Investment Themes
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% | ||
News of the components
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- Smart City, investing in a megatrend
















