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

Technology
Network Equipment
2.26B +0.99%
Industrials
Other Construction & Engineering
2.56B +148.22%
Technology
Other Electronic Equipment & Parts
4.31B -11.42%
Technology
Other Communications & Networking
4.02B +78.22%
Technology
Other IT Services & Consulting
47.29B +100.15%
Industrials
Other Construction & Engineering
34.07B +128.26%
Technology
Other Internet Services
8.13B +57.91%
Industrials
Other Industrial Machinery & Equipment
8.31B +49.23%
Technology
Other Internet Services
177B +41.10%
Consumer Cyclical
Internet & Mail Order Department Stores
2,418B +3.10%
Industrials
Other Construction & Engineering
10.33B +12.92%
Technology
Other Electronic Equipment & Parts
17.51B +29.12%
Technology
Other Semiconductors
71.6B -23.56%
Industrials
Testing & Measuring Equipment
5.45B -12.88%
Technology
Application Software
21.02B -4.28%
Technology
Other Semiconductors
45.34B +59.96%
Technology
Security Software
61.14B -12.98%
Consumer Non-Cyclical
Other Personal Services
3.95B +0.07%
Technology
Other Semiconductors
3.24B +3.49%
Industrials
Other Electrical Components & Equipment
16.41B +49.22%
Technology
Other Software
2.6B -14.21%
Technology
Other Software
3,557B +13.53%
Technology
Other Semiconductors
4,253B +30.33%
Industrials
Management Consulting Services
6.49B +24.89%
Technology
Internet Security & Transactions Services
514B +8.61%
- - 664M -
Consumer Non-Cyclical
Child Care & Family Services
5.7B -9.15%
Basic Materials
Other Steel
37.79B +41.47%
Industrials
Transaction & Payment Services
57.69B -27.76%
Industrials
Other Industrial Machinery & Equipment
33.38B +18.17%
Industrials
Other Electrical Components & Equipment
4.66B +16.82%
Technology
Semiconductor Testing Equipment & Service
30.28B +53.57%
Industrials
Other Electrical Components & Equipment
46.44B +11.92%
Industrials
Other Industrial Machinery & Equipment
11.54B +53.38%
Industrials
Other Heavy Electrical Equipment
133B +18.73%
Technology
Other Semiconductors
4.48B +9.80%
Industrials
Heating, Ventilation & Air Conditioning Systems
86.74B +5.91%
Technology
Other Electronic Equipment & Parts
6.53B +11.29%
Technology
Other Communications & Networking
307B +31.42%
Technology
Application Software
62.98B +0.70%
Industrials
Other Construction & Engineering
5.32B -9.55%
Technology
Other Communications & Networking
30.8B +157.56%
Technology
Security Software
2.53B +8.06%
Industrials
Industrial Machinery & Equipment Wholesale
48.23B +16.84%
Energy
Stationary Fuel Cells
820M +57.32%
Technology
Security Software
134B +5.35%
Industrials
Other Electrical Components & Equipment
38.02B +31.43%
Technology
Other Software
19.61B -20.98%
Technology
Enterprise Software
2.69B -11.25%
Technology
Integrated Circuits
5.62B -19.17%
Technology
Advanced Electronic Equipment
35.75B +29.99%
Technology
Other Electronic Equipment & Parts
87.72B -12.56%
Energy
Photovoltaic Solar Systems & Equipment
27.34B +44.58%
Technology
Other Communications & Networking
9.12B +82.88%
Technology
Wireless Telecom
19.56B +12.85%
Technology
Other Communications & Networking
31.99B -0.85%
Industrials
Other Environmental Services & Equipment
4.65B +17.51%
Industrials
Other Business Support Services
16.12B +1.57%
Industrials
Other Construction & Engineering
19.35B +51.19%
Technology
Other Communications & Networking
3.56B +54.06%
Technology
Other IT Services & Consulting
19.64B -20.65%
Industrials
Heating, Ventilation & Air Conditioning Systems
70.13B +45.39%
Industrials
Other Construction & Engineering
1.9B +7.43%
Technology
Enterprise Software
19.1B +13.59%
Real Estate
Residential REITs
23.19B -15.06%
- - 38.11B -
Industrials
Other Industrial Machinery & Equipment
112B +39.12%
Industrials
Commuting Services
1.37B +17.11%
Technology
Other IT Services & Consulting
1.78B +14.29%
Technology
Telecommunications Network Infrastructure
1.78B -18.33%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
15.8B +5.68%
Industrials
Other Construction & Engineering
22.87B -4.59%
Utilities
Other Natural Gas Utilities
27.22B +20.89%
Industrials
Waste Management, Disposal & Recycling Services
1.34B +38.44%
Industrials
Pump & Pumping Equipment
4.28B -1.44%
Real Estate
Mortgage REITs
649M +18.65%
Industrials
Other Industrial Machinery & Equipment
10.96B +51.14%
Technology
Other IT Services & Consulting
22.43B +16.93%
Technology
Other IT Services & Consulting
3.86B -4.86%
Technology
Other Communications & Networking
60.74B -21.10%
Industrials
Other Electrical Components & Equipment
129B +0.03%
Utilities
Other Water Utilities
10.71B +11.89%
Technology
Enterprise Software
546B +14.00%
Real Estate
Mortgage REITs
981M -5.79%
Industrials
Other Business Support Services
1.98B -13.06%
Industrials
Other Construction & Engineering
9.18B +54.86%
Technology
Other Wireless Telecommunications Services
174B +7.95%
Technology
Other IT Services & Consulting
12.36B -10.21%
Technology
Security & Surveillance
6.63B +18.09%
Utilities
Water Supply & Irrigation Systems
25.67B +5.67%
Technology
Other Integrated Telecommunications Services
150B -7.10%
Industrials
Aerospace & Defense Electronics
6.74B -31.35%
Technology
Other Integrated Telecommunications Services
172B +2.25%
Utilities
Other Water Utilities
10.85B +7.62%
Technology
Other Communications & Networking
34.6B +23.29%
Technology
Other Wireless Telecommunications Services
218B -11.58%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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