Investment Themes

The Internet of Things

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Investment Themes

The Internet of Things (IoT) refers to the interconnection between the Internet and communicating objects, places and physical environments with a unique digital identity. Its infrastructures enable a bridge between the virtual world and physical objects through information and communication technologies.

The IoT (for "Internet of Things") is progressively built halfway between the physical web, the social web (seen as a space of socialization) and the semantic web (whose data are structured and easily interpretable by machines). The communication between our physical goods and their digital existences allows to generate new information. Connected objects produce large amounts of data whose storage and processing are part of what is known as Big Data. Interoperability, which consists in modifying the behavior of an object according to that of other objects, is one of the main characteristics of the Internet of Things. Data then passes through communication channels (Wifi, Bluetooth, RFID chip, fiber optics, 5G, etc.) to send instructions to connected objects. These can be everyday objects that are ubiquitous in our homes (television, washing machine, refrigerator, electric garage door, heating system, etc.), or more complex devices or systems such as vehicles (autonomous cars, airplanes) or even entire cities by allowing the management of lighting, wastewater and road traffic. Applications are possible in many fields to improve the efficiency, quality, safety and speed of solutions. A farmer in Michigan can now know the humidity level in his corn field in real time from his smartphone without even getting out of bed, while at the same time a bus driver in Paris sees the light in his lane turn green by simply detecting his vehicle. Virtually all domestic and industrial uses are concerned. In logistics, it can be sensors used to track goods for inventory management. In home automation, household appliances, sensors, smart meters and communicating security systems exchange information to trigger their owners' decisions. The machine is then at the service of mankind to offer them more comfort in life and productivity. We believe that this technological evolution is still in its infancy. That's why we've created this list of listed companies that stand to benefit from the widespread adoption of the Internet of Things. We find companies involved in 5G telecom and fiber optic infrastructure, semiconductor and sensor manufacturing, integrated solutions for smart homes and cars, and industrial internet applications.

Our selection

Technology
Other Software
1.3B +1.18%
Technology
Integrated Circuits
9.35B -1.96%
Technology
Integrated Circuits
94.16B +29.72%
Technology
Other Semiconductors
4.71B +14.74%
Technology
Laptop & Desktop Computers
8.39B +5.90%
Technology
Other IT Services & Consulting
241B -12.33%
Technology
Other Electronic Equipment & Parts
5.37B +11.75%
Technology
Other Semiconductors
165B +26.71%
Technology
Electronic Component
514M 0.00%
Technology
Other Communications & Networking
304B +1.53%
Consumer Non-Cyclical
Consumer Goods Conglomerates
154B +23.79%
Industrials
Other Electrical Components & Equipment
46.36B +18.27%
Industrials
Other Electrical Components & Equipment
169B +11.41%
Industrials
Other Electrical Components & Equipment
43.65B +1.91%
Technology
Other Semiconductors
29.13B +27.56%
Technology
Other Communications & Networking
41.73B +17.24%
Industrials
Other Heavy Electrical Equipment
164B +19.28%
Technology
Other IT Services & Consulting
1.73B +4.91%
Technology
Other Communications & Networking
9.41B +17.22%
Technology
Other Semiconductors
61.68B +12.02%
Industrials
Other Electrical Components & Equipment
83.65B +14.73%
Technology
Other Semiconductors
152B -15.84%
Industrials
Heating, Ventilation & Air Conditioning Systems
87.04B +19.23%
Industrials
Testing & Measuring Equipment
4.69B -8.81%
Technology
Security & Surveillance
6.3B -3.84%
Technology
Phones & Smart Phones
3,874B -2.33%
Industrials
Other Electrical Components & Equipment
93.17B +54.74%
Technology
Search Engines
3,658B -2.96%
Technology
Other Communications & Networking
5.75B +26.76%
Technology
Other Semiconductors
35.23B +38.36%
Industrials
Other Electrical Components & Equipment
1.95B +6.61%
Technology
Other Semiconductors
6.78B +57.44%
Technology
Other Semiconductors
10.89B +19.90%
Technology
Phones & Smart Phones
122B -6.72%
Technology
Other Semiconductors
2.83B -6.82%
Technology
Other Software
2.27B -11.07%
Technology
Application Software
18.21B -10.94%
Consumer Cyclical
Internet & Mail Order Department Stores
2,159B -10.60%
Healthcare
Other Medical Equipment, Supplies & Distribution
27.11B +9.65%
Technology
Cloud Computing Services
68.15B -2.95%
Technology
Satellite Service Operators
7.49B -
Technology
Broadcasting Equipment
4.52B +8.97%
Technology
Other IT Services & Consulting
3.11B -49.80%
Technology
Other Semiconductors
28.35B +31.21%
Technology
Memory Chips (RAM)
10.97B +14.40%
Technology
Other Electronic Equipment & Parts
12.83B +5.75%
Technology
Integrated Circuits
2.85B +8.18%
Technology
Other IT Services & Consulting
2.64B +76.23%
Technology
Other Electronic Equipment & Parts
4.33B +8.20%
Technology
Other Software
2.62B -6.61%
Technology
Other Software
430M +14.74%
Technology
Other Communications & Networking
1.84B +14.77%
Technology
Other Semiconductors
231B +25.98%
Technology
Security & Surveillance
5.45B +5.92%
Technology
Other Communications & Networking
151M +0.24%
Technology
Other IT Services & Consulting
269M -16.77%
Technology
RFID Systems
3.81B -28.48%
Technology
Network Equipment
598M -13.23%
Technology
Integrated Hardware & Software
305M -20.30%
Industrials
Other Aerospace & Defense
760M +19.25%
Consumer Cyclical
Other Computer & Electronics Retailers
1.24B -16.80%
Technology
Other Semiconductors
1.1B +11.91%
Technology
Other Communications & Networking
1.59B -.--%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The Internet of Things