Investment Themes

The Internet of Things

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Investment Themes

The Internet of Things (IoT) refers to the interconnection between the Internet and communicating objects, places and physical environments with a unique digital identity. Its infrastructures enable a bridge between the virtual world and physical objects through information and communication technologies.

The IoT (for "Internet of Things") is progressively built halfway between the physical web, the social web (seen as a space of socialization) and the semantic web (whose data are structured and easily interpretable by machines). The communication between our physical goods and their digital existences allows to generate new information. Connected objects produce large amounts of data whose storage and processing are part of what is known as Big Data. Interoperability, which consists in modifying the behavior of an object according to that of other objects, is one of the main characteristics of the Internet of Things. Data then passes through communication channels (Wifi, Bluetooth, RFID chip, fiber optics, 5G, etc.) to send instructions to connected objects. These can be everyday objects that are ubiquitous in our homes (television, washing machine, refrigerator, electric garage door, heating system, etc.), or more complex devices or systems such as vehicles (autonomous cars, airplanes) or even entire cities by allowing the management of lighting, wastewater and road traffic. Applications are possible in many fields to improve the efficiency, quality, safety and speed of solutions. A farmer in Michigan can now know the humidity level in his corn field in real time from his smartphone without even getting out of bed, while at the same time a bus driver in Paris sees the light in his lane turn green by simply detecting his vehicle. Virtually all domestic and industrial uses are concerned. In logistics, it can be sensors used to track goods for inventory management. In home automation, household appliances, sensors, smart meters and communicating security systems exchange information to trigger their owners' decisions. The machine is then at the service of mankind to offer them more comfort in life and productivity. We believe that this technological evolution is still in its infancy. That's why we've created this list of listed companies that stand to benefit from the widespread adoption of the Internet of Things. We find companies involved in 5G telecom and fiber optic infrastructure, semiconductor and sensor manufacturing, integrated solutions for smart homes and cars, and industrial internet applications.

Our selection

Technology
Other Software
1.1B -15.64%
Technology
Other Semiconductors
5.61B +46.24%
Technology
Integrated Circuits
8.51B -9.30%
- - 70.55B -
Technology
Laptop & Desktop Computers
14.29B +85.07%
Technology
Integrated Circuits
182B +161.54%
Technology
Electronic Component
476M -0.66%
Technology
Other IT Services & Consulting
204B -28.70%
Technology
Other Office Equipment
343M +23.59%
Industrials
Other Electrical Components & Equipment
1.47B -18.77%
Technology
Other Communications & Networking
462B +45.10%
Technology
Other Communications & Networking
46.55B +19.18%
Industrials
Other Electrical Components & Equipment
42.47B +10.45%
Industrials
Other Electrical Components & Equipment
52.27B +18.72%
Industrials
Other Electrical Components & Equipment
176B +15.01%
Industrials
Other Electrical Components & Equipment
76.22B +2.66%
Technology
Other Semiconductors
191B +44.16%
Technology
Other IT Services & Consulting
1.65B +0.79%
Industrials
Other Heavy Electrical Equipment
192B +40.46%
Industrials
Heating, Ventilation & Air Conditioning Systems
88.61B +19.22%
Technology
Other Semiconductors
188B +4.05%
Technology
Other Communications & Networking
6.86B -15.13%
Industrials
Testing & Measuring Equipment
4.13B -17.33%
Technology
Other Semiconductors
71.67B +28.54%
Technology
Other Semiconductors
49.08B +97.43%
Technology
Security & Surveillance
4.88B -16.11%
Technology
Phones & Smart Phones
4,624B +20.47%
Technology
Other Electronic Equipment & Parts
6.5B +34.12%
Industrials
Other Electrical Components & Equipment
117B +87.99%
Technology
Search Engines
4,375B +18.50%
Technology
Other Semiconductors
62.41B +162.39%
Consumer Cyclical
Internet & Mail Order Department Stores
2,662B +10.46%
Technology
Other Software
4.7B +70.80%
Technology
Other Semiconductors
16.47B +73.39%
Healthcare
Other Medical Equipment, Supplies & Distribution
28.6B +9.58%
Technology
Other Semiconductors
3.2B -2.77%
Technology
Other Communications & Networking
4.08B -12.89%
Technology
Broadcasting Equipment
4.19B -27.77%
Technology
Application Software
14.15B -29.05%
Technology
Memory Chips (RAM)
11.4B +11.97%
Technology
Other Software
2.58B +2.41%
Technology
Other Electronic Equipment & Parts
3.7B -9.55%
Technology
Phones & Smart Phones
85.37B -31.91%
Technology
Other Semiconductors
36.48B +70.90%
Technology
Integrated Circuits
3.37B +22.73%
Technology
Other Communications & Networking
130M -23.47%
Technology
Other IT Services & Consulting
3.27B +96.46%
Technology
Other Computer Hardware
396M +59.69%
Technology
Other Electronic Equipment & Parts
12.39B +5.09%
Technology
Other IT Services & Consulting
2.56B -55.87%
Technology
Other Semiconductors
7.19B +66.94%
Technology
Other Communications & Networking
2.55B +47.84%
Technology
Security & Surveillance
5.58B +1.05%
Technology
Cloud Computing Services
99.59B +38.49%
Technology
Other Software
337M -0.74%
Technology
Other Semiconductors
542B +179.11%
Technology
RFID Systems
4.4B -16.95%
Technology
Satellite Service Operators
10.32B -
Technology
Other IT Services & Consulting
151M -56.33%
Industrials
Other Aerospace & Defense
953M +29.60%
Technology
Security & Surveillance
1.43B -8.22%
Technology
Other Semiconductors
2.36B +138.09%
Technology
Other Wireless Telecommunications Services
163M +119.43%
Technology
Network Equipment
617M -8.89%
Technology
Integrated Hardware & Software
187M -52.45%
Technology
Other Communications & Networking
1.56B -.--%

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  1. Stock Market
  2. Investment Themes
  3. The Internet of Things