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
| 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% | ||
News of the components
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