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
110.36Cr -14.69%
Technology
Integrated Circuits
1.33TCr +39.33%
Technology
Laptop & Desktop Computers
1.85TCr +134.03%
Technology
Other Semiconductors
609.25Cr +49.13%
- - 6.41TCr -
Technology
Integrated Circuits
23TCr +220.63%
Technology
Electronic Component
49Cr -4.25%
Technology
Other IT Services & Consulting
23TCr -17.87%
Industrials
Other Electrical Components & Equipment
4.32TCr +11.47%
Industrials
Other Electrical Components & Equipment
19TCr +23.93%
Technology
Other IT Services & Consulting
150.08Cr -7.54%
Industrials
Other Electrical Components & Equipment
164.14Cr -8.37%
Technology
Other Communications & Networking
44TCr +45.57%
Technology
Other Semiconductors
18TCr +39.67%
Technology
Other Communications & Networking
5.45TCr +39.35%
Technology
Other Semiconductors
19TCr +6.38%
Industrials
Other Electrical Components & Equipment
4.76TCr +10.11%
Industrials
Other Electrical Components & Equipment
8.49TCr +14.67%
Industrials
Other Heavy Electrical Equipment
17TCr +32.83%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.84TCr +21.93%
Technology
Other Communications & Networking
903.8Cr +9.97%
Industrials
Testing & Measuring Equipment
362.71Cr -28.26%
Technology
Other Semiconductors
5.97TCr +9.01%
Technology
Security & Surveillance
515.04Cr -12.64%
Technology
Other Semiconductors
4.63TCr +99.09%
Technology
Phones & Smart Phones
4,84900Cr +22.22%
Technology
Other Semiconductors
3.8TCr +49.16%
Technology
Other Electronic Equipment & Parts
635.12Cr +31.09%
Industrials
Other Electrical Components & Equipment
9.9TCr +58.67%
Technology
Search Engines
4,12200Cr +8.15%
Technology
Other Communications & Networking
477.77Cr +4.90%
Technology
Other Semiconductors
1.91TCr +79.98%
Consumer Cyclical
Internet & Mail Order Department Stores
2,77000Cr +11.25%
Technology
Other Software
331.63Cr +27.96%
Healthcare
Other Medical Equipment, Supplies & Distribution
3.13TCr +25.10%
Technology
Other Semiconductors
299.54Cr -4.21%
Technology
Application Software
1.42TCr -24.93%
Technology
Broadcasting Equipment
412.51Cr -25.92%
Technology
Other Electronic Equipment & Parts
1.66TCr +44.29%
Technology
Integrated Circuits
374.41Cr +31.43%
Technology
Other Software
271.76Cr +8.51%
Technology
Phones & Smart Phones
8.65TCr -32.93%
Technology
Other Communications & Networking
261.96Cr +59.46%
Technology
Cloud Computing Services
11TCr +55.48%
Technology
Other Semiconductors
2.96TCr +40.61%
Technology
Other Electronic Equipment & Parts
409.63Cr +0.74%
Technology
Memory Chips (RAM)
943.29Cr -5.35%
Technology
Other IT Services & Consulting
368.94Cr +127.50%
Technology
Other IT Services & Consulting
286.43Cr -50.49%
Technology
Other Semiconductors
735.17Cr +68.58%
Technology
Other Semiconductors
54TCr +178.97%
Consumer Cyclical
Lighting Fixtures
11Cr +77.18%
Technology
Other Computer Hardware
93Cr +265.58%
Technology
RFID Systems
540.26Cr +1.61%
Technology
Satellite Service Operators
1.07TCr -
Technology
Security & Surveillance
290.18Cr -45.59%
Technology
Other IT Services & Consulting
15Cr -53.96%
Industrials
Other Aerospace & Defense
84Cr +9.92%
Technology
Other Semiconductors
222.67Cr +132.48%
Technology
Security & Surveillance
141.94Cr -5.72%
Technology
Network Equipment
60Cr -9.38%
Technology
Integrated Hardware & Software
22Cr -42.57%
Utilities
Other Electric Utilities
13Cr +76.16%
Technology
Other Communications & Networking
156.46Cr -.--%

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