Investment Themes

The rise of 5G technology

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Investment Themes

The 5G craze is primarily based on the need for a versatile network standard capable of meeting the needs of enhanced mobile broadband connectivity, massive IoT and mission-critical communications. The growth in the number of mobile users, the increase in mobile data traffic and the emergence of new data-hungry technologies have driven demand for higher transmission speeds and improved accessibility. Enhanced cellular networks are also needed to support emerging technologies such as autonomous driving and industrial automation, which require more reliable networks.

Rapid growth in mobile data traffic (30% CAGR to 2026) is driven by increased consumption of data-intensive content. This creates an imperative need for cellular networks offering superior data rates, efficiency and capacity. This is why improved capacity is a key differentiator between 5G and 4G LTE. While LTE can deliver hundreds of Mbps, 5G is expected to offer Gbps speeds thanks to increased spectral capacity and the use of millimeter waves. 5G is also attractive for fixed wireless access (FWA) networks, which can complement or replace fiber-to-the-home connections.

5G is not only faster than 4G, it also offers more secure connectivity thanks to 256-bit encryption, enhancing the security of corporate data compared to 4G with 128-bit encryption. It's also more secure than unsecured public Wi-Fi networks, which can expose businesses to cyberattacks such as ransomware and hacking.

5G enables increased bandwidth, reducing delays when employees transfer or download files. Bandwidth, as distinct from speed, measures the amount of information that can be sent or received simultaneously, and is particularly useful for professions dealing with large volumes of data, such as architects or engineers using CAD, data modeling or 3D visualization files.

The benefits of improved network technology are not limited to the telecoms sector. Enhanced connectivity is also needed for emerging technologies requiring higher transmission speeds, reduced latency and reliable connections to support data-intensive transmissions and mission-critical applications, such as autonomous driving, massive connections with the Internet of Things (IoT), industrial automation (Industry 4.0) and virtual and augmented reality (AR/VR).

The first commercial deployments of 5G networks took place at the end of 2018. Deploying new mobile communications networks requires significant investment, and 5G is already transforming many industries today, offering substantial growth opportunities for leading technology companies.

This thematic list features most of the listed companies - from start-ups to well-established multinationals - that are benefiting from the global adoption of 5G.

Our selection

Technology
Other Semiconductors
17TCr +29.21%
Technology
Other Semiconductors
4,46800Cr +0.93%
Technology
Phones & Smart Phones
3,82400Cr -4.31%
Technology
Other Communications & Networking
6.89TCr +114.90%
Technology
Other Semiconductors
1,68000Cr +7.32%
Technology
Other Semiconductors
10TCr +50.80%
Technology
Other Communications & Networking
6.38TCr +144.17%
Technology
Other Communications & Networking
18TCr +11.86%
Technology
Search Engines
3,84100Cr +1.33%
Technology
Semiconductor Testing Equipment & Service
23TCr +43.09%
Consumer Cyclical
Internet & Mail Order Department Stores
2,50800Cr +3.05%
Technology
Other Semiconductors
39TCr +14.00%
Technology
Other Communications & Networking
33TCr +6.87%
Technology
Display Screens
15TCr +95.31%
Technology
Electronic Component
5.55TCr +65.05%
Technology
Other IT Services & Consulting
692.65Cr -21.20%
Technology
Advanced Electronic Equipment
5.54TCr +58.40%
Technology
Other Semiconductors
740.07Cr -5.76%
Technology
Other IT Services & Consulting
1.53TCr +13.41%
Technology
Other Communications & Networking
3.97TCr +22.46%
Technology
Other Semiconductors
5.2TCr -5.99%
Technology
Other Communications & Networking
897.96Cr +11.48%
Financials
Investment Management
284.95Cr +1.43%
Technology
Other Semiconductors
1.45TCr +43.73%
Technology
Other Communications & Networking
5.28TCr +44.19%
Technology
Other Integrated Telecommunications Services
23TCr -0.73%
Industrials
Other Electrical Components & Equipment
76Cr +52.26%
Technology
Other Wireless Telecommunications Services
19TCr +6.12%
Technology
Other Integrated Telecommunications Services
20TCr +13.34%
Real Estate
Other Specialized REITs
10TCr +34.14%
Technology
Wireless Telecom
1.78TCr -13.32%
Technology
Other Semiconductors
14TCr -24.57%
Technology
Other IT Services & Consulting
1.61TCr +8.50%
Technology
Other Computer Hardware
3.29TCr +3.46%
Real Estate
Other Specialized REITs
6.47TCr +21.69%
Technology
Other Communications & Networking
319.43Cr -9.20%
Industrials
Other Electrical Components & Equipment
21TCr -4.06%
Technology
Other Communications & Networking
204.72Cr +24.39%
Technology
Other Wireless Telecommunications Services
22TCr -3.84%
Technology
Integrated Circuits
850.7Cr -11.02%
Technology
Other Communications & Networking
4.31Cr -21.60%
Technology
Other Integrated Telecommunications Services
2.23TCr -0.06%
Technology
Other Integrated Telecommunications Services
2.81TCr +5.29%
Real Estate
Other Specialized REITs
8.39TCr +2.72%
Technology
Other Semiconductors
31TCr +68.86%
Technology
Electronic Component
527.91Cr +77.81%
Technology
Telecommunications Network Infrastructure
1.95Cr -50.24%
Real Estate
Other Specialized REITs
2.31TCr +13.75%
Real Estate
Other Specialized REITs
3.78TCr -2.51%
Technology
Other Communications & Networking
40Cr -16.49%
- - 313.15Cr -
Technology
Other Integrated Telecommunications Services
63Cr -19.39%
Technology
Other Semiconductors
56Cr -2.51%
Technology
Other Communications & Networking
11Cr -30.06%
Technology
Other IT Services & Consulting
11Cr -17.92%
Technology
Other Semiconductors
31.26L -24.09%
Technology
Enterprise Software
1.73Cr -16.67%
- - 585 -
Technology
Other Semiconductors
38Cr +222.58%

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  1. Stock Market
  2. Investment Themes
  3. The rise of 5G technology