11% | ||
Technology | Other Semiconductors | 62.04B | -34.86% | ||
Technology | Other Semiconductors | 3,904B | +19.15% | ||
Industrials | Commuting Services | 1.71B | +40.88% | ||
Technology | Network Equipment | 2.44B | +9.62% | ||
Technology | Other IT Services & Consulting | 36.21B | +43.04% | ||
Industrials | Other Construction & Engineering | 1.89B | +87.19% | ||
Technology | Other IT Services & Consulting | 1.72B | +11.17% | ||
Consumer Non-Cyclical | Consumer Goods Conglomerates | 10.08B | +31.98% | ||
Utilities | Other Water Utilities | 10.1B | +4.09% | ||
Industrials | Transaction & Payment Services | 72.97B | -12.09% | ||
Consumer Non-Cyclical | Other Personal Services | 4.24B | +5.38% | ||
Technology | Other Electronic Equipment & Parts | 6.09B | +23.01% | ||
Technology | Integrated Circuits | 7.56B | +8.73% | ||
Real Estate | Mortgage REITs | 604M | +10.40% | ||
Technology | Other Software | 25.23B | +1.46% | ||
Technology | Other Electronic Equipment & Parts | 16.36B | +19.23% | ||
Technology | Application Software | 21.46B | -2.70% | ||
Industrials | Other Heavy Electrical Equipment | 108B | -2.91% | ||
Industrials | Industrial Machinery & Equipment Wholesale | 49.15B | +19.15% | ||
Technology | Other IT Services & Consulting | 22.98B | -9.99% | ||
Technology | Other Communications & Networking | 272B | +15.86% | ||
Industrials | Other Electrical Components & Equipment | 4.68B | +10.35% | ||
Technology | Other Semiconductors | 2.83B | -8.15% | ||
Technology | Other Semiconductors | 175B | +3.80% | ||
Technology | Internet Security & Transactions Services | 511B | +6.81% | ||
Technology | Enterprise Software | 2.66B | -15.48% | ||
Technology | Semiconductor Testing Equipment & Service | 14.79B | -26.76% | ||
Technology | Application Software | 67.37B | +6.54% | ||
Technology | Other Electronic Equipment & Parts | 93.71B | -12.92% | ||
Technology | Other Communications & Networking | 1.52B | +9.04% | ||
Energy | Photovoltaic Solar Systems & Equipment | 17.75B | -6.11% | ||
Technology | Other Communications & Networking | 2.3B | +1.88% | ||
Basic Materials | Other Steel | 32.24B | +19.72% | ||
Industrials | Other Construction & Engineering | 17.31B | +37.49% | ||
Industrials | Other Construction & Engineering | 2.06B | +20.97% | ||
Consumer Non-Cyclical | Child Care & Family Services | 6.73B | +6.05% | ||
Industrials | Other Electrical Components & Equipment | 12.22B | +8.86% | ||
Industrials | Other Industrial Machinery & Equipment | 90.33B | +11.15% | ||
Technology | Advanced Electronic Equipment | 28.14B | +1.79% | ||
Industrials | Pump & Pumping Equipment | 4.19B | -5.61% | ||
Technology | Other Electronic Equipment & Parts | 5.82B | -0.03% | ||
Consumer Cyclical | Flooring & Interior Tile Manufacturers | 15.34B | +1.99% | ||
Utilities | Other Natural Gas Utilities | 24.14B | +9.13% | ||
- | - | 38.64B | - | ||
Industrials | Civil Engineers & Architects | 6.27B | +2.19% | ||
Industrials | Other Electrical Components & Equipment | 140B | +7.57% | ||
Industrials | Other Electrical Components & Equipment | 41.87B | +0.59% | ||
Industrials | Other Industrial Machinery & Equipment | 7.96B | +17.19% | ||
Industrials | Other Electrical Components & Equipment | 34.59B | +21.33% | ||
Technology | Other Communications & Networking | 27.92B | +3.61% | ||
Industrials | Other Construction & Engineering | 12.45B | +32.37% | ||
Technology | Other Communications & Networking | 69.66B | -9.71% | ||
Industrials | Other Electrical Components & Equipment | 147B | -5.69% | ||
Industrials | Testing & Measuring Equipment | 3.2B | +1.54% | ||
Technology | Other IT Services & Consulting | 10.3B | +8.79% | ||
Industrials | Other Construction & Engineering | 9.25B | +58.32% | ||
Industrials | Other Construction & Engineering | 15.17B | +7.60% | ||
Industrials | Other Environmental Services & Equipment | 4.27B | +1.95% | ||
Real Estate | Residential REITs | 13.13B | -5.21% | ||
Technology | Other Communications & Networking | 28.63B | -8.92% | ||
Basic Materials | Other Construction Materials | 35.2B | +3.58% | ||
Industrials | Other Environmental Services & Equipment | 74.78B | +18.95% | ||
Technology | Other IT Services & Consulting | 264B | +32.11% | ||
Utilities | Water Supply & Irrigation Systems | 27.5B | +13.28% | ||
Industrials | Aerospace & Defense Electronics | 8B | -18.82% | ||
Utilities | Other Water Utilities | 10.81B | +5.59% | ||
Technology | Other Communications & Networking | 11.12B | -7.25% | ||
- | - | 745M | - | ||
Real Estate | Residential REITs | 18.41B | +0.19% | ||
Technology | Other Wireless Telecommunications Services | 268B | +6.90% | ||
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Sector allocation
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- Smart City, investing in a megatrend