Investment Themes

The Internet of Things

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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
1.36B +6.64%
Technology
Integrated Circuits
8.59B -8.89%
Technology
Integrated Circuits
75.97B +5.24%
Technology
Laptop & Desktop Computers
7.87B -0.17%
Technology
Other Semiconductors
3.96B -3.18%
Technology
Other IT Services & Consulting
286B +3.19%
Technology
Other Electronic Equipment & Parts
5.11B +5.32%
Technology
Other Semiconductors
147B +10.71%
Technology
Other Communications & Networking
297B -2.39%
Technology
Other Semiconductors
25.06B +8.31%
Consumer Non-Cyclical
Consumer Goods Conglomerates
139B +12.46%
Technology
Electronic Component
522M +3.32%
Industrials
Other Electrical Components & Equipment
38.88B +0.67%
Industrials
Other Electrical Components & Equipment
46.72B +6.80%
Industrials
Other Electrical Components & Equipment
153B +0.11%
Industrials
Other Electrical Components & Equipment
84.04B +12.61%
Technology
Other Semiconductors
59.67B +9.24%
Technology
Other Communications & Networking
40.74B +4.41%
Industrials
Other Heavy Electrical Equipment
140B +4.02%
Technology
Other Semiconductors
169B -6.80%
Technology
Other IT Services & Consulting
1.78B +9.56%
Technology
Other Communications & Networking
7.95B -3.02%
Industrials
Heating, Ventilation & Air Conditioning Systems
70.15B -4.29%
Industrials
Testing & Measuring Equipment
5.06B -1.57%
Technology
Security & Surveillance
6.71B +2.23%
Industrials
Other Electrical Components & Equipment
1.87B +1.36%
Technology
Phones & Smart Phones
3,756B -6.01%
Industrials
Other Electrical Components & Equipment
67.65B +9.21%
Technology
Search Engines
3,984B +5.43%
Technology
Other Communications & Networking
4.56B -0.45%
Technology
Other Semiconductors
26.7B +8.79%
Technology
Other Electronic Equipment & Parts
4.49B +7.73%
Consumer Cyclical
Internet & Mail Order Department Stores
2,556B +3.60%
Technology
Other Software
2.53B -0.59%
Technology
Other Semiconductors
2.96B -2.98%
Technology
Application Software
19.83B -4.28%
Technology
Other IT Services & Consulting
5.76B -5.08%
Technology
Phones & Smart Phones
123B -5.60%
Technology
Other Semiconductors
4.89B +13.80%
Technology
Other Semiconductors
9.69B +5.17%
Healthcare
Other Medical Equipment, Supplies & Distribution
27.12B +4.78%
Technology
Broadcasting Equipment
5.15B +24.59%
Technology
Cloud Computing Services
64.51B -6.58%
Technology
RFID Systems
4.88B -6.94%
Technology
Memory Chips (RAM)
11.63B +17.52%
Technology
Other Electronic Equipment & Parts
12.73B +3.46%
Technology
Satellite Service Operators
7.63B -
Technology
Integrated Circuits
2.68B +3.00%
Technology
Other Semiconductors
234B +27.26%
Technology
Other Semiconductors
24.28B +11.41%
Technology
Other Software
2.64B -5.99%
Technology
Other Software
402M +9.83%
Technology
Other IT Services & Consulting
1.35B -11.30%
Technology
Other Communications & Networking
186M +18.01%
Technology
Security & Surveillance
5.67B +7.86%
Technology
Other IT Services & Consulting
352M +5.38%
Technology
Other Communications & Networking
1.66B +1.76%
Industrials
Other Aerospace & Defense
983M +46.83%
Technology
Other Computer Hardware
108M +22.33%
Technology
Other Semiconductors
1.01B +3.89%
Consumer Cyclical
Other Computer & Electronics Retailers
1.49B +0.71%
Technology
Integrated Hardware & Software
348M -8.91%
Technology
Other Communications & Networking
1.57B -.--%
Technology
Network Equipment
637M -8.56%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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