Governments are pouring billions into modernising urban networks, and the companies in this group are the ones doing the work. Getting in early on infrastructure trends like these has historically rewarded patient investors.
With strict carbon neutrality targets set for 2050, cities cannot afford to wait. That urgency is translating into consistent, long-term demand for the sustainable technologies and materials these companies provide.
Institutional investors and professional analysts have identified smart city infrastructure as one of the most compelling long-term themes of this decade. These stocks were handpicked to reflect exactly that conviction.
Cities around the world are under real pressure. Populations are growing, climate deadlines are approaching, and ageing infrastructure simply cannot keep up. This group of stocks captures the companies at the heart of that transformation, from smart energy grids and IoT-connected buildings to low-emission construction materials and sustainable transport. Governments are committing huge budgets to this shift, and these businesses are positioned right at the centre of it.
This is a thematic growth basket, meaning the stocks are connected by a shared trend rather than a single industry. Companies here range from software developers and engineers to builders and real estate firms, all united by their role in creating smarter, greener urban spaces. Because the theme spans multiple sectors, it offers a degree of variety within a single focused idea. Long-term momentum is expected as cities globally work towards carbon neutrality targets by 2050.
These stocks were not chosen at random. Professional analysts identified them as key architects of the next wave of urban development, including pioneers of civic connectivity, advanced mobility systems, and highly efficient structural solutions. Each company plays a meaningful role in delivering the infrastructure upgrades cities urgently need, and each was selected for its potential to benefit from rising public and private sector investment in sustainable urban environments.
The basket's total market capitalisation is $72.37B and is anchored by a small number of large-cap constituents that dominate its weighting. This concentration generally implies a more stable, lower-risk profile compared with small‑cap‑heavy or evenly distributed baskets. Key Takeaways for Investors:
IOT: $15.01B
MBLY: $6.09B
BLDR: $9.43B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+95.02%
On average, analysts expect assets in this group to grow 95.02% over the next year.
12 of 14 assets in this group are rated Buy by professional analysts.
