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

Basic Materials
Other Steel
53.33B +45.22%
Technology
Other Electronic Equipment & Parts
10.53B +64.25%
Industrials
Testing & Measuring Equipment
55.67B +58.82%
Industrials
Other Construction & Engineering
62.38B +86.08%
Industrials
Other Industrial Machinery & Equipment
16.55B +57.14%
Consumer Non-Cyclical
Other Personal Services
5.23B +29.47%
Technology
Other Communications & Networking
462B +45.10%
Consumer Cyclical
Internet & Mail Order Department Stores
2,662B +10.46%
Technology
Application Software
43.48B -29.40%
Technology
Other Semiconductors
67.62B +49.24%
Industrials
Other Electrical Components & Equipment
26.16B +56.38%
Technology
Other Semiconductors
5,130B +13.94%
Technology
Other Communications & Networking
63.26B +78.93%
Technology
Security Software
122B +107.17%
Industrials
Management Consulting Services
6.24B +5.05%
Technology
Semiconductor Testing Equipment & Service
55.3B +76.75%
Technology
Other Electronic Equipment & Parts
113B +31.26%
Technology
Other Software
2,859B -18.19%
Technology
Other Internet Services
5.93B -16.21%
Technology
Internet Security & Transactions Services
475B -6.25%
Technology
Other Semiconductors
195B +142.72%
Technology
Security Software
6.45B +189.00%
Technology
Enterprise Software
2.43B +359.35%
Technology
Network Equipment
4.32B +83.18%
Technology
Other Software
4.7B +70.80%
Technology
Other IT Services & Consulting
5B +34.30%
Industrials
Other Electrical Components & Equipment
5.25B +17.15%
Technology
Application Software
14.15B -29.05%
Industrials
Testing & Measuring Equipment
5.14B +69.23%
Energy
Stationary Fuel Cells
892M +19.71%
Industrials
Other Heavy Electrical Equipment
192B +40.46%
Industrials
Heating, Ventilation & Air Conditioning Systems
107B +23.38%
Technology
Other IT Services & Consulting
36.55B -15.99%
Technology
Enterprise Software
12.02B -33.73%
Technology
Other Semiconductors
3.2B -2.77%
Technology
Other Semiconductors
62.41B +162.39%
Industrials
Other Electrical Components & Equipment
53.62B +13.74%
Technology
Other Electronic Equipment & Parts
18.14B +2.54%
Industrials
Other Industrial Machinery & Equipment
10.92B +8.76%
Industrials
Other Industrial Machinery & Equipment
8.53B +9.47%
Technology
Other Semiconductors
13.17B +83.50%
Technology
Enterprise Software
369B -32.03%
Technology
Other Internet Services
147B -11.06%
Industrials
Other Construction & Engineering
2.82B +51.31%
Technology
Other IT Services & Consulting
1.89B +4.56%
Industrials
Other Environmental Services & Equipment
6.09B +41.98%
Industrials
Pump & Pumping Equipment
2.11B +65.84%
Technology
Other Semiconductors
188B +4.05%
Technology
Other IT Services & Consulting
13.73B -26.98%
Technology
Other IT Services & Consulting
2.13B -13.69%
Consumer Non-Cyclical
Child Care & Family Services
3.85B -27.03%
- - 34.34B -
Industrials
Other Electrical Components & Equipment
42.47B +10.45%
Technology
Other Software
12.7B -33.14%
Industrials
Other Industrial Machinery & Equipment
28.89B -10.83%
Industrials
Heating, Ventilation & Air Conditioning Systems
88.61B +19.22%
Utilities
Other Natural Gas Utilities
29.79B +4.38%
Industrials
Transaction & Payment Services
41.79B -4.90%
Industrials
Industrial Machinery & Equipment Wholesale
52.49B +13.03%
Industrials
Other Industrial Machinery & Equipment
122B +8.42%
Technology
Other IT Services & Consulting
5.52B -35.96%
Technology
Other Communications & Networking
65.96B +75.56%
Technology
Other Electronic Equipment & Parts
3.7B -9.55%
Industrials
Testing & Measuring Equipment
4.13B -17.33%
Technology
Other Software
2.58B +2.41%
Technology
Enterprise Software
3.46B +40.89%
Technology
Other Communications & Networking
6.86B -15.13%
Technology
Integrated Circuits
3.68B -31.85%
Industrials
Other Construction & Engineering
20.85B +8.82%
Technology
Other IT Services & Consulting
778M -11.44%
Technology
Other Electronic Equipment & Parts
6.5B +34.12%
Technology
Security Software
574M +20.09%
Industrials
Other Electrical Components & Equipment
52.27B +18.72%
Utilities
Other Water Utilities
12.17B +6.99%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
15.87B +5.26%
Technology
Other Wireless Telecommunications Services
36.02B +13.47%
Industrials
Other Construction & Engineering
10.12B +1.81%
Industrials
Elevator & Conveying Equipment
29.05B -19.95%
Technology
Other IT Services & Consulting
24.5B +11.35%
Industrials
Civil Engineers & Architects
4.9B -13.06%
Technology
Other Communications & Networking
68.67B +6.22%
Industrials
Aerospace & Defense Electronics
5.78B -8.38%
Technology
Other Communications & Networking
2.49B -25.43%
Utilities
Water Supply & Irrigation Systems
25.69B -0.99%
- - 1.02B -
Technology
Other Communications & Networking
33.81B +7.40%

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