To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.
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 | Other Computer Hardware | 123B | +50.77% | |
| Technology | Home Audio | 1.61B | -24.20% | |
| Technology | Other Phones & Handheld Devices | 865B | +67.64% | |
| Technology | Other Semiconductors | 2.86B | -0.07% | |
| Technology | Other Software | 2.16B | -14.92% | |
| Technology | Other Software | 2,854B | -20.52% | |
| Technology | Other Communications & Networking | 191B | +16.02% | |
| Technology | Phones & Smart Phones | 3,805B | -4.66% | |
| Technology | Other Computer Hardware | 13.61B | -8.29% | |
| Technology | Search Engines | 3,875B | +2.65% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,580B | +3.93% | |
| Technology | Other Semiconductors | 6.97B | +61.68% | |
| Consumer Cyclical | Games, Toys & Children Vehicles | 59.29B | -22.61% | |
| Industrials | Other Electrical Components & Equipment | 45.05B | +17.17% | |
| Technology | Other Communications & Networking | 325B | +6.91% | |
| Industrials | Other Electrical Components & Equipment | 53.71B | +14.20% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 33.4B | -4.40% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 24.29B | -4.90% | |
| Technology | Other Internet Services | 436B | +10.03% | |
| Technology | E-commerce & Auction Services | 92.87B | -9.05% | |
| Technology | Phones & Smart Phones | 101B | -21.42% | |
| Technology | Other Household Electronics | 13.23B | +25.46% | |
| Healthcare | Other Healthcare Facilities & Services | 4.54B | -9.20% | |
| - | - | 50.24B | - | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 87.42B | +19.27% | |
| Technology | Other Communications & Networking | 5.05B | +11.75% | |
| Technology | Other Household Electronics | 120B | -18.49% | |
| Consumer Cyclical | Other Appliances, Tools & Housewares | 26.79B | -20.51% | |
| Technology | Security & Surveillance | 5.78B | +8.86% | |
| Industrials | Other Air Freight & Logistics | 6.49B | +7.52% | |
| Healthcare | Veterinary Drugs | 50.5B | -4.56% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 39.68B | +0.84% | |
| Technology | Security & Surveillance | 12.68B | -7.54% | |
| Technology | Other IT Services & Consulting | 24.73B | +11.73% | |
| Industrials | Other Electrical Components & Equipment | 171B | +12.86% | |
| Industrials | Other Electrical Components & Equipment | 156B | +26.64% | |
| Technology | Application Software | 50.69B | -0.87% | |
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 340B | -0.85% | |
| Technology | Other Household Electronics | 42.09B | +44.18% | |
| Technology | Other Household Electronics | 2.39B | -23.53% | |
| Technology | Other Software | 37.29B | -21.35% | |
| Utilities | Other Electric Utilities | 192B | +14.97% | |
| Technology | Other Electronic Equipment & Parts | 10.93B | -6.89% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 26.86B | +5.55% | |
| Consumer Cyclical | Leisure Products Wholesale | 7.98B | -4.99% | |
| Technology | TV & Video | 4.51B | +32.76% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.67B | +23.69% | |
| Consumer Cyclical | Residential Builders - Single Homes | 18.84B | -7.01% | |
| Consumer Cyclical | Household Appliances | 3.61B | -22.33% | |
| Technology | Security & Surveillance | 5.58B | -14.87% | |
| Services académiques et éducatifs | Professional & Business Education | 256M | +35.52% | |
| - | - | 22.51B | - | |
| Consumer Cyclical | Other Broadcasting | 22.51B | -7.95% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 148B | +19.76% | |
| Technology | Satellite Service Operators | 101B | -6.16% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,322B | -21.64% | |
| Consumer Cyclical | Other Computer & Electronics Retailers | 1.47B | -1.93% | |
| Consumer Cyclical | Household Appliances | 72.03M | -41.85% | |
| Technology | Electronic Component | 2.25B | -17.99% | |
| Technology | Other Household Electronics | 55.5M | +21.88% | |
| Industrials | Testing & Measuring Equipment | 7.85M | +7.27% | |
| Technology | Advanced Electronic Equipment | 1.72M | -50.91% | |
News of the components
| ░░░░ | ░░░░░░ ░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░ ░░░░ ░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░░░░ ░░░░ ░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░░░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░ ░░░░ ░░ ░░░░░ ░░ ░░░░░░ ░░░░ ░░░ ░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░ ░░░ ░░░░░ ░░░ ░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░░░░░ ░ ░░░ ░░░░ ░░ ░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░░ ░░ ░░░░ ░░ ░░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░░░ ░░░░ ░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░ ░ ░░░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░ ░░░░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░ ░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░░░░░░░░ ░░░░ ░░░░ ░░░░░ ░░ ░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░ ░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░ ░░░ ░░░░░░░░░░ ░░ ░░░░ ░░ ░░░░░ ░░░░░░ ░░░░░░░░ ░ ░░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░ ░░░░░░ ░░░ ░░░░░░░░ ░░░░ ░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ ░░ ░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░ ░░░ ░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Smart home
