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 | 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% | ||
News of the components
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