Investment Themes

The Internet of Things

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Investment Themes

The Internet of Things (IoT) refers to the interconnection between the Internet and communicating objects, places and physical environments with a unique digital identity. Its infrastructures enable a bridge between the virtual world and physical objects through information and communication technologies.

The IoT (for "Internet of Things") is progressively built halfway between the physical web, the social web (seen as a space of socialization) and the semantic web (whose data are structured and easily interpretable by machines). The communication between our physical goods and their digital existences allows to generate new information. Connected objects produce large amounts of data whose storage and processing are part of what is known as Big Data. Interoperability, which consists in modifying the behavior of an object according to that of other objects, is one of the main characteristics of the Internet of Things. Data then passes through communication channels (Wifi, Bluetooth, RFID chip, fiber optics, 5G, etc.) to send instructions to connected objects. These can be everyday objects that are ubiquitous in our homes (television, washing machine, refrigerator, electric garage door, heating system, etc.), or more complex devices or systems such as vehicles (autonomous cars, airplanes) or even entire cities by allowing the management of lighting, wastewater and road traffic. Applications are possible in many fields to improve the efficiency, quality, safety and speed of solutions. A farmer in Michigan can now know the humidity level in his corn field in real time from his smartphone without even getting out of bed, while at the same time a bus driver in Paris sees the light in his lane turn green by simply detecting his vehicle. Virtually all domestic and industrial uses are concerned. In logistics, it can be sensors used to track goods for inventory management. In home automation, household appliances, sensors, smart meters and communicating security systems exchange information to trigger their owners' decisions. The machine is then at the service of mankind to offer them more comfort in life and productivity. We believe that this technological evolution is still in its infancy. That's why we've created this list of listed companies that stand to benefit from the widespread adoption of the Internet of Things. We find companies involved in 5G telecom and fiber optic infrastructure, semiconductor and sensor manufacturing, integrated solutions for smart homes and cars, and industrial internet applications.

Our selection

Technology
Other Software
125.41Cr +12.85%
Technology
Integrated Circuits
990.21Cr -28.78%
Technology
Integrated Circuits
6.38TCr -13.07%
Technology
Other Semiconductors
12TCr +8.23%
Technology
Laptop & Desktop Computers
817.01Cr -15.44%
Technology
Other Semiconductors
474.64Cr -35.92%
Technology
Other IT Services & Consulting
29TCr +35.18%
Technology
Other Communications & Networking
31TCr +31.39%
Industrials
Other Electrical Components & Equipment
4.23TCr +29.50%
Technology
Electronic Component
53Cr +44.34%
Industrials
Other Electrical Components & Equipment
3.97TCr +38.24%
Industrials
Other Electrical Components & Equipment
15TCr -3.69%
Technology
Other Semiconductors
2.1TCr -18.60%
Technology
Other Semiconductors
4.96TCr -8.34%
Industrials
Other Electrical Components & Equipment
7.17TCr +2.42%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13TCr -13.20%
Technology
Other Communications & Networking
3.73TCr -7.98%
Technology
Other IT Services & Consulting
168.99Cr +19.53%
Industrials
Other Heavy Electrical Equipment
13TCr +14.94%
Industrials
Heating, Ventilation & Air Conditioning Systems
7.26TCr +47.45%
Technology
Other Semiconductors
19TCr +8.55%
Industrials
Testing & Measuring Equipment
518.37Cr -17.69%
Technology
Security & Surveillance
671.6Cr +16.21%
Technology
Other Communications & Networking
154.28Cr +12.32%
Technology
Other Communications & Networking
897.04Cr +75.06%
Industrials
Other Electrical Components & Equipment
188.45Cr -8.35%
Technology
Phones & Smart Phones
4,02500Cr +6.80%
Technology
Other Electronic Equipment & Parts
437.47Cr +5.15%
Industrials
Other Electrical Components & Equipment
6.54TCr +46.69%
Technology
Search Engines
3,33900Cr +50.57%
Technology
Other Communications & Networking
439.45Cr -3.31%
Technology
Other Semiconductors
2.27TCr -8.62%
Technology
Phones & Smart Phones
14TCr +18.03%
Technology
Application Software
2.15TCr -5.25%
Consumer Cyclical
Internet & Mail Order Department Stores
2,50900Cr +6.14%
Technology
Other Software
250.89Cr -20.69%
Technology
Other IT Services & Consulting
587.87Cr -30.29%
Technology
Other Semiconductors
737.55Cr +25.32%
Technology
Other Electronic Equipment & Parts
441.68Cr -10.47%
Technology
Other Semiconductors
374.98Cr +15.56%
Healthcare
Other Medical Equipment, Supplies & Distribution
2.26TCr -24.79%
Technology
Broadcasting Equipment
250.69Cr +144.34%
Technology
Memory Chips (RAM)
1.03TCr +72.40%
Technology
Integrated Circuits
267.65Cr +34.69%
Technology
Other Electronic Equipment & Parts
1.22TCr -39.75%
Technology
Other Communications & Networking
142.47Cr +24.94%
Industrials
Other Electrical Components & Equipment
11Cr +113.95%
Technology
Cloud Computing Services
7.38TCr +87.83%
Consumer Cyclical
Household Appliances
18Cr +75.34%
Technology
RFID Systems
429.06Cr -0.53%
Technology
Other Semiconductors
400.44Cr -5.47%
Consumer Cyclical
Other Computer & Electronics Retailers
149.87Cr +20.91%
Technology
Other Semiconductors
1.89TCr -27.01%
Technology
Other Software
31Cr -22.12%
Technology
Other Software
321.99Cr -33.82%
Technology
Other Semiconductors
127.57Cr +65.94%
Technology
Security & Surveillance
494.21Cr +30.67%
Technology
Network Equipment
79Cr -9.22%
Technology
Other IT Services & Consulting
35Cr -79.51%
Industrials
Other Aerospace & Defense
47Cr +21.78%
Technology
Other Communications & Networking
17Cr +5.65%
Technology
Other IT Services & Consulting
167.78Cr +10.38%
Technology
Satellite Service Operators
798.45Cr -
Technology
Other Computer Hardware
11Cr -86.29%
Technology
Other Semiconductors
17TCr +73.12%
Technology
Integrated Hardware & Software
27Cr -17.14%

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  2. Investment Themes
  3. The Internet of Things
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