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

Technology
Network Equipment
2.03B -9.67%
Industrials
Other Construction & Engineering
2.76B +10.13%
Technology
Other Internet Services
7.27B -7.54%
Technology
Other IT Services & Consulting
48B +9.89%
Technology
Other Electronic Equipment & Parts
4.47B +5.83%
Technology
Other Communications & Networking
4.33B +5.50%
Industrials
Other Industrial Machinery & Equipment
8.44B +5.34%
Industrials
Other Construction & Engineering
39.83B +19.55%
Technology
Other Internet Services
172B +0.86%
Technology
Other Electronic Equipment & Parts
18.83B +2.83%
Consumer Cyclical
Internet & Mail Order Department Stores
2,505B +3.62%
Technology
Other Semiconductors
70.48B -5.24%
Technology
Application Software
19.59B -6.75%
Industrials
Other Construction & Engineering
11.43B +8.07%
Technology
Semiconductor Testing Equipment & Service
35.89B +18.07%
Consumer Non-Cyclical
Other Personal Services
4.3B +0.81%
Industrials
Testing & Measuring Equipment
5.07B -3.26%
Technology
Other Communications & Networking
32.4B -2.28%
Technology
Application Software
57.08B -9.55%
Technology
Security Software
57.72B +3.05%
Technology
Other Semiconductors
51.58B +16.49%
Technology
Other Semiconductors
2.97B -5.28%
Industrials
Other Electrical Components & Equipment
18B +8.02%
Technology
Other Software
2.52B -4.13%
Technology
Other Semiconductors
4,491B +0.53%
Technology
Other Software
3,353B -3.15%
Technology
Internet Security & Transactions Services
479B -8.37%
Industrials
Management Consulting Services
5.89B -6.69%
Technology
Security Software
2.25B +1.83%
- - 791M -
Technology
Other IT Services & Consulting
1.79B +0.76%
Consumer Non-Cyclical
Child Care & Family Services
5.31B -7.68%
Industrials
Other Electrical Components & Equipment
4.48B -0.42%
Basic Materials
Other Steel
41.26B +10.70%
Industrials
Other Industrial Machinery & Equipment
34.79B +3.34%
Industrials
Transaction & Payment Services
53.47B -2.98%
Industrials
Other Industrial Machinery & Equipment
119B +5.34%
Industrials
Other Electrical Components & Equipment
51.09B +7.28%
Technology
Other Communications & Networking
294B -3.19%
Industrials
Heating, Ventilation & Air Conditioning Systems
86.51B -0.35%
Industrials
Other Industrial Machinery & Equipment
14.28B +34.83%
Technology
Other Semiconductors
4.98B +10.22%
Technology
Enterprise Software
512B -8.86%
Technology
Other Electronic Equipment & Parts
7.48B +15.02%
Energy
Stationary Fuel Cells
802M +4.57%
Industrials
Industrial Machinery & Equipment Wholesale
51.41B +9.58%
Industrials
Other Electrical Components & Equipment
38.58B +0.55%
Technology
Security Software
127B -1.60%
Technology
Other Software
18.96B -4.54%
Technology
Enterprise Software
2.32B -6.61%
Industrials
Other Heavy Electrical Equipment
137B +0.91%
Technology
Integrated Circuits
5.64B +1.71%
Energy
Photovoltaic Solar Systems & Equipment
25.72B -7.22%
Technology
Other Electronic Equipment & Parts
90.85B +4.96%
Technology
Other Communications & Networking
8.5B +1.61%
Industrials
Other Environmental Services & Equipment
5.06B +16.27%
Technology
Wireless Telecom
20.01B -1.76%
Industrials
Other Business Support Services
16.54B +4.13%
Technology
Other Communications & Networking
31.68B +4.64%
Industrials
Other Construction & Engineering
20.37B +0.32%
Technology
Other IT Services & Consulting
18.9B -3.36%
Technology
Other Communications & Networking
3.7B +2.42%
Industrials
Heating, Ventilation & Air Conditioning Systems
70.09B -5.49%
Industrials
Commuting Services
1.35B -2.52%
Technology
Enterprise Software
17.01B -9.52%
Industrials
Civil Engineers & Architects
5.8B -2.52%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
15.35B -2.70%
Real Estate
Residential REITs
23.19B -2.31%
Technology
Other IT Services & Consulting
13.96B +9.94%
Real Estate
Residential REITs
24.86B -1.92%
- - 39.95B -
Utilities
Other Natural Gas Utilities
26.75B -1.53%
Industrials
Other Construction & Engineering
5.53B +10.40%
Technology
Telecommunications Network Infrastructure
1.84B +6.56%
Industrials
Other Industrial Machinery & Equipment
10.82B +4.90%
Real Estate
Mortgage REITs
752M +13.56%
Industrials
Pump & Pumping Equipment
4.55B +5.04%
Technology
Other IT Services & Consulting
3.76B -1.48%
Industrials
Other Construction & Engineering
26.39B +8.14%
Technology
Other IT Services & Consulting
23.31B +3.37%
Technology
Other Communications & Networking
66.2B +3.99%
Utilities
Other Water Utilities
11.1B -0.13%
Industrials
Other Electrical Components & Equipment
130B +4.36%
Technology
Other Wireless Telecommunications Services
167B -5.52%
Industrials
Building Contractors
8.21B +14.61%
Industrials
Other Construction & Engineering
2.07B +1.84%
Technology
Security & Surveillance
6.68B -0.19%
Real Estate
Residential Real Estate Development
1.9B +3.95%
Industrials
Other Industrial Machinery & Equipment
17.7B +2.82%
Utilities
Water Supply & Irrigation Systems
25.67B -0.11%
Technology
Other Integrated Telecommunications Services
150B -2.17%
Utilities
Other Water Utilities
11.5B +0.90%
Technology
Other Wireless Telecommunications Services
207B -8.46%
Technology
Other Communications & Networking
36.57B +2.33%

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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. Smart City, investing in a megatrend