Investment Themes
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% | ||
News of the components
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Calendar of the components
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