Investment Themes

The actors of blockchain and cryptography

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Investment Themes

We can consider it one of the least understood technologies of our digital age. Blockchain has been widely democratized by the rise of cryptocurrencies. Blockchain proposes to retain the original purpose of the internet, that of being a window to the world while preserving one's privacy in the age of self exposure.

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

  1. Stock Market
  2. Investment Themes
  3. The actors of blockchain and cryptography