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
39.2B +3.46%
Consumer Non-Cyclical
Other Personal Services
4.81B +15.43%
Industrials
Other Construction & Engineering
2.78B +13.68%
Industrials
Other Construction & Engineering
47.35B +37.05%
Technology
Other Internet Services
5.25B -31.60%
Technology
Other IT Services & Consulting
35.75B -16.29%
Industrials
Other Industrial Machinery & Equipment
9.19B +13.10%
Technology
Other Semiconductors
52.97B +12.89%
Technology
Other Software
3,050B -15.44%
Technology
Application Software
55.73B -11.83%
Technology
Other Semiconductors
65.93B +5.40%
Technology
Semiconductor Testing Equipment & Service
47.84B +41.07%
Technology
Other Electronic Equipment & Parts
19.87B +9.16%
Technology
Other Semiconductors
4,454B -4.65%
Technology
Internet Security & Transactions Services
468B -8.50%
Technology
Other Semiconductors
2.39B -26.07%
Technology
Other Communications & Networking
42.34B +25.78%
Technology
Network Equipment
1.94B -16.04%
Technology
Security Software
62.46B +5.36%
Industrials
Other Electrical Components & Equipment
17.88B +3.97%
Technology
Other Software
2.49B -2.16%
Energy
Stationary Fuel Cells
632M -21.43%
Technology
Application Software
19.55B -6.60%
Technology
Enterprise Software
16.48B -10.56%
Industrials
Management Consulting Services
4.4B -26.68%
Consumer Cyclical
Internet & Mail Order Department Stores
2,350B -7.63%
Technology
Security Software
2.08B -9.85%
Technology
Other Internet Services
155B -8.05%
Technology
Other Semiconductors
6.7B +55.09%
Technology
Other Communications & Networking
316B +2.09%
Industrials
Other Industrial Machinery & Equipment
10.57B +2.28%
Industrials
Other Electrical Components & Equipment
4.57B +0.39%
Industrials
Other Industrial Machinery & Equipment
122B +5.09%
Consumer Non-Cyclical
Child Care & Family Services
4.29B -23.75%
Industrials
Other Heavy Electrical Equipment
154B +12.16%
Industrials
Other Industrial Machinery & Equipment
15B +42.26%
Industrials
Other Electrical Components & Equipment
41.5B +8.09%
Industrials
Other Electrical Components & Equipment
51.94B +8.12%
Technology
Other Electronic Equipment & Parts
4.1B -1.73%
Technology
Enterprise Software
445B -21.52%
Technology
Enterprise Software
507M +7.12%
Industrials
Heating, Ventilation & Air Conditioning Systems
96.58B +8.72%
Industrials
Other Industrial Machinery & Equipment
30.68B -9.57%
Technology
Other Electronic Equipment & Parts
94.24B +8.94%
Industrials
Testing & Measuring Equipment
4.26B -14.66%
Technology
Security Software
133B -10.40%
Technology
Integrated Circuits
4.7B -16.91%
Technology
Other Communications & Networking
7.17B +56.45%
Industrials
Other Business Support Services
15.98B +3.27%
Technology
Enterprise Software
3.34B +45.50%
Industrials
Other Environmental Services & Equipment
5.73B +28.23%
Technology
Other IT Services & Consulting
241B -12.61%
Technology
Other IT Services & Consulting
15.95B -18.43%
Technology
Advanced Electronic Equipment
48.88B +34.08%
Technology
Other Electronic Equipment & Parts
8.12B +19.52%
Industrials
Civil Engineers & Architects
5.52B -6.43%
Industrials
Other Construction & Engineering
22.03B +10.26%
Technology
Other Semiconductors
29.39B +20.97%
Industrials
Building Contractors
8.37B +17.94%
Industrials
Heating, Ventilation & Air Conditioning Systems
83.96B +10.56%
Technology
Other Communications & Networking
37.32B +13.69%
Technology
Other IT Services & Consulting
1.64B -8.87%
Utilities
Other Natural Gas Utilities
30.67B +10.39%
Industrials
Industrial Machinery & Equipment Wholesale
54.32B +15.77%
Technology
Wireless Telecom
21.98B +5.58%
Technology
Other IT Services & Consulting
3.02B -17.64%
Technology
Other Communications & Networking
9.34B +12.15%
Technology
Other Software
15.73B -17.48%
Industrials
Other Industrial Machinery & Equipment
15.67B -11.49%
- - 37.38B -
Industrials
Other Electrical Components & Equipment
138B +9.18%
Industrials
Other Construction & Engineering
11.56B +9.04%
Industrials
Transaction & Payment Services
43.86B -19.54%
Real Estate
Mortgage REITs
1.15B +9.25%
Technology
Other IT Services & Consulting
7.37B -13.41%
Industrials
Commuting Services
1.28B -7.87%
Industrials
Other Construction & Engineering
2.27B +13.87%
Industrials
Other Construction & Engineering
10.39B -5.05%
Technology
Other Communications & Networking
77.39B +20.20%
Industrials
Other Electrical Components & Equipment
42.53B -4.95%
Real Estate
Residential REITs
3.12B -0.23%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
16.37B +3.98%
Industrials
Aerospace & Defense Electronics
7B +5.49%
Utilities
Other Water Utilities
12.36B +12.06%
- - 811M -
Technology
Other Wireless Telecommunications Services
33.79B +9.53%
Utilities
Other Water Utilities
12.79B +12.08%
Utilities
Water Supply & Irrigation Systems
26.28B +5.36%
Technology
Security & Surveillance
5.47B -18.84%
Technology
Other Integrated Telecommunications Services
185B +18.80%

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Ratings chart - Surperformance

Ratings ESG MSCI

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