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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
| Healthcare | Other Healthcare Facilities & Services | 5.22B | +36.53% | ||
| Technology | Search Engines | 2,139B | -6.94% | ||
| Technology | Phones & Smart Phones | 173B | +50.58% | ||
| Technology | Other Computer Hardware | 76.98B | -3.81% | ||
| Technology | Other Communications & Networking | 120B | -15.15% | ||
| Technology | E-commerce & Auction Services | 120B | +39.55% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 36.91B | +9.87% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 48.45B | -4.93% | ||
| Technology | Other Internet Services | 517B | +36.38% | ||
| Technology | Other Software | 3,559B | +12.91% | ||
| Technology | Other Software | 2.86B | -6.04% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,264B | -2.94% | ||
| Consumer Cyclical | Other Appliances, Tools & Housewares | 30.58B | -14.16% | ||
| Technology | Other Communications & Networking | 258B | +9.03% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 32.49B | +6.36% | ||
| Industrials | Other Electrical Components & Equipment | 143B | -8.49% | ||
| Technology | Phones & Smart Phones | 2,975B | -21.16% | ||
| Technology | Electronic Component | 3.11B | -13.58% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 95.54B | +27.54% | ||
| Technology | Security & Surveillance | 11.93B | +5.13% | ||
| Technology | Other Household Electronics | 158B | +10.86% | ||
| Industrials | Other Electrical Components & Equipment | 129B | -1.32% | ||
| Industrials | Other Electrical Components & Equipment | 33.4B | +16.87% | ||
| Industrials | Other Electrical Components & Equipment | 41.55B | -0.90% | ||
| Technology | Other Phones & Handheld Devices | 287B | +9.59% | ||
| Technology | Other Household Electronics | 24.68B | -8.79% | ||
| - | - | 42.14B | - | ||
| Technology | Other IT Services & Consulting | 26.46B | +35.81% | ||
| Technology | Other Communications & Networking | 4.38B | -4.28% | ||
| Healthcare | Veterinary Drugs | 75.16B | +1.76% | ||
| Technology | Other Computer Hardware | 12.94B | -7.22% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.16B | -8.46% | ||
| Technology | TV & Video | 3.04B | +50.55% | ||
| Technology | Security & Surveillance | 3.13B | -9.85% | ||
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 361B | -7.73% | ||
| Technology | Satellite Service Operators | 132B | -5.58% | ||
| Consumer Cyclical | Leisure Products Wholesale | 11.12B | -14.58% | ||
| Industrials | Other Air Freight & Logistics | 5B | -1.00% | ||
| Technology | Application Software | 37.63B | +2.02% | ||
| Technology | Other Electronic Equipment & Parts | 14.88B | -25.55% | ||
| Technology | Other Household Electronics | 3.06B | -32.50% | ||
| Consumer Cyclical | Residential Builders - Single Homes | 21.93B | -10.79% | ||
| Utilities | Other Electric Utilities | 152B | +3.14% | ||
| Services académiques et éducatifs | Professional & Business Education | 295M | -40.09% | ||
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,028B | -20.63% | ||
| Consumer Cyclical | Other Computer & Electronics Retailers | 1.73B | +50.85% | ||
| Consumer Cyclical | Other Broadcasting | 24.06B | +5.01% | ||
| - | - | 24.06B | - | ||
| Technology | Other Household Electronics | 9.51B | -13.53% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 145B | -0.12% | ||
| Technology | Other Semiconductors | 2.47B | -17.61% | ||
| Technology | Other Semiconductors | 4.6B | +12.33% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 68.17B | +29.89% | ||
| Technology | Security & Surveillance | 6.83B | +18.02% | ||
| Consumer Cyclical | Household Appliances | 4.87B | -19.79% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 22.77B | -18.50% | ||
| Technology | Home Audio | 1.22B | -33.78% | ||
| Technology | Other Software | 42.88B | +27.53% | ||
| Consumer Cyclical | Household Appliances | 94.81M | -5.48% | ||
| Technology | Other Household Electronics | 95.48M | -35.59% | ||
| Industrials | Testing & Measuring Equipment | 11.25M | +8.70% | ||
| Technology | Advanced Electronic Equipment | 105M | -57.74% | ||
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Smart home
