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 | Network Equipment | 2.02B | -9.25% | ||
| Industrials | Other Construction & Engineering | 2.71B | +7.09% | ||
| Technology | Other IT Services & Consulting | 48.96B | +7.34% | ||
| Technology | Other Electronic Equipment & Parts | 4.44B | +6.60% | ||
| Technology | Other Internet Services | 7.38B | -4.54% | ||
| Technology | Other Communications & Networking | 4.27B | +7.30% | ||
| Industrials | Other Industrial Machinery & Equipment | 8.36B | +4.61% | ||
| Industrials | Other Construction & Engineering | 40.4B | +23.01% | ||
| Technology | Other Internet Services | 175B | +3.12% | ||
| Technology | Other Electronic Equipment & Parts | 18.82B | +4.86% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,473B | +0.21% | ||
| Technology | Other Semiconductors | 70.01B | -2.86% | ||
| Technology | Application Software | 19.18B | -7.40% | ||
| Industrials | Other Construction & Engineering | 11.32B | +7.22% | ||
| Technology | Semiconductor Testing Equipment & Service | 36.32B | +19.80% | ||
| Consumer Non-Cyclical | Other Personal Services | 4.38B | +5.34% | ||
| Industrials | Testing & Measuring Equipment | 5.01B | -2.45% | ||
| Technology | Application Software | 54.47B | -13.03% | ||
| Technology | Other Communications & Networking | 32.66B | -0.85% | ||
| Technology | Security Software | 56.33B | -4.61% | ||
| Technology | Other Semiconductors | 51.5B | +18.60% | ||
| Technology | Other Semiconductors | 2.95B | -3.20% | ||
| Industrials | Other Electrical Components & Equipment | 18.18B | +10.48% | ||
| Technology | Other Software | 2.46B | -3.43% | ||
| Technology | Other Semiconductors | 4,454B | -1.71% | ||
| Technology | Other Software | 3,301B | -8.17% | ||
| Industrials | Management Consulting Services | 6B | -5.49% | ||
| Technology | Internet Security & Transactions Services | 474B | -7.59% | ||
| Technology | Security Software | 2.24B | +1.16% | ||
| - | - | 742M | - | ||
| Technology | Other IT Services & Consulting | 1.75B | -0.63% | ||
| Consumer Non-Cyclical | Child Care & Family Services | 5.27B | -8.16% | ||
| Industrials | Other Electrical Components & Equipment | 4.44B | -1.58% | ||
| Basic Materials | Other Steel | 41.25B | +10.50% | ||
| Industrials | Other Industrial Machinery & Equipment | 34.51B | +4.10% | ||
| Industrials | Transaction & Payment Services | 52.29B | -4.27% | ||
| Industrials | Other Electrical Components & Equipment | 50.74B | +7.36% | ||
| Industrials | Other Industrial Machinery & Equipment | 119B | +7.55% | ||
| Technology | Other Communications & Networking | 291B | -4.34% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 87.66B | +1.58% | ||
| Industrials | Other Industrial Machinery & Equipment | 14.59B | +34.42% | ||
| Technology | Other Semiconductors | 4.99B | +16.25% | ||
| Technology | Enterprise Software | 500B | -10.79% | ||
| Technology | Other Electronic Equipment & Parts | 7.51B | +19.21% | ||
| Energy | Stationary Fuel Cells | 791M | +3.71% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 51.21B | +11.16% | ||
| Industrials | Other Electrical Components & Equipment | 38.16B | -2.00% | ||
| Technology | Security Software | 126B | -1.48% | ||
| Technology | Enterprise Software | 2.22B | -10.32% | ||
| Technology | Other Software | 18.69B | -4.32% | ||
| Industrials | Other Heavy Electrical Equipment | 137B | +0.91% | ||
| Technology | Integrated Circuits | 5.61B | +0.98% | ||
| Energy | Photovoltaic Solar Systems & Equipment | 26.15B | -6.70% | ||
| Technology | Other Electronic Equipment & Parts | 91.29B | +4.64% | ||
| Technology | Other Communications & Networking | 8.57B | +4.59% | ||
| Industrials | Other Environmental Services & Equipment | 4.97B | +15.25% | ||
| Technology | Wireless Telecom | 19.86B | -1.99% | ||
| Industrials | Other Business Support Services | 16.35B | +4.54% | ||
| Technology | Other Communications & Networking | 31.65B | -4.53% | ||
| Industrials | Other Construction & Engineering | 19.8B | -0.32% | ||
| Technology | Other IT Services & Consulting | 18.87B | -3.97% | ||
| Technology | Other Communications & Networking | 3.74B | +6.73% | ||
| Industrials | Commuting Services | 1.32B | -5.14% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 70.69B | -3.56% | ||
| Technology | Enterprise Software | 16.71B | -10.35% | ||
| Industrials | Civil Engineers & Architects | 5.63B | -5.77% | ||
| Consumer Cyclical | Flooring & Interior Tile Manufacturers | 14.99B | -4.38% | ||
| Technology | Other IT Services & Consulting | 13.48B | +7.42% | ||
| Real Estate | Residential REITs | 23.34B | -2.68% | ||
| - | - | 39.53B | - | ||
| Utilities | Other Natural Gas Utilities | 27.23B | +0.44% | ||
| Industrials | Other Construction & Engineering | 5.45B | +12.46% | ||
| Technology | Telecommunications Network Infrastructure | 1.85B | +10.56% | ||
| Real Estate | Mortgage REITs | 763M | +15.75% | ||
| Industrials | Pump & Pumping Equipment | 4.47B | +5.22% | ||
| Industrials | Other Industrial Machinery & Equipment | 11.01B | +10.40% | ||
| Industrials | Other Construction & Engineering | 26.18B | +7.92% | ||
| Technology | Other IT Services & Consulting | 3.73B | -1.41% | ||
| Technology | Other IT Services & Consulting | 23.43B | +4.04% | ||
| Technology | Other Communications & Networking | 65.78B | +3.03% | ||
| Utilities | Other Water Utilities | 11.09B | +1.42% | ||
| Industrials | Other Electrical Components & Equipment | 131B | +6.11% | ||
| Technology | Other Wireless Telecommunications Services | 167B | -5.39% | ||
| Industrials | Building Contractors | 8.26B | +18.06% | ||
| Industrials | Other Construction & Engineering | 2B | -0.67% | ||
| Technology | Security & Surveillance | 6.57B | +0.12% | ||
| Real Estate | Residential REITs | 25.31B | -1.30% | ||
| Real Estate | Residential Real Estate Development | 1.88B | +4.06% | ||
| Industrials | Other Industrial Machinery & Equipment | 17.53B | +2.89% | ||
| Utilities | Water Supply & Irrigation Systems | 25.56B | +0.38% | ||
| Industrials | Aerospace & Defense Electronics | 7.74B | +17.64% | ||
| Technology | Other Integrated Telecommunications Services | 146B | -4.88% | ||
| Utilities | Other Water Utilities | 11.55B | +2.40% | ||
| Technology | Other Wireless Telecommunications Services | 205B | -9.57% | ||
| Technology | Other Communications & Networking | 35.97B | -1.44% | ||
News of the components
| ░░░░ | ░░░░ ░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░ ░░ ░░░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░ ░ ░░░░ ░ ░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░ ░░░░ ░░░ ░░░ ░░░ ░░░░░░░ ░░ ░░░░ ░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░░░ ░░░ ░░ ░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░ ░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░░░░ ░░ ░ ░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░ ░░ ░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░░░░ ░ ░░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░ ░░░ ░░░░░░░ ░░░ ░░░░░ ░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░ ░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░ ░░ ░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░ ░░░ ░░░░░░░ ░░░░░ ░ ░░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░ ░░░ ░░░ ░░ ░░░░░ ░░ ░░ ░░░░░░░░░░ ░ ░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░ ░░░░ ░░░ ░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░ ░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░ ░░░ ░░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░ ░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░ | ░░ |
Heatmap
Calendar of the components
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Smart City, investing in a megatrend
















