Investment Themes

Smart City, investing in a megatrend

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

Investment Themes

The path of modernity opens the way to a more connected, safer and more ecological city. The smart city aims to improve the quality of life of city dwellers by making urban spaces more adaptive and efficient on a daily basis.

To achieve this, urban development relies on an ecosystem of intelligent objects and services thanks to new technologies. This management method covers all aspects of a city, starting with public and private infrastructures (buildings, street furniture, home automation), networks (water, gas, electricity, telecoms, waste management), transport (soft mobility, public transport, roads, intelligent cars) and e-services. The smart city market has been growing rapidly for several years. While the rural exodus is accelerating, urbanization is in full swing. According to UN estimates, two out of three people will be living in cities by 2030. The need to reorganize urban spaces is closely linked to the migration, climate and technological challenges of our century. This thematic list identifies the main actors of tomorrow's smart cities. Regularly updated, this list includes about 100 companies with sufficient capitalization and liquidity and solid fundamentals.

Our selection

Technology
Network Equipment
235.21Cr +5.08%
Industrials
Other Construction & Engineering
253.61Cr +148.22%
Industrials
Other Construction & Engineering
1.05TCr +15.08%
Technology
Other Communications & Networking
408.9Cr +81.39%
Technology
Other Electronic Equipment & Parts
439.03Cr -9.86%
Technology
Other IT Services & Consulting
4.91TCr +109.29%
Industrials
Other Construction & Engineering
3.52TCr +136.16%
Technology
Other Internet Services
917.31Cr +78.06%
Industrials
Other Industrial Machinery & Equipment
800.67Cr +46.53%
Technology
Other Internet Services
19TCr +51.39%
Consumer Cyclical
Internet & Mail Order Department Stores
2,45400Cr +4.62%
Technology
Other Electronic Equipment & Parts
1.84TCr +36.04%
Industrials
Other Industrial Machinery & Equipment
1.13TCr +57.61%
Industrials
Testing & Measuring Equipment
530.87Cr -15.08%
Technology
Other Semiconductors
8.39TCr -10.45%
Technology
Application Software
2.07TCr -5.63%
Technology
Other Semiconductors
4.61TCr +62.80%
Consumer Non-Cyclical
Other Personal Services
382.7Cr -2.93%
Technology
Security Software
6.46TCr -8.00%
Technology
Other Semiconductors
319Cr +1.87%
Industrials
Other Electrical Components & Equipment
1.74TCr +58.04%
Technology
Other Software
259.87Cr -14.31%
Technology
Other Software
3,59100Cr +14.63%
Technology
Other Semiconductors
4,43200Cr +35.83%
Industrials
Management Consulting Services
648.59Cr +27.56%
Technology
Internet Security & Transactions Services
49TCr +3.60%
- - 68Cr -
Consumer Non-Cyclical
Child Care & Family Services
583.3Cr -6.96%
Industrials
Transaction & Payment Services
5.83TCr -27.03%
Industrials
Other Electrical Components & Equipment
465.53Cr +17.31%
Basic Materials
Other Steel
3.65TCr +36.62%
Industrials
Other Industrial Machinery & Equipment
3.38TCr +19.82%
Technology
Semiconductor Testing Equipment & Service
3.14TCr +59.44%
Industrials
Commuting Services
127.95Cr +9.89%
Industrials
Other Electrical Components & Equipment
4.6TCr +10.84%
Industrials
Other Heavy Electrical Equipment
13TCr +19.58%
Technology
Other Communications & Networking
2.85TCr +137.84%
Technology
Other Electronic Equipment & Parts
646.32Cr +10.14%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.9TCr +8.69%
Technology
Application Software
6.49TCr +3.78%
Technology
Other Communications & Networking
31TCr +31.71%
Technology
Security Software
254.23Cr +9.34%
Industrials
Industrial Machinery & Equipment Wholesale
4.76TCr +15.42%
Energy
Stationary Fuel Cells
85Cr +63.60%
Industrials
Other Electrical Components & Equipment
3.93TCr +36.91%
Technology
Security Software
14TCr +9.28%
Technology
Other Software
2.02TCr -18.61%
Technology
Enterprise Software
257.01Cr -15.20%
Technology
Integrated Circuits
576.69Cr -17.03%
Technology
Advanced Electronic Equipment
3.6TCr +31.04%
Technology
Other Electronic Equipment & Parts
8.47TCr -15.32%
Energy
Photovoltaic Solar Systems & Equipment
2.76TCr +46.17%
Technology
Other Communications & Networking
914.39Cr +83.35%
Technology
Wireless Telecom
2.02TCr +17.38%
Technology
Other Communications & Networking
3.19TCr +0.38%
Industrials
Other Environmental Services & Equipment
459.7Cr +22.13%
Industrials
Other Construction & Engineering
1.92TCr +51.26%
Technology
Other Communications & Networking
359.02Cr +55.35%
Industrials
Other Business Support Services
1.67TCr +4.94%
Industrials
Heating, Ventilation & Air Conditioning Systems
6.98TCr +44.72%
Technology
Other IT Services & Consulting
2TCr -18.78%
Industrials
Other Construction & Engineering
183.41Cr +5.43%
- - 3.72TCr -
Real Estate
Residential REITs
2.32TCr -14.91%
Industrials
Other Industrial Machinery & Equipment
11TCr +38.36%
Technology
Other IT Services & Consulting
168.63Cr +8.20%
Industrials
Other Construction & Engineering
2.28TCr -4.45%
Industrials
Waste Management, Disposal & Recycling Services
129.46Cr +34.01%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
1.58TCr +6.46%
Technology
Other Semiconductors
464.93Cr +13.93%
Utilities
Other Natural Gas Utilities
2.77TCr +22.99%
Industrials
Other Construction & Engineering
507.73Cr -13.76%
Industrials
Pump & Pumping Equipment
418.93Cr -3.42%
Real Estate
Mortgage REITs
67Cr +23.10%
Real Estate
Mortgage REITs
98Cr -5.69%
Technology
Other IT Services & Consulting
2.31TCr +20.57%
Industrials
Other Industrial Machinery & Equipment
1.04TCr +43.40%
Technology
Other IT Services & Consulting
847.71Cr -9.48%
Technology
Other IT Services & Consulting
390.52Cr -3.54%
Technology
Other Communications & Networking
6.24TCr -19.00%
Industrials
Other Electrical Components & Equipment
13TCr +1.74%
Utilities
Other Water Utilities
1.1TCr +14.88%
Technology
Enterprise Software
62TCr +30.57%
Industrials
Other Business Support Services
194.95Cr -14.26%
Technology
Other Wireless Telecommunications Services
18TCr +11.02%
Technology
Other IT Services & Consulting
1.2TCr -12.71%
Technology
Enterprise Software
1.99TCr +18.20%
Technology
Security & Surveillance
665.1Cr +18.38%
Utilities
Water Supply & Irrigation Systems
2.53TCr +4.02%
Industrials
Aerospace & Defense Electronics
709.75Cr -27.75%
Technology
Telecommunications Network Infrastructure
152.74Cr -29.95%
Technology
Other Integrated Telecommunications Services
18TCr +4.25%
Utilities
Other Water Utilities
1.11TCr +10.41%
Technology
Other Integrated Telecommunications Services
15TCr -4.64%
Technology
Other Communications & Networking
3.4TCr +22.26%
Technology
Other Wireless Telecommunications Services
23TCr -5.03%

News of the components

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

Heatmap

Calendar of the components

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

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Smart City, investing in a megatrend