Investment Themes

Smart City, investing in a megatrend

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Investment Themes

The path of modernity opens the way to a more connected, safer and more ecological city. The smart city aims to improve the quality of life of city dwellers by making urban spaces more adaptive and efficient on a daily basis.

To achieve this, urban development relies on an ecosystem of intelligent objects and services thanks to new technologies. This management method covers all aspects of a city, starting with public and private infrastructures (buildings, street furniture, home automation), networks (water, gas, electricity, telecoms, waste management), transport (soft mobility, public transport, roads, intelligent cars) and e-services. The smart city market has been growing rapidly for several years. While the rural exodus is accelerating, urbanization is in full swing. According to UN estimates, two out of three people will be living in cities by 2030. The need to reorganize urban spaces is closely linked to the migration, climate and technological challenges of our century. This thematic list identifies the main actors of tomorrow's smart cities. Regularly updated, this list includes about 100 companies with sufficient capitalization and liquidity and solid fundamentals.

Our selection

Consumer Non-Cyclical
Other Personal Services
4.54B +12.01%
Basic Materials
Other Steel
51.81B +39.48%
Technology
Other Software
2.41B -7.22%
Technology
Security Software
3.78B +69.88%
Industrials
Other Construction & Engineering
68.61B +109.19%
Industrials
Other Industrial Machinery & Equipment
8.41B +3.09%
Technology
Other IT Services & Consulting
35.57B -20.90%
Technology
Application Software
51.59B -17.40%
Technology
Other Semiconductors
78.65B +76.62%
Industrials
Other Electrical Components & Equipment
27.48B +66.67%
Technology
Other Internet Services
5.48B -25.92%
Consumer Cyclical
Internet & Mail Order Department Stores
2,933B +18.14%
Technology
Other Communications & Networking
77.5B +134.37%
Technology
Other Software
3,084B -14.16%
Technology
Semiconductor Testing Equipment & Service
56.32B +85.87%
Industrials
Management Consulting Services
5.11B -18.85%
Technology
Other Semiconductors
5,228B +15.39%
Technology
Other Semiconductors
149B +100.20%
Technology
Other Electronic Equipment & Parts
23.41B +28.58%
Technology
Internet Security & Transactions Services
438B -13.21%
Technology
Security Software
83.51B +43.65%
Technology
Network Equipment
3.14B +44.38%
Technology
Enterprise Software
3.84B +58.00%
Technology
Other IT Services & Consulting
3.8B +0.21%
Technology
Application Software
16.94B -15.82%
Technology
Other Electronic Equipment & Parts
11.56B +80.70%
Industrials
Other Electrical Components & Equipment
4.63B +0.46%
Industrials
Other Industrial Machinery & Equipment
16.77B +56.08%
Industrials
Other Heavy Electrical Equipment
191B +38.50%
Technology
Other Semiconductors
3.34B +7.71%
Industrials
Industrial Machinery & Equipment Wholesale
50.71B +10.07%
Industrials
Other Electrical Components & Equipment
53.27B +13.19%
Industrials
Other Industrial Machinery & Equipment
10.16B +1.39%
Technology
Other Communications & Networking
381B +25.37%
Technology
Other Software
2.35B -6.70%
Industrials
Other Industrial Machinery & Equipment
111B -0.01%
Industrials
Heating, Ventilation & Air Conditioning Systems
103B +19.78%
Industrials
Other Electrical Components & Equipment
48.15B +22.99%
Technology
Enterprise Software
14.17B -22.40%
Technology
Enterprise Software
564B +0.53%
Technology
Other Electronic Equipment & Parts
130B +48.50%
Technology
Other Internet Services
154B -7.66%
Industrials
Testing & Measuring Equipment
4.86B +56.48%
Technology
Security Software
169B +12.86%
Technology
Other Semiconductors
7.17B +66.37%
Technology
Other IT Services & Consulting
6.86B -20.82%
Industrials
Other Construction & Engineering
3.14B +23.44%
Industrials
Other Construction & Engineering
2.46B +23.34%
Technology
Other IT Services & Consulting
2.49B -2.07%
Technology
Other IT Services & Consulting
1.92B +0.89%
Technology
Other IT Services & Consulting
14.28B -26.37%
Consumer Non-Cyclical
Child Care & Family Services
3.73B -30.38%
Technology
Advanced Electronic Equipment
61.79B +77.32%
Industrials
Other Environmental Services & Equipment
6.04B +36.23%
Industrials
Building Contractors
5.93B -15.19%
Utilities
Other Water Utilities
12.85B +12.33%
Industrials
Civil Engineers & Architects
5.04B -14.98%
- - 35.79B -
Industrials
Transaction & Payment Services
40.02B -22.29%
Utilities
Other Natural Gas Utilities
30.19B +7.90%
Energy
Stationary Fuel Cells
1.25B +62.00%
Industrials
Heating, Ventilation & Air Conditioning Systems
85.12B +16.51%
Industrials
Other Industrial Machinery & Equipment
12.41B -26.23%
Industrials
Other Business Support Services
13.98B -10.59%
Technology
Other IT Services & Consulting
216B -22.43%
Industrials
Other Industrial Machinery & Equipment
27.03B -16.49%
Technology
Other Electronic Equipment & Parts
3.63B -11.84%
Technology
Other Software
13.69B -28.50%
Technology
Other Semiconductors
51.3B +118.52%
Technology
Other Communications & Networking
7.23B -12.18%
Industrials
Testing & Measuring Equipment
3.46B -32.05%
Technology
Integrated Circuits
4.29B -21.43%
Technology
Enterprise Software
1.6B +222.91%
Technology
Other Wireless Telecommunications Services
37.27B +19.99%
Industrials
Aerospace & Defense Electronics
5.26B -20.42%
Industrials
Other Construction & Engineering
22.79B +13.28%
Industrials
Other Construction & Engineering
21.23B -13.28%
Industrials
Other Construction & Engineering
9.96B -7.67%
Technology
Mobile Application Software
705M +47.96%
Industrials
Elevator & Conveying Equipment
31.2B -15.55%
Utilities
Other Water Utilities
12.91B +16.37%
Technology
Other Communications & Networking
63.82B +0.17%
Technology
Other Communications & Networking
39.59B +20.97%
Technology
Other Communications & Networking
2.76B -18.31%
Technology
Other Communications & Networking
72.26B +96.43%
Technology
Other Wireless Telecommunications Services
4.82B +4.01%
Utilities
Water Supply & Irrigation Systems
24.42B -4.18%
Technology
Other Communications & Networking
11.98B +187.37%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Smart City, investing in a megatrend