Investment Themes
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% | ||
News of the components
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