Investment Themes

Smart City, investing in a megatrend

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Investment Themes

The path of modernity opens the way to a more connected, safer and more ecological city. The smart city aims to improve the quality of life of city dwellers by making urban spaces more adaptive and efficient on a daily basis.

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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Heatmap

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Smart City, investing in a megatrend