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

Industrials
Other Electrical Components & Equipment
89Cr +69.62%
Technology
Other Computer Hardware
7.32TCr +132.72%
Industrials
Testing & Measuring Equipment
5.64TCr +65.60%
Consumer Cyclical
Internet & Mail Order Department Stores
2,69700Cr +13.70%
Technology
Electronic Component
4.59TCr +26.16%
Technology
Search Engines
4,14500Cr +9.99%
Technology
Other Communications & Networking
4.72TCr +47.35%
Technology
Other Communications & Networking
42TCr +38.79%
Technology
Other IT Services & Consulting
2.5TCr +79.25%
Technology
Other Communications & Networking
22TCr +39.35%
Technology
Other Semiconductors
19TCr +44.27%
Technology
Other Communications & Networking
7.47TCr +128.42%
Technology
Other Semiconductors
5,17100Cr +16.30%
Technology
Semiconductor Testing Equipment & Service
22TCr +37.93%
Technology
Other Semiconductors
20TCr +179.25%
Technology
Other Semiconductors
86TCr +151.52%
Technology
Phones & Smart Phones
5,01300Cr +26.03%
Technology
Other Semiconductors
1,56900Cr -3.32%
Technology
Other Semiconductors
1.47TCr +44.89%
Technology
Other Semiconductors
5.78TCr +5.65%
Technology
Display Screens
11TCr +51.54%
Technology
Integrated Circuits
1.2TCr +26.12%
Technology
Other IT Services & Consulting
627.12Cr -25.49%
Technology
Other Communications & Networking
823.99Cr +1.84%
Technology
Other Semiconductors
18TCr +0.94%
Technology
Other Communications & Networking
265.26Cr +67.43%
Technology
Other Communications & Networking
229.82Cr -32.08%
Real Estate
Other Specialized REITs
6.53TCr +12.07%
Technology
Other Communications & Networking
5.3TCr +49.46%
Technology
Other Integrated Telecommunications Services
23TCr -0.92%
Real Estate
Other Specialized REITs
9.73TCr +26.62%
Technology
Other Wireless Telecommunications Services
16TCr -6.10%
Technology
Other Wireless Telecommunications Services
17TCr -22.01%
Industrials
Other Electrical Components & Equipment
23TCr +11.31%
Technology
Other Communications & Networking
3.48TCr +13.85%
Real Estate
Other Specialized REITs
8.63TCr +3.65%
Technology
Other Integrated Telecommunications Services
1.89TCr -14.11%
Technology
Other Integrated Telecommunications Services
19TCr +8.88%
Technology
Other Integrated Telecommunications Services
1.26TCr -47.68%
Technology
Other IT Services & Consulting
1.26TCr +0.74%
Technology
Other Semiconductors
47TCr +150.14%
Real Estate
Other Specialized REITs
1.98TCr -5.62%
Technology
Wireless Telecom
1.73TCr -13.03%
Technology
Other IT Services & Consulting
12Cr -9.39%
Technology
Other Semiconductors
77Cr +32.43%
Real Estate
Other Specialized REITs
3.5TCr -9.07%
Technology
Electronic Component
302.04Cr +0.14%
Technology
Other Communications & Networking
5.36Cr +1.60%
Technology
Other Communications & Networking
24Cr -50.02%
- - 195.81Cr -
Technology
Other Integrated Telecommunications Services
35Cr -44.89%
Technology
Telecommunications Network Infrastructure
2.64Cr -48.41%
Technology
Other Communications & Networking
4.19Cr -75.61%
Technology
Enterprise Software
1.6Cr -27.22%
- - 585 -
Technology
Other Semiconductors
21.09L -45.61%
Technology
Other Semiconductors
80Cr +464.28%

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