Investment Themes

The rise of 5G technology

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
94Cr +69.27%
Technology
Other Computer Hardware
7.05TCr +131.74%
Industrials
Testing & Measuring Equipment
5.83TCr +67.72%
Technology
Search Engines
4,32900Cr +13.26%
Technology
Other Semiconductors
6.04TCr +8.51%
Technology
Other IT Services & Consulting
2.27TCr +62.58%
Consumer Cyclical
Internet & Mail Order Department Stores
2,96100Cr +21.25%
Technology
Other Communications & Networking
48TCr +60.47%
Technology
Other Semiconductors
19TCr +43.01%
Technology
Other Communications & Networking
5.84TCr +70.88%
Technology
Other Semiconductors
5,42400Cr +17.86%
Technology
Semiconductor Testing Equipment & Service
26TCr +60.42%
Technology
Other Communications & Networking
24TCr +46.18%
Financials
Investment Management
298.87Cr +3.81%
Technology
Other Semiconductors
1.85TCr +77.13%
Technology
Other Semiconductors
79TCr +123.16%
Technology
Other Semiconductors
2,03500Cr +23.43%
Technology
Phones & Smart Phones
4,57300Cr +12.75%
Technology
Other Communications & Networking
6.93TCr +126.35%
Technology
Other Semiconductors
19TCr +153.68%
Technology
Display Screens
14TCr +85.82%
Technology
Other Semiconductors
18TCr -3.83%
Technology
Other IT Services & Consulting
621.59Cr -27.94%
Technology
Other Communications & Networking
889.17Cr +8.84%
Technology
Electronic Component
7.42TCr +81.80%
Technology
Other Communications & Networking
239.14Cr -25.69%
Real Estate
Other Specialized REITs
10TCr +35.62%
Technology
Other Communications & Networking
5.28TCr +44.29%
Technology
Other Integrated Telecommunications Services
23TCr +0.43%
Real Estate
Other Specialized REITs
7.17TCr +23.95%
Technology
Other Semiconductors
874.1Cr +16.01%
Technology
Other Wireless Telecommunications Services
16TCr -4.21%
Technology
Other Integrated Telecommunications Services
20TCr +14.63%
Industrials
Other Electrical Components & Equipment
25TCr +15.81%
Technology
Other Communications & Networking
310.04Cr +91.18%
Technology
Other Communications & Networking
3.35TCr +5.54%
Technology
Other Wireless Telecommunications Services
19TCr -13.81%
Technology
Other Integrated Telecommunications Services
2.12TCr -4.25%
Technology
Other IT Services & Consulting
1.59TCr +35.43%
Technology
Other Semiconductors
51TCr +165.77%
Real Estate
Other Specialized REITs
8.04TCr -3.49%
Technology
Integrated Circuits
1.06TCr +9.98%
Technology
Wireless Telecom
1.87TCr -7.36%
Real Estate
Other Specialized REITs
1.95TCr -6.40%
Technology
Other Integrated Telecommunications Services
1.82TCr -28.00%
Technology
Electronic Component
383.79Cr +22.30%
Technology
Other IT Services & Consulting
12Cr -11.81%
Real Estate
Other Specialized REITs
3.22TCr -16.92%
Technology
Other Semiconductors
144.67Cr +955.37%
Technology
Other Communications & Networking
4.87Cr -14.67%
Technology
Other Semiconductors
107.73Cr +54.41%
Technology
Other Communications & Networking
38Cr -27.60%
- - 263.46Cr -
Technology
Other Integrated Telecommunications Services
29Cr -54.54%
Technology
Other Communications & Networking
5.18Cr -67.20%
Technology
Telecommunications Network Infrastructure
2.37Cr -38.99%
Technology
Other Semiconductors
31.01L -23.48%
Technology
Enterprise Software
1.87Cr -18.33%
- - 585 -

News of the components

░░░░ ░░░░░░░ ░░░ ░ ░░░░░░░░░ ░░ ░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░ ░░ ░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░
░░░░ ░ ░░░░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░░░
░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░░░░░░░░ ░░ ░░░░ ░░ ░░░░░░░░░░ ░░ ░░░░░░░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░ ░░ ░░░░░ ░░░░░ ░░░░░░░ ░ ░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░ ░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░░░ ░ ░░░ ░░░░░░░░░░ ░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░
░░░░ ░░░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░░
░░░░ ░ ░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░ ░░░░░░░ ░░░░░░ ░ ░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░ ░░░░ ░░ ░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░ ░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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