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
4.46B +9.55%
Basic Materials
Other Steel
37.24B +0.23%
Industrials
Other Construction & Engineering
47.95B +46.29%
Industrials
Other Industrial Machinery & Equipment
8.52B +11.42%
Technology
Other Internet Services
5.2B -32.52%
Technology
Other IT Services & Consulting
35.49B -19.83%
Technology
Other Semiconductors
51.7B +16.13%
Technology
Application Software
53B -15.15%
Technology
Other Software
2,937B -18.21%
Technology
Semiconductor Testing Equipment & Service
44.84B +47.97%
Technology
Other Semiconductors
2.25B -26.19%
Technology
Other Semiconductors
4,379B -3.35%
Technology
Other Communications & Networking
47.71B +44.26%
Technology
Other Software
2.31B -8.67%
Technology
Internet Security & Transactions Services
444B -12.77%
Technology
Other Electronic Equipment & Parts
19.38B +9.61%
Technology
Network Equipment
1.95B -12.97%
Technology
Security Software
61.74B +5.07%
Industrials
Management Consulting Services
4.1B -33.74%
Industrials
Other Electrical Components & Equipment
17.78B +7.81%
Technology
Application Software
18.55B -10.52%
Technology
Enterprise Software
15.55B -15.17%
Consumer Cyclical
Internet & Mail Order Department Stores
2,229B -10.03%
Technology
Security Software
1.96B -11.78%
Energy
Stationary Fuel Cells
721M -6.00%
Technology
Other Semiconductors
76.82B +3.39%
Technology
Other Internet Services
151B -10.26%
Industrials
Other Industrial Machinery & Equipment
9.95B -0.30%
Technology
Other Communications & Networking
309B +1.69%
Industrials
Other Electrical Components & Equipment
4.49B -0.84%
Industrials
Other Industrial Machinery & Equipment
112B +1.24%
Consumer Non-Cyclical
Child Care & Family Services
4.2B -24.82%
Industrials
Other Industrial Machinery & Equipment
13.68B +31.24%
Industrials
Other Heavy Electrical Equipment
153B +12.19%
Technology
Other Electronic Equipment & Parts
4.04B -3.08%
Industrials
Other Electrical Components & Equipment
40.92B +7.54%
Industrials
Other Electrical Components & Equipment
49.13B +4.47%
Technology
Enterprise Software
446B -20.42%
Industrials
Heating, Ventilation & Air Conditioning Systems
93.49B +8.53%
Industrials
Other Industrial Machinery & Equipment
29.15B -11.97%
Technology
Other Electronic Equipment & Parts
92.51B +7.41%
Industrials
Testing & Measuring Equipment
4.28B -15.95%
Technology
Security Software
135B -9.33%
Technology
Integrated Circuits
4.43B -19.45%
Technology
Enterprise Software
3.18B +30.82%
Industrials
Other Business Support Services
15.04B -3.32%
Industrials
Other Construction & Engineering
2.54B +2.82%
Industrials
Other Environmental Services & Equipment
5.34B +22.75%
Technology
Other IT Services & Consulting
231B -16.86%
Consumer Non-Cyclical
Consumer Goods Conglomerates
9.7B +0.60%
Technology
Advanced Electronic Equipment
47.98B +37.69%
Technology
Other IT Services & Consulting
15.22B -22.46%
Industrials
Civil Engineers & Architects
5.27B -8.75%
Technology
Other Electronic Equipment & Parts
8.19B +28.97%
Industrials
Building Contractors
7.63B +9.75%
Industrials
Other Construction & Engineering
21.94B +12.31%
Technology
Other Semiconductors
29.1B +27.52%
Industrials
Heating, Ventilation & Air Conditioning Systems
79.67B +8.69%
Technology
Other Communications & Networking
38.37B +19.87%
Industrials
Industrial Machinery & Equipment Wholesale
52.2B +13.28%
Utilities
Other Natural Gas Utilities
31.2B +12.50%
Technology
Other IT Services & Consulting
3.03B -17.78%
Technology
Other Communications & Networking
9.22B +12.78%
Industrials
Other Industrial Machinery & Equipment
14.41B -15.22%
Technology
Other Software
15.04B -22.95%
- - 35.58B -
Industrials
Other Construction & Engineering
10.97B +3.50%
Industrials
Transaction & Payment Services
41.34B -23.09%
Technology
Other Communications & Networking
6.93B +68.18%
Technology
Other IT Services & Consulting
7.14B -17.60%
Industrials
Commuting Services
1.25B -8.66%
Industrials
Waste Management, Disposal & Recycling Services
1.3B -3.53%
Industrials
Other Construction & Engineering
21.79B -10.65%
Utilities
Other Water Utilities
12.59B +13.23%
Industrials
Other Construction & Engineering
10.06B -6.47%
Technology
Other IT Services & Consulting
1.61B -10.39%
Technology
Other Communications & Networking
78.38B +23.43%
Industrials
Other Electrical Components & Equipment
40.55B -7.23%
Consumer Cyclical
Flooring & Interior Tile Manufacturers
14.99B -1.62%
Industrials
Aerospace & Defense Electronics
5.88B -11.08%
Industrials
Pump & Pumping Equipment
4.02B -4.84%
Utilities
Other Water Utilities
12.22B +13.40%
Industrials
Elevator & Conveying Equipment
33.1B -7.83%
- - 802M -
Technology
Other Wireless Telecommunications Services
33.41B +10.44%
Utilities
Water Supply & Irrigation Systems
27.27B +7.04%
Technology
Other Communications & Networking
46.18B +29.29%
Technology
Security & Surveillance
5.21B -20.57%
Technology
Other Integrated Telecommunications Services
184B +20.50%

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Ratings ESG MSCI

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