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Investment Themes
The connected house or smart house is no longer a far-fetched and inaccessible idea for the general public. For a few years now, it has been at the heart of real estate projects, construction, renovation or just improvement of our interiors.
With the evolution of the smart home beginning to influence all areas of our daily lives, it is already changing the way we shop, work, communicate and entertain ourselves. It's making your home more secure, saving you energy and improving your comfort, while saving you time. A new intelligent ecosystem is already starting to develop in our homes.
This thematic list allows investors to invest in the connected home megatrend. We are talking about systems for improving security (setting the alarm at a fixed time, closing the shutters remotely, turning on presence detectors, controlling video surveillance), communication (turning on the TV remotely, play music or receive at fixed times certain data necessary for medical monitoring via a computer), energy management (management and storage of renewable energy, thermostat adjustment, etc.) but also interactions between connected objects (smartphone, refrigerator, connected watches, home cinema, etc.).
Our selection
 | Technology | Other Computer Hardware | 314B | +278.38% | |
| Technology | Home Audio | 2.1B | -0.54% | |
| Technology | TV & Video | 5.02B | +47.50% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,746B | +5.99% | |
| Technology | Search Engines | 3,957B | -9.84% | |
| Technology | Other Communications & Networking | 435B | +40.89% | |
| Technology | Other Communications & Networking | 235B | +40.81% | |
| Technology | Other Phones & Handheld Devices | 1,151B | +93.49% | |
| Technology | Other Communications & Networking | 4.17B | -8.57% | |
| Technology | Other Internet Services | 255B | -34.24% | |
| Technology | Other Software | 3,944B | +8.83% | |
| Technology | Phones & Smart Phones | 5,018B | +28.68% | |
| Technology | Other Household Electronics | 55.89B | +82.01% | |
| Technology | Other Electronic Equipment & Parts | 18.2B | +55.02% | |
| - | - | 44.64B | - | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 29.67B | +19.66% | |
| Technology | E-commerce & Auction Services | 84.82B | -18.34% | |
| Healthcare | Other Healthcare Facilities & Services | 4.69B | -0.05% | |
| Technology | Other Household Electronics | 147B | -2.19% | |
| Industrials | Other Electrical Components & Equipment | 155B | +5.41% | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 95.31B | +30.98% | |
| Industrials | Other Electrical Components & Equipment | 56.89B | +21.89% | |
| Industrials | Other Electrical Components & Equipment | 38.71B | +5.78% | |
| Technology | Other Computer Hardware | 13.74B | +0.15% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 35.18B | +4.71% | |
| Technology | Other IT Services & Consulting | 27.54B | +25.63% | |
| Technology | Other Household Electronics | 20.29B | +68.88% | |
| Technology | Other Software | 3.19B | +29.28% | |
| Technology | Phones & Smart Phones | 84.12B | -34.66% | |
| Technology | Security & Surveillance | 15.23B | +16.64% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 34.2B | -11.27% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 26.41B | +4.48% | |
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 317B | -5.44% | |
| Consumer Cyclical | Other Appliances, Tools & Housewares | 25.3B | -24.76% | |
| Industrials | Other Air Freight & Logistics | 5.66B | -5.41% | |
| Consumer Cyclical | Games, Toys & Children Vehicles | 60.56B | -23.00% | |
| Industrials | Other Electrical Components & Equipment | 153B | +22.84% | |
| Technology | Other Semiconductors | 7.4B | +69.72% | |
| Consumer Cyclical | Leisure Products Wholesale | 7.11B | -11.89% | |
| Technology | Satellite Service Operators | 76.6B | -26.35% | |
| Services académiques et éducatifs | Professional & Business Education | 208M | +12.34% | |
| Consumer Cyclical | Residential Builders - Single Homes | 15.32B | -18.48% | |
| Utilities | Other Electric Utilities | 170B | +2.12% | |
| - | - | 22.59B | - | |
| Consumer Cyclical | Other Leisure & Recreation | 22.59B | -7.40% | |
| Technology | Other Software | 36.52B | -24.93% | |
| Technology | Security & Surveillance | 5.41B | +22.99% | |
| Technology | Other Household Electronics | 2.32B | -28.54% | |
| Healthcare | Veterinary Drugs | 32.15B | -37.74% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,598B | -10.08% | |
| Consumer Cyclical | Household Appliances | 1.8B | -60.06% | |
| Technology | Other Semiconductors | 4.63B | +59.33% | |
| - | - | 69.58B | - | |
| Technology | Security & Surveillance | 2.78B | -46.75% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 804M | -40.16% | |
| Technology | Security & Surveillance | 1.47B | +3.04% | |
| Consumer Cyclical | Household Appliances | 91.67M | -24.46% | |
| Technology | Electronic Component | 2.72B | +0.32% | |
| Technology | Other Household Electronics | 67.9M | +41.55% | |
| Industrials | Testing & Measuring Equipment | 6.55M | -9.09% | |
News of the components
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