Investment Themes

The Internet of Things

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

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
103.01Cr -20.38%
Technology
Other Semiconductors
572.42Cr +43.06%
Technology
Integrated Circuits
937.14Cr -1.78%
Technology
Laptop & Desktop Computers
1.51TCr +95.49%
- - 7.7TCr -
Technology
Integrated Circuits
18TCr +148.60%
Technology
Electronic Component
49Cr +1.06%
Technology
Other IT Services & Consulting
21TCr -24.50%
Industrials
Other Electrical Components & Equipment
160.41Cr -11.19%
Technology
Other Communications & Networking
46TCr +50.58%
Industrials
Other Electrical Components & Equipment
3.96TCr +3.26%
Industrials
Other Electrical Components & Equipment
5.34TCr +23.39%
Industrials
Other Electrical Components & Equipment
19TCr +23.29%
Industrials
Other Electrical Components & Equipment
8.39TCr +12.88%
Technology
Other Communications & Networking
5.67TCr +44.83%
Technology
Other Semiconductors
18TCr +35.48%
Technology
Other Semiconductors
16TCr -13.70%
Technology
Other IT Services & Consulting
161.41Cr -1.93%
Industrials
Other Heavy Electrical Equipment
18TCr +34.28%
Technology
Other Communications & Networking
786.63Cr -4.26%
Industrials
Testing & Measuring Equipment
389.44Cr -22.97%
Technology
Other Semiconductors
5.78TCr +5.57%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.88TCr +22.47%
Technology
Other Semiconductors
4.69TCr +103.54%
Technology
Other Semiconductors
3.95TCr +83.79%
Technology
Security & Surveillance
554.1Cr -5.33%
Technology
Phones & Smart Phones
4,50800Cr +13.63%
Technology
Other Electronic Equipment & Parts
673.69Cr +39.05%
Industrials
Other Electrical Components & Equipment
9.3TCr +49.11%
Technology
Search Engines
4,35800Cr +13.78%
Technology
Other Communications & Networking
484.76Cr +6.44%
Technology
Other Semiconductors
1.41TCr +51.53%
Consumer Cyclical
Internet & Mail Order Department Stores
2,92900Cr +17.66%
Technology
Other Software
360.48Cr +38.72%
Healthcare
Other Medical Equipment, Supplies & Distribution
3.15TCr +25.73%
Technology
Other Semiconductors
377.27Cr +21.40%
Technology
Application Software
1.49TCr -21.24%
Technology
Broadcasting Equipment
426.82Cr -23.26%
Technology
Other Computer Hardware
42Cr +64.96%
Technology
Integrated Circuits
331.97Cr +19.05%
Technology
Other Software
270.8Cr +7.31%
Technology
Phones & Smart Phones
9.45TCr -29.36%
Technology
Other Semiconductors
3.18TCr +50.71%
Technology
Other Electronic Equipment & Parts
436.38Cr +7.32%
Technology
Memory Chips (RAM)
987.33Cr -0.94%
Technology
Other Communications & Networking
11Cr -31.55%
Technology
Other IT Services & Consulting
354.63Cr +122.59%
Technology
Other Electronic Equipment & Parts
1.4TCr +21.00%
Technology
Other IT Services & Consulting
298.8Cr -48.98%
Technology
Other Semiconductors
717.35Cr +66.41%
Technology
Other Communications & Networking
262.86Cr +61.05%
Technology
Other Semiconductors
45TCr +144.44%
Technology
Cloud Computing Services
9.9TCr +41.51%
Technology
Other Software
34Cr -1.72%
Technology
Security & Surveillance
519.39Cr -2.33%
Technology
RFID Systems
462.47Cr -13.02%
Technology
Satellite Service Operators
1.07TCr -
Technology
Security & Surveillance
159.87Cr +5.22%
Technology
Other IT Services & Consulting
16Cr -52.69%
Industrials
Other Aerospace & Defense
94Cr +22.93%
Technology
Other Semiconductors
194.86Cr +103.18%
Technology
Network Equipment
65Cr -1.51%
Technology
Integrated Hardware & Software
19Cr -50.74%
Technology
Other Communications & Networking
156.46Cr -.--%

News of the components

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

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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