Investment Themes
Developed in 2008 by the mysterious Satoshi Nakamoto, it primarily allows the storage and transmission of information via a complex cryptographic process. Cryptography is the art of encrypting information to make it unintelligible except to those who have the key to decode it. Its characteristics - immutability, scalability, interoperability, transparency and high level of security among others - have seduced over the years a large number of public and private actors. With Bitcoin spearheading the democratization of blockchain for many years, companies related in some way to digital assets have expanded greatly in recent times. The number of wallets holding digital currencies is steadily increasing and the adoption of crypto-assets internationally is growing. Although a global regulatory framework is yet to be established for the use of digital assets, blockchain, on the other hand, is gaining universal acceptance. Estimates of corporate adoption of this technology are exponential over the next few years. We are at the beginning of the use of blockchain in all spheres of the economy and the field of possibilities is now open by allowing to reimagine each sector under the prism of this technology. This thematic list highlights the most committed players and the companies that can take full advantage of this technological potential. The first companies involved that use blockchain are closely related to the IT, cryptocurrency mining, Internet of Things, online payment, video games or cloud computing sectors.
Our selection
| Technology | Miscellaneous Fintech Infrastructure | 4.48B | +29.86% | ||
| Industrials | Transaction & Payment Services | 599B | -10.44% | ||
| Technology | Internet Security & Transactions Services | 462B | -9.20% | ||
| Technology | Other Semiconductors | 4,442B | -1.98% | ||
| Industrials | Transaction & Payment Services | 37.09B | -30.99% | ||
| Technology | Cryptocurrency Mining | 3B | -11.80% | ||
| Industrials | Transaction & Payment Services | 29.83B | -23.49% | ||
| Financials | Other Consumer Lending | 24.98B | -25.10% | ||
| Technology | Financial Technology (Fintech) (NEC) | 68.47B | -32.83% | ||
| Technology | Cryptocurrency Mining | 5.66B | +20.13% | ||
| Technology | Cryptocurrency Mining | 569M | -6.88% | ||
| - | - | 5.82B | - | ||
| Technology | E-commerce & Auction Services | 344M | -8.61% | ||
| - | - | 4.17B | - | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 43.39B | -27.34% | ||
| Technology | Security Software | 108B | -8.35% | ||
| Technology | Cryptocurrency Mining | 1.29B | -9.29% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 151M | -10.63% | ||
| Technology | Financial Technology (Fintech) (NEC) | 79.01M | -0.87% | ||
| Technology | Enterprise Software | 44.48B | -11.89% | ||
| Technology | Financial Technology (Fintech) (NEC) | 753M | -3.77% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 37.12M | +6.52% | ||
| Technology | Cryptocurrency Mining | 554M | -14.41% | ||
| Technology | Integrated Hardware & Software | 959M | -18.26% | ||
| - | - | 15.67M | - | ||
| Technology | Cryptocurrency Mining | 15.5M | +23.70% | ||
| Technology | Cryptocurrency Mining | 2.52B | -2.67% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 1.76B | -9.71% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 325M | -28.90% | ||
| Technology | Enterprise Software | 2.11M | +14.29% | ||
| Financials | Other Banks | 3.53M | +9.09% | ||
| Technology | Other Software | 6.22M | +6.28% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 3.1M | -.--% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 3.52M | -.--% | ||
| Technology | Cryptocurrency Mining | 1.71M | 0.00% | ||
| - | - | 9.35M | - | ||
| Financials | Venture Capital | 43.71M | -1.05% | ||
| Financials | Brokerage Services | 11.59M | -6.47% | ||
| Technology | Other IT Services & Consulting | 24.55M | -6.88% | ||
| Technology | Financial Technology (Fintech) (NEC) | 11.56M | -6.90% | ||
| Technology | Cryptocurrency Mining | 2.68M | -13.90% | ||
| Technology | Processors | 60.11M | -11.89% | ||
| Technology | Scientific & Super Computers | 16.69M | -16.67% | ||
| Technology | Enterprise Software | 3.49M | -16.67% | ||
| Technology | Other IT Services & Consulting | 364M | -18.34% | ||
| Industrials | Transaction & Payment Services | 7.64M | -21.33% | ||
| Technology | Technology Consulting & Outsourcing Services | 163M | -22.18% | ||
| Technology | Other Software | 509K | -19.10% | ||
| Industrials | Transaction & Payment Services | 33.42M | -21.62% | ||
| Technology | Blockchain Technology (Software) | 7.98M | -48.79% | ||
| Industrials | Transaction & Payment Services | 2.34M | -50.00% | ||
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Heatmap
Calendar of the components
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- The actors of blockchain and cryptography
















