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Investment Themes
The connected house or smart house is no longer a far-fetched and inaccessible idea for the general public. For a few years now, it has been at the heart of real estate projects, construction, renovation or just improvement of our interiors.
With the evolution of the smart home beginning to influence all areas of our daily lives, it is already changing the way we shop, work, communicate and entertain ourselves. It's making your home more secure, saving you energy and improving your comfort, while saving you time. A new intelligent ecosystem is already starting to develop in our homes.
This thematic list allows investors to invest in the connected home megatrend. We are talking about systems for improving security (setting the alarm at a fixed time, closing the shutters remotely, turning on presence detectors, controlling video surveillance), communication (turning on the TV remotely, play music or receive at fixed times certain data necessary for medical monitoring via a computer), energy management (management and storage of renewable energy, thermostat adjustment, etc.) but also interactions between connected objects (smartphone, refrigerator, connected watches, home cinema, etc.).
Our selection
 | Technology | Home Audio | 2.11B | -0.63% | |
| Consumer Cyclical | Other Appliances, Tools & Housewares | 33.95B | +0.23% | |
| Technology | Other Computer Hardware | 83.51B | +0.10% | |
| Technology | Other Phones & Handheld Devices | 725B | +38.28% | |
| Technology | Other Semiconductors | 6.8B | +57.93% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,222B | -10.34% | |
| Technology | Other Software | 3,069B | -14.55% | |
| Technology | Other Computer Hardware | 13.62B | -12.71% | |
| Technology | Search Engines | 3,854B | +1.78% | |
| Technology | Phones & Smart Phones | 4,018B | +0.67% | |
| Technology | Phones & Smart Phones | 118B | -5.14% | |
| Technology | Other Software | 2.37B | -6.86% | |
| Consumer Cyclical | Games, Toys & Children Vehicles | 67.42B | -15.71% | |
| Technology | Other Communications & Networking | 181B | +9.48% | |
| Technology | Other Internet Services | 347B | -12.32% | |
| Technology | Other Communications & Networking | 5.58B | +21.76% | |
| Technology | Other Communications & Networking | 341B | +12.02% | |
| Healthcare | Other Healthcare Facilities & Services | 5.26B | +4.05% | |
| Industrials | Other Electrical Components & Equipment | 53.66B | +13.54% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 26.58B | +2.70% | |
| Technology | Security & Surveillance | 15.39B | +12.39% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 38.39B | +9.41% | |
| Industrials | Other Electrical Components & Equipment | 43.76B | +10.45% | |
| Technology | E-commerce & Auction Services | 103B | +0.55% | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 84.92B | +15.87% | |
| Technology | Other Household Electronics | 138B | -11.53% | |
| Technology | Other IT Services & Consulting | 20.18B | -9.41% | |
| Technology | Application Software | 50.7B | -0.86% | |
| Consumer Cyclical | Leisure Products Wholesale | 9.96B | +16.87% | |
| Technology | Security & Surveillance | 6.68B | +1.86% | |
| Technology | Other Household Electronics | 38.11B | +24.41% | |
| Industrials | Other Air Freight & Logistics | 6.64B | +10.18% | |
| Healthcare | Veterinary Drugs | 56.47B | +1.84% | |
| Technology | Other Electronic Equipment & Parts | 13B | +5.66% | |
| Industrials | Other Electrical Components & Equipment | 172B | +9.56% | |
| Industrials | Other Electrical Components & Equipment | 147B | +18.51% | |
| - | - | 21.25B | - | |
| Consumer Cyclical | Other Broadcasting | 21.25B | -12.97% | |
| Technology | Other Household Electronics | 3.25B | +0.12% | |
| Technology | Other Household Electronics | 12.23B | +13.17% | |
| Technology | TV & Video | 4.13B | +22.25% | |
| Consumer Cyclical | Residential Builders - Single Homes | 22.66B | +10.99% | |
| Utilities | Other Electric Utilities | 189B | +13.14% | |
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 388B | +13.25% | |
| - | - | 51.6B | - | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 40.23B | -1.22% | |
| Consumer Cyclical | Household Appliances | 95.83M | -23.37% | |
| Technology | Other Semiconductors | 3.33B | +16.16% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 31.21B | +18.63% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.41B | +6.83% | |
| Technology | Satellite Service Operators | 116B | +8.10% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,596B | -5.45% | |
| Technology | Security & Surveillance | 5.38B | +2.36% | |
| Consumer Cyclical | Household Appliances | 5.12B | +26.35% | |
| Technology | Other Software | 39.02B | -17.70% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 154B | +24.73% | |
| Technology | Electronic Component | 2.6B | -6.16% | |
| Consumer Cyclical | Other Computer & Electronics Retailers | 1.31B | -11.58% | |
| Services académiques et éducatifs | Professional & Business Education | 224M | +15.79% | |
| Technology | Other Household Electronics | 56.81M | +17.73% | |
| Industrials | Testing & Measuring Equipment | 8.01M | +7.27% | |
| Technology | Advanced Electronic Equipment | 1.72M | -50.91% | |
News of the components
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Smart home
