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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
 | Consumer Cyclical | Other Appliances, Tools & Housewares | 33.52B | -1.49% | |
| Technology | Home Audio | 1.87B | -11.67% | |
| Technology | Other Computer Hardware | 77.86B | -6.67% | |
| Technology | Other Phones & Handheld Devices | 801B | +51.13% | |
| Technology | Other Software | 2,980B | -17.02% | |
| Technology | Other Semiconductors | 6.83B | +58.58% | |
| Technology | Other Computer Hardware | 13.06B | -16.48% | |
| Technology | Search Engines | 3,700B | -2.33% | |
| Technology | Phones & Smart Phones | 3,755B | -5.91% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,134B | -13.88% | |
| Technology | Other Software | 2.31B | -9.09% | |
| Technology | Phones & Smart Phones | 122B | -6.72% | |
| Technology | Other Communications & Networking | 178B | +8.06% | |
| Consumer Cyclical | Games, Toys & Children Vehicles | 63.59B | -20.25% | |
| Technology | Other Internet Services | 325B | -18.01% | |
| Technology | Other Communications & Networking | 5.88B | +28.37% | |
| Healthcare | Other Healthcare Facilities & Services | 5.62B | +11.17% | |
| Technology | Other Communications & Networking | 304B | -0.23% | |
| Industrials | Other Electrical Components & Equipment | 52.89B | +11.91% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 26.95B | +5.50% | |
| Industrials | Other Electrical Components & Equipment | 46.35B | +18.19% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 36.79B | +4.85% | |
| Technology | E-commerce & Auction Services | 101B | -1.29% | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 85.22B | +16.28% | |
| Technology | Security & Surveillance | 15.44B | +12.74% | |
| Technology | Other Household Electronics | 139B | -10.34% | |
| Consumer Cyclical | Leisure Products Wholesale | 9.9B | +16.21% | |
| Technology | Security & Surveillance | 6.29B | -4.09% | |
| Technology | Other Electronic Equipment & Parts | 13.02B | +8.98% | |
| Healthcare | Veterinary Drugs | 53.46B | +0.66% | |
| Industrials | Other Electrical Components & Equipment | 175B | +9.41% | |
| Industrials | Other Electrical Components & Equipment | 151B | +22.21% | |
| Technology | Other IT Services & Consulting | 20.09B | -9.85% | |
| - | - | 21.2B | - | |
| Consumer Cyclical | Other Broadcasting | 21.2B | -13.16% | |
| Technology | Other Household Electronics | 2.88B | -13.36% | |
| Technology | Other Household Electronics | 13.87B | +27.53% | |
| Consumer Cyclical | Residential Builders - Single Homes | 20.97B | +2.94% | |
| Industrials | Other Air Freight & Logistics | 7.5B | +24.45% | |
| Technology | TV & Video | 4.06B | +21.58% | |
| Technology | Other Household Electronics | 37.11B | +17.82% | |
| Utilities | Other Electric Utilities | 195B | +16.84% | |
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 389B | +13.64% | |
| - | - | 51.11B | - | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 38.51B | -5.44% | |
| Consumer Cyclical | Household Appliances | 93.11M | -25.54% | |
| Consumer Cyclical | Household Appliances | 5.01B | +22.94% | |
| Technology | Other Semiconductors | 3.52B | +22.68% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 29.52B | +11.36% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.35B | +2.41% | |
| Technology | Satellite Service Operators | 114B | +5.62% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,566B | -7.18% | |
| Technology | Application Software | 50.21B | -1.82% | |
| Technology | Security & Surveillance | 5.36B | +2.02% | |
| Technology | Other Software | 35.86B | -24.36% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 153B | +23.73% | |
| Technology | Electronic Component | 2.64B | -4.86% | |
| Consumer Cyclical | Other Computer & Electronics Retailers | 1.21B | -18.37% | |
| Services académiques et éducatifs | Professional & Business Education | 205M | +5.84% | |
| Technology | Other Household Electronics | 55.07M | +14.13% | |
| Industrials | Testing & Measuring Equipment | 7.96M | +7.27% | |
| Technology | Advanced Electronic Equipment | 1.72M | -50.91% | |
News of the components
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Heatmap
Calendar of the components
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Ratings ESG MSCI
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- Smart home
