Investment Themes

Smart City, investing in a megatrend

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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

Consumer Non-Cyclical
Other Personal Services
435.77Cr +7.71%
Industrials
Other Construction & Engineering
5.8TCr +76.84%
Technology
Security Software
285.1Cr +27.99%
Industrials
Other Industrial Machinery & Equipment
872.01Cr +7.93%
Technology
Other Internet Services
571.28Cr -22.82%
Technology
Other Software
231Cr -8.84%
Technology
Application Software
5.11TCr -18.24%
Technology
Other IT Services & Consulting
3.64TCr -18.49%
Industrials
Other Industrial Machinery & Equipment
1.42TCr +33.90%
Technology
Other Semiconductors
7.21TCr +62.01%
Technology
Other Software
3,13900Cr -12.58%
Technology
Semiconductor Testing Equipment & Service
5.96TCr +96.52%
Technology
Other Semiconductors
4,90000Cr +8.14%
Technology
Network Equipment
241.55Cr +8.05%
Technology
Other Communications & Networking
7.17TCr +116.97%
Industrials
Other Electrical Components & Equipment
2.18TCr +32.09%
Technology
Other Semiconductors
12TCr +64.38%
Technology
Internet Security & Transactions Services
46TCr -8.68%
Technology
Other Electronic Equipment & Parts
2.31TCr +27.70%
Industrials
Management Consulting Services
539.64Cr -13.57%
Technology
Security Software
6.06TCr +3.06%
Consumer Cyclical
Internet & Mail Order Department Stores
2,69500Cr +8.55%
Technology
Other Semiconductors
701.86Cr +62.88%
Technology
Enterprise Software
339.57Cr +39.85%
Basic Materials
Other Steel
4.46TCr +20.08%
Industrials
Other Environmental Services & Equipment
559.28Cr +27.28%
Technology
Application Software
1.66TCr -19.79%
Technology
Other Electronic Equipment & Parts
436.24Cr +6.00%
Technology
Other Communications & Networking
34TCr +11.97%
Consumer Non-Cyclical
Child Care & Family Services
467.14Cr -16.41%
Industrials
Other Industrial Machinery & Equipment
1.12TCr +11.73%
Technology
Other Semiconductors
254.98Cr -17.80%
Industrials
Other Electrical Components & Equipment
477.91Cr +4.60%
Energy
Stationary Fuel Cells
89Cr +15.43%
Industrials
Industrial Machinery & Equipment Wholesale
5.26TCr +14.08%
Industrials
Other Heavy Electrical Equipment
18TCr +27.46%
Industrials
Other Electrical Components & Equipment
4.66TCr +18.78%
Industrials
Other Electrical Components & Equipment
5.41TCr +15.07%
Industrials
Other Industrial Machinery & Equipment
12TCr +12.50%
Industrials
Other Industrial Machinery & Equipment
2.94TCr -11.07%
Industrials
Heating, Ventilation & Air Conditioning Systems
11TCr +22.33%
Technology
Enterprise Software
50TCr -10.18%
Technology
Enterprise Software
1.61TCr -11.56%
Technology
Other Electronic Equipment & Parts
9.64TCr +10.82%
Technology
Other Internet Services
16TCr -5.62%
Technology
Security Software
14TCr -8.88%
Technology
Other IT Services & Consulting
727.5Cr -16.00%
Technology
Other IT Services & Consulting
174.89Cr -6.59%
Industrials
Other Construction & Engineering
316.65Cr +24.24%
Technology
Other IT Services & Consulting
355.78Cr -5.65%
Industrials
Other Business Support Services
1.51TCr -2.66%
Technology
Advanced Electronic Equipment
5.73TCr +64.55%
Technology
Other IT Services & Consulting
1.63TCr -17.60%
Technology
Other IT Services & Consulting
24TCr -14.43%
Industrials
Civil Engineers & Architects
598.43Cr +0.33%
Industrials
Building Contractors
801.79Cr +14.75%
Utilities
Other Water Utilities
1.29TCr +12.98%
Technology
Other Communications & Networking
3.86TCr +16.67%
Technology
Other Electronic Equipment & Parts
980.04Cr +54.00%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.62TCr +17.64%
Utilities
Other Natural Gas Utilities
3.09TCr +11.28%
Industrials
Other Industrial Machinery & Equipment
1.47TCr -12.54%
- - 3.7TCr -
Technology
Enterprise Software
72Cr +48.93%
Industrials
Transaction & Payment Services
4.57TCr -12.97%
Technology
Other Software
1.45TCr -24.53%
Technology
Other Communications & Networking
958.17Cr +17.16%
Industrials
Testing & Measuring Equipment
337.16Cr -33.75%
Technology
Integrated Circuits
468.86Cr -14.75%
Industrials
Testing & Measuring Equipment
394.59Cr +27.33%
Technology
Other Software
221.62Cr -17.76%
Industrials
Other Construction & Engineering
2.26TCr -7.88%
Industrials
Other Construction & Engineering
2.38TCr +18.20%
Industrials
Other Construction & Engineering
1.04TCr -3.45%
Utilities
Other Water Utilities
1.25TCr +13.11%
Technology
Other Communications & Networking
7.35TCr +15.30%
Technology
Other Semiconductors
3.9TCr +65.82%
Technology
Other IT Services & Consulting
287.56Cr +12.68%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
1.73TCr +10.18%
Industrials
Other Electrical Components & Equipment
4.67TCr +6.85%
Real Estate
Residential REITs
295.35Cr -4.49%
Technology
Other Communications & Networking
1.02TCr +147.67%
Technology
Other Wireless Telecommunications Services
3.58TCr +15.75%
Industrials
Aerospace & Defense Electronics
596.59Cr -9.79%
Technology
Other Communications & Networking
5.72TCr +55.17%
Technology
Other Wireless Telecommunications Services
433.17Cr -6.55%
Utilities
Water Supply & Irrigation Systems
2.57TCr +0.85%
Real Estate
Mortgage REITs
75Cr +8.50%

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Ratings ESG MSCI

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