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Investment Themes
The connected house or smart house is no longer a far-fetched and inaccessible idea for the general public. For a few years now, it has been at the heart of real estate projects, construction, renovation or just improvement of our interiors.
With the evolution of the smart home beginning to influence all areas of our daily lives, it is already changing the way we shop, work, communicate and entertain ourselves. It's making your home more secure, saving you energy and improving your comfort, while saving you time. A new intelligent ecosystem is already starting to develop in our homes.
This thematic list allows investors to invest in the connected home megatrend. We are talking about systems for improving security (setting the alarm at a fixed time, closing the shutters remotely, turning on presence detectors, controlling video surveillance), communication (turning on the TV remotely, play music or receive at fixed times certain data necessary for medical monitoring via a computer), energy management (management and storage of renewable energy, thermostat adjustment, etc.) but also interactions between connected objects (smartphone, refrigerator, connected watches, home cinema, etc.).
Our selection
 | Technology | Home Audio | 230.26Cr | +27.73% | |
| Technology | Other Computer Hardware | 9.31TCr | +22.08% | |
| Technology | Other Phones & Handheld Devices | 48TCr | +105.83% | |
| Technology | Other Computer Hardware | 1.73TCr | +27.80% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,45400Cr | +3.41% | |
| Technology | Search Engines | 3,88100Cr | +65.06% | |
| Healthcare | Other Healthcare Facilities & Services | 474.45Cr | +31.08% | |
| Technology | Other Software | 259.87Cr | -14.14% | |
| Consumer Cyclical | Games, Toys & Children Vehicles | 9.36TCr | +32.99% | |
| Technology | Phones & Smart Phones | 14TCr | +23.42% | |
| Technology | Other Software | 3,59100Cr | +16.20% | |
| Technology | Other Communications & Networking | 16TCr | +17.25% | |
| Technology | Other Internet Services | 46TCr | +8.34% | |
| Consumer Cyclical | Other Appliances, Tools & Housewares | 3.47TCr | -4.57% | |
| Technology | Other Communications & Networking | 479.38Cr | +8.86% | |
| Technology | Security & Surveillance | 1.37TCr | +21.76% | |
| Industrials | Other Electrical Components & Equipment | 4.6TCr | +10.55% | |
| Technology | Other Communications & Networking | 31TCr | +33.25% | |
| Technology | Phones & Smart Phones | 4,11900Cr | +10.54% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 2.55TCr | -15.85% | |
| Technology | Satellite Service Operators | 9.95TCr | -28.95% | |
| Industrials | Other Electrical Components & Equipment | 3.93TCr | +39.09% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 3.74TCr | +9.40% | |
| Technology | E-commerce & Auction Services | 10TCr | +22.57% | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 6.98TCr | +45.74% | |
| Technology | Other Semiconductors | 464.93Cr | +12.31% | |
| Technology | Other IT Services & Consulting | 2.31TCr | +20.81% | |
| - | - | 2.29TCr | - | |
| Consumer Cyclical | Other Broadcasting | 2.29TCr | -1.99% | |
| Healthcare | Veterinary Drugs | 5.23TCr | -27.09% | |
| Industrials | Other Electrical Components & Equipment | 13TCr | +3.61% | |
| Technology | Electronic Component | 298.29Cr | -11.69% | |
| - | - | 4.87TCr | - | |
| Consumer Cyclical | Leisure Products Wholesale | 892.2Cr | -30.65% | |
| Technology | Application Software | 5.09TCr | +39.27% | |
| Technology | Other Household Electronics | 2.78TCr | +13.12% | |
| Technology | Other Household Electronics | 17TCr | +27.63% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 4.24TCr | -13.60% | |
| Technology | Security & Surveillance | 665.1Cr | +16.06% | |
| Industrials | Other Air Freight & Logistics | 601.55Cr | +22.10% | |
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 35TCr | -10.15% | |
| Industrials | Other Electrical Components & Equipment | 15TCr | -1.37% | |
| Technology | Other Electronic Equipment & Parts | 1.34TCr | -31.49% | |
| Consumer Cyclical | Residential Builders - Single Homes | 2.14TCr | -8.69% | |
| Services académiques et éducatifs | Professional & Business Education | 19Cr | -57.74% | |
| Technology | TV & Video | 359.13Cr | +77.48% | |
| Consumer Cyclical | Household Appliances | 17Cr | +62.33% | |
| Technology | Other Household Electronics | 332.38Cr | -18.83% | |
| Technology | Other Household Electronics | 1.17TCr | +16.29% | |
| Utilities | Other Electric Utilities | 17TCr | +13.03% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 124.8Cr | -0.21% | |
| Technology | Other Semiconductors | 302.45Cr | +1.80% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 12TCr | -15.19% | |
| Consumer Cyclical | Other Computer & Electronics Retailers | 153.79Cr | +28.11% | |
| Technology | Security & Surveillance | 506.19Cr | +46.72% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 2.57TCr | -4.51% | |
| Consumer Cyclical | Household Appliances | 427.07Cr | -34.11% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,51300Cr | +8.37% | |
| Technology | Other Software | 4.58TCr | +34.40% | |
| Technology | Other Household Electronics | 4.33Cr | -70.86% | |
| Industrials | Testing & Measuring Equipment | 1.01Cr | -0.43% | |
| Technology | Advanced Electronic Equipment | 12Cr | -58.26% | |
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Smart home
