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Investment Themes
The connected house or smart house is no longer a far-fetched and inaccessible idea for the general public. For a few years now, it has been at the heart of real estate projects, construction, renovation or just improvement of our interiors.
With the evolution of the smart home beginning to influence all areas of our daily lives, it is already changing the way we shop, work, communicate and entertain ourselves. It's making your home more secure, saving you energy and improving your comfort, while saving you time. A new intelligent ecosystem is already starting to develop in our homes.
This thematic list allows investors to invest in the connected home megatrend. We are talking about systems for improving security (setting the alarm at a fixed time, closing the shutters remotely, turning on presence detectors, controlling video surveillance), communication (turning on the TV remotely, play music or receive at fixed times certain data necessary for medical monitoring via a computer), energy management (management and storage of renewable energy, thermostat adjustment, etc.) but also interactions between connected objects (smartphone, refrigerator, connected watches, home cinema, etc.).
Our selection
 | Technology | Other Computer Hardware | 99.34B | +19.47% | |
| Consumer Cyclical | Other Appliances, Tools & Housewares | 32.5B | -3.87% | |
| Technology | Home Audio | 1.66B | -24.32% | |
| Technology | Other Phones & Handheld Devices | 803B | +53.04% | |
| Technology | Other Software | 2,984B | -18.36% | |
| Technology | Other Communications & Networking | 168B | +1.37% | |
| Technology | Search Engines | 3,670B | -3.70% | |
| Technology | Phones & Smart Phones | 3,755B | -7.92% | |
| Technology | Other Software | 2.33B | -8.36% | |
| Technology | Other Computer Hardware | 13.73B | -9.98% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,249B | -9.69% | |
| Technology | Phones & Smart Phones | 110B | -15.22% | |
| Consumer Cyclical | Games, Toys & Children Vehicles | 73.49B | -3.54% | |
| Technology | Other Semiconductors | 6.66B | +54.94% | |
| Technology | Other Communications & Networking | 307B | +1.43% | |
| Technology | Other Semiconductors | 2.88B | +0.04% | |
| Industrials | Other Electrical Components & Equipment | 49.38B | +4.33% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 33.71B | -3.85% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 25.12B | -2.92% | |
| Technology | E-commerce & Auction Services | 85.17B | -17.75% | |
| Technology | Other Internet Services | 398B | +0.93% | |
| Industrials | Other Air Freight & Logistics | 6.02B | +0.04% | |
| Healthcare | Other Healthcare Facilities & Services | 4.6B | -7.47% | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 80.14B | +9.05% | |
| Technology | Other Communications & Networking | 4.52B | -2.14% | |
| Industrials | Other Electrical Components & Equipment | 41.75B | +7.54% | |
| Technology | Other Household Electronics | 129B | -14.07% | |
| Industrials | Other Electrical Components & Equipment | 135B | +11.02% | |
| Healthcare | Veterinary Drugs | 48.74B | -8.09% | |
| Technology | Security & Surveillance | 12.56B | -8.62% | |
| Industrials | Other Electrical Components & Equipment | 165B | +5.58% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 38.31B | -1.41% | |
| Technology | Other IT Services & Consulting | 21.56B | -1.83% | |
| Technology | Other Electronic Equipment & Parts | 10.04B | -16.70% | |
| Technology | Application Software | 49.82B | -2.49% | |
| Technology | Other Household Electronics | 13.08B | +23.07% | |
| Technology | Other Household Electronics | 2.5B | -21.76% | |
| Technology | Security & Surveillance | 5.07B | -4.93% | |
| - | - | 42.74B | - | |
| Technology | TV & Video | 3.84B | +12.91% | |
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 337B | -1.36% | |
| Consumer Cyclical | Leisure Products Wholesale | 7.51B | -9.81% | |
| Technology | Other Household Electronics | 38.3B | +29.01% | |
| Consumer Cyclical | Residential Builders - Single Homes | 17.99B | -10.74% | |
| Technology | Security & Surveillance | 5.18B | -20.38% | |
| Utilities | Other Electric Utilities | 191B | +15.60% | |
| Services académiques et éducatifs | Professional & Business Education | 135M | -31.47% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 27B | +5.03% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.33B | +4.62% | |
| Consumer Cyclical | Household Appliances | 96.51M | -23.91% | |
| Technology | Other Software | 38.74B | -18.38% | |
| Consumer Cyclical | Household Appliances | 3.68B | -19.86% | |
| Technology | Satellite Service Operators | 109B | +0.89% | |
| Consumer Cyclical | Other Broadcasting | 21.13B | -14.36% | |
| - | - | 21.13B | - | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 148B | +20.50% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,482B | -13.13% | |
| Technology | Electronic Component | 2.39B | -12.97% | |
| Consumer Cyclical | Other Computer & Electronics Retailers | 1.44B | -3.43% | |
| Technology | Other Household Electronics | 48.92M | +17.59% | |
| Industrials | Testing & Measuring Equipment | 7.96M | +7.27% | |
| Technology | Advanced Electronic Equipment | 1.72M | -50.91% | |
News of the components
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Ratings ESG MSCI
- Stock Market
- Investment Themes
- Smart home
