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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 | Other Computer Hardware | 240B | +210.97% | |
| Technology | TV & Video | 4.43B | +39.88% | |
| Technology | Home Audio | 1.75B | -12.07% | |
| Technology | Other Phones & Handheld Devices | 1,265B | +149.37% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,560B | +4.63% | |
| Technology | Other Internet Services | 345B | -13.32% | |
| Technology | Other Communications & Networking | 468B | +58.16% | |
| Technology | Search Engines | 4,332B | +14.30% | |
| Technology | Phones & Smart Phones | 4,283B | +8.74% | |
| Technology | Other Communications & Networking | 191B | +19.36% | |
| Technology | Other Software | 2,952B | -19.29% | |
| Consumer Cyclical | Games, Toys & Children Vehicles | 51.84B | -33.02% | |
| Technology | Other Computer Hardware | 15.88B | +6.11% | |
| Industrials | Other Electrical Components & Equipment | 50.83B | +10.18% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 27.96B | -20.13% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 28.85B | +13.38% | |
| Technology | Other Software | 2.28B | -9.04% | |
| Technology | E-commerce & Auction Services | 80.52B | -20.07% | |
| Technology | Other Household Electronics | 24.88B | +145.92% | |
| Technology | Other Communications & Networking | 4.12B | -3.80% | |
| - | - | 43.55B | - | |
| Industrials | Heating, Ventilation & Air Conditioning Systems | 85.03B | +20.26% | |
| Technology | Other Household Electronics | 125B | -19.28% | |
| Healthcare | Other Healthcare Facilities & Services | 3.36B | -34.78% | |
| Industrials | Other Electrical Components & Equipment | 41.2B | +5.11% | |
| Technology | Phones & Smart Phones | 86.38B | -33.44% | |
| Technology | Other Semiconductors | 4.98B | +83.84% | |
| Technology | Security & Surveillance | 11.12B | -16.02% | |
| Industrials | Other Air Freight & Logistics | 5.5B | -5.38% | |
| Consumer Cyclical | Other Appliances, Tools & Housewares | 26.81B | -19.09% | |
| Industrials | Other Electrical Components & Equipment | 167B | +12.52% | |
| Industrials | Other Electrical Components & Equipment | 146B | +23.59% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 38.42B | -2.23% | |
| Technology | Other Household Electronics | 2.57B | -20.39% | |
| Consumer Cyclical | Leisure Products Wholesale | 6.92B | -15.92% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 24.71B | -4.13% | |
| Technology | Other IT Services & Consulting | 26.25B | +15.07% | |
| Consumer Cyclical | Other Home Improvement Products & Services Retailers | 318B | -5.26% | |
| Technology | Other Electronic Equipment & Parts | 10.33B | -8.39% | |
| Technology | Security & Surveillance | 4.55B | -11.25% | |
| Healthcare | Veterinary Drugs | 34.08B | -35.30% | |
| Technology | Application Software | 50.95B | -0.63% | |
| Technology | Other Household Electronics | 54.65B | +89.13% | |
| Consumer Cyclical | Residential Builders - Single Homes | 17.02B | -11.15% | |
| - | - | 22.02B | - | |
| Consumer Cyclical | Other Broadcasting | 22.02B | -8.21% | |
| Utilities | Other Electric Utilities | 178B | +5.68% | |
| Technology | Other Semiconductors | 7.19B | +67.48% | |
| Technology | Other Software | 39.08B | -17.17% | |
| Technology | Satellite Service Operators | 85.63B | -19.81% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.32B | +1.41% | |
| Services académiques et éducatifs | Professional & Business Education | 277M | +47.79% | |
| Technology | Security & Surveillance | 5.25B | -16.73% | |
| Consumer Cyclical | Household Appliances | 2.6B | -41.21% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 130B | +12.32% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 1,433B | -11.24% | |
| Consumer Cyclical | Other Computer & Electronics Retailers | 1.34B | -9.15% | |
| Technology | Electronic Component | 2.52B | -8.91% | |
| Consumer Cyclical | Household Appliances | 61.75M | -49.46% | |
| Technology | Other Household Electronics | 48M | +8.86% | |
| Technology | Advanced Electronic Equipment | 1.72M | -50.91% | |
| Industrials | Testing & Measuring Equipment | 6.6M | -9.09% | |
News of the components
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