Investment Themes

Smart City, investing in a megatrend

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
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

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