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
131.08Cr +5.21%
Technology
Integrated Circuits
925.55Cr -1.73%
Technology
Integrated Circuits
9.25TCr +29.02%
Technology
Other Semiconductors
443.65Cr +4.34%
Technology
Laptop & Desktop Computers
797.62Cr +3.30%
Technology
Other IT Services & Consulting
28TCr -1.50%
Technology
Other Electronic Equipment & Parts
527.36Cr +9.04%
Technology
Other Semiconductors
16TCr +19.90%
Technology
Electronic Component
50Cr -1.46%
Technology
Other Communications & Networking
34TCr +12.02%
Technology
Other Semiconductors
2.89TCr +25.09%
Consumer Non-Cyclical
Consumer Goods Conglomerates
15TCr +24.73%
Industrials
Other Electrical Components & Equipment
4.42TCr +10.45%
Industrials
Other Electrical Components & Equipment
17TCr +9.56%
Industrials
Other Electrical Components & Equipment
4.61TCr +6.05%
Technology
Other Communications & Networking
3.96TCr +2.74%
Industrials
Other Heavy Electrical Equipment
16TCr +15.87%
Technology
Other Communications & Networking
967.36Cr +10.29%
Industrials
Other Electrical Components & Equipment
8.99TCr +21.83%
Technology
Other Semiconductors
5.76TCr +9.01%
Technology
Other Semiconductors
15TCr -18.10%
Industrials
Testing & Measuring Equipment
443.76Cr -12.25%
Technology
Other IT Services & Consulting
161Cr +2.11%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.51TCr +15.87%
Technology
Security & Surveillance
659.41Cr +1.86%
Technology
Phones & Smart Phones
4,03200Cr +0.67%
Industrials
Other Electrical Components & Equipment
7.72TCr +23.21%
Technology
Search Engines
3,92400Cr +1.78%
Technology
Other Communications & Networking
553.27Cr +21.76%
Technology
Other Semiconductors
3.61TCr +39.37%
Industrials
Other Electrical Components & Equipment
202.93Cr +5.25%
Technology
Other Semiconductors
676.95Cr +57.93%
Technology
Other Software
235.53Cr -6.86%
Technology
Other Semiconductors
280.9Cr -6.47%
Technology
Application Software
1.9TCr -6.60%
Consumer Cyclical
Internet & Mail Order Department Stores
2,24100Cr -10.34%
Technology
Phones & Smart Phones
12TCr -9.47%
Technology
Other Semiconductors
1.1TCr +17.15%
Healthcare
Other Medical Equipment, Supplies & Distribution
2.74TCr +2.70%
Technology
Other IT Services & Consulting
242.05Cr -58.13%
Technology
Cloud Computing Services
6.09TCr -8.71%
Technology
Broadcasting Equipment
438.62Cr -0.82%
Technology
Satellite Service Operators
746.82Cr -
Technology
Memory Chips (RAM)
1.19TCr +16.43%
Technology
Other Electronic Equipment & Parts
1.31TCr +5.66%
Technology
Integrated Circuits
311.07Cr +14.93%
Technology
Other Semiconductors
2.62TCr +24.43%
Technology
Other Electronic Equipment & Parts
468.68Cr +13.69%
Technology
Other Software
259.05Cr -2.68%
Technology
Other Software
40Cr +9.58%
Technology
Other Communications & Networking
169.17Cr +6.38%
Technology
Other IT Services & Consulting
130.28Cr -10.71%
Technology
Other Semiconductors
25TCr +27.72%
Technology
Other Communications & Networking
16Cr +4.19%
Technology
Security & Surveillance
538.23Cr +2.36%
Technology
Other IT Services & Consulting
29Cr -11.87%
Technology
RFID Systems
336.47Cr -36.57%
Technology
Integrated Hardware & Software
33Cr -12.87%
Technology
Network Equipment
59Cr -15.98%
Industrials
Other Aerospace & Defense
88Cr +21.39%
Technology
Other Semiconductors
105.7Cr +10.32%
Consumer Cyclical
Other Computer & Electronics Retailers
132.28Cr -11.58%
Technology
Other Communications & Networking
160.25Cr -.--%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The Internet of Things