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Investment Themes
The selection of companies presented below targets the construction of stock portfolios following a growth investment strategy.
The focus is on larger capitalization companies with strong earnings growth expected from operating activities, healthy financial and operating conditions, and relatively low valuations with respect to the fundamental quality of the company.
Our selection
 | Healthcare | Other Managed Healthcare | 347.1Cr | -13.97% | |
| Basic Materials | Other Gold | 115Cr | -14.40% | |
| Industrials | Transaction & Payment Services | 321.25Cr | +10.51% | |
| Technology | Financial Technology (Fintech) (NEC) | 1.97TCr | -14.05% | |
| Consumer Cyclical | Entertainment Production Equipment & Services | 1.35TCr | -15.52% | |
| Technology | Enterprise Software | 350.04Cr | -28.59% | |
| Technology | Other IT Services & Consulting | 466.56Cr | -21.67% | |
| Healthcare | Home Healthcare Services | 782.98Cr | +2.30% | |
| Technology | Other Semiconductors | 2.17TCr | -18.21% | |
| Technology | Enterprise Software | 1.39TCr | -34.14% | |
| Basic Materials | Gold Mining | 1.15TCr | +3.73% | |
| Healthcare | Other Healthcare Facilities & Services | 246.73Cr | -10.09% | |
| Industrials | Transaction & Payment Services | 150.66Cr | -12.22% | |
| Technology | Cloud Computing Services | 224.73Cr | -24.91% | |
| Technology | Application Software | 582.73Cr | -41.11% | |
| Technology | Other Software | 443.16Cr | +27.22% | |
| Technology | Enterprise Software | 191.99Cr | -42.37% | |
| Technology | Other Semiconductors | 7.19TCr | +101.87% | |
| Technology | Other Software | 36TCr | -15.08% | |
| Basic Materials | Gold Mining | 500.66Cr | -13.66% | |
| Technology | Storage Devices | 9.77TCr | +178.72% | |
| Technology | Financial Technology (Fintech) (NEC) | 306.62Cr | -22.79% | |
| Technology | E-commerce & Auction Services | 338.79Cr | +40.40% | |
| Industrials | Other Electrical Components & Equipment | 9.9TCr | +59.79% | |
| Consumer Cyclical | Sporting Goods Stores | 1.88TCr | -13.41% | |
| Technology | Other Internet Services | 411.13Cr | -40.26% | |
| Technology | Financial Technology (Fintech) (NEC) | 1.56TCr | -37.01% | |
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 1.15TCr | -2.56% | |
| Basic Materials | Other Specialty Mining & Metals | 375.05Cr | +6.98% | |
| Technology | Social Media & Networking | 2.53TCr | -42.42% | |
| Industrials | Transaction & Payment Services | 334.22Cr | -19.80% | |
| Financials | Other Consumer Lending | 2.26TCr | -32.16% | |
| Technology | Other Semiconductors | 4,37900Cr | -3.35% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.04TCr | -0.59% | |
| Consumer Cyclical | Guided Tour Operators | 3.04TCr | -4.33% | |
| Industrials | Human Resources Consulting Services | 159.19Cr | -38.40% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 802.12Cr | -9.17% | |
| Healthcare | Other Biotechnology & Medical Research | 1.39TCr | +5.97% | |
| Technology | Enterprise Software | 1.63TCr | -22.28% | |
| Technology | Application Software | 15TCr | -31.93% | |
| Consumer Cyclical | Cafés | 600.97Cr | -22.74% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 1.11TCr | +3.58% | |
| Industrials | Other Heavy Electrical Equipment | 4.33TCr | +77.82% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.55TCr | -22.66% | |
| Industrials | Aerospace & Defense Electronics | 269.32Cr | +35.39% | |
| Industrials | Courier Services | 139.57Cr | +8.64% | |
| Consumer Cyclical | Hotels & Motels | 484.89Cr | -10.56% | |
| Industrials | Online Job Portals | 655.79Cr | -30.47% | |
| Industrials | Electric Construction | 217.75Cr | +26.14% | |
| Healthcare | Biopharmaceuticals | 1.79TCr | +6.03% | |
| Technology | Enterprise Software | 189.26Cr | -27.75% | |
| Technology | Financial Technology (Fintech) (NEC) | 791.63Cr | -18.12% | |
| Technology | Other Software | 354.43Cr | -3.12% | |
| Basic Materials | Silver Mining | 227.26Cr | +11.20% | |
| Basic Materials | Gold Mining | 434.5Cr | +7.36% | |
| Real Estate | Other Real Estate Development & Operations | 216.69Cr | -4.08% | |
| Financials | Other Investment Banking & Brokerage Services | 129.33Cr | -23.64% | |
| Industrials | Other Aerospace & Defense | 388Cr | +38.08% | |
| Technology | Enterprise Software | 139.71Cr | +2.68% | |
| Financials | Other Consumer Lending | 144.12Cr | -50.76% | |
| Healthcare | Other Pharmaceuticals | 323.03Cr | +6.29% | |
| Real Estate | Healthcare REITs | 980.76Cr | +10.84% | |
| Technology | Other Software | 682.02Cr | -3.94% | |
| Basic Materials | Other Specialty Mining & Metals | 867.8Cr | +101.18% | |
| Financials | Other Banks | 6.74TCr | -17.03% | |
| Financials | Commercial Banks | 118.13Cr | -12.75% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 126.17Cr | +6.60% | |
| Energy | Other Oil & Gas Transportation Services | 175.49Cr | -6.00% | |
| Technology | Electronic Component | 1.8TCr | +10.29% | |
| Technology | Electronic Component | 3.03TCr | -10.78% | |
| Healthcare | Specialty & Advanced Pharmaceuticals | 751.3Cr | -5.41% | |
| Technology | Other Semiconductors | 5.17TCr | +16.13% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 148.66Cr | -24.56% | |
| Technology | Application Software | 5.3TCr | -15.15% | |
| Consumer Cyclical | Used Merchandise Stores | 128.75Cr | +37.32% | |
| Technology | Enterprise Software | 174.2Cr | -24.55% | |
| Consumer Non-Cyclical | Cosmetics & Perfumes | 286.59Cr | -22.60% | |
| Basic Materials | Copper Ore Mining | 616.36Cr | -19.52% | |
| Financials | Other Investment Banking & Brokerage Services | 456.57Cr | -17.12% | |
| Industrials | Other Construction & Engineering | 110.55Cr | -16.00% | |
| Technology | Other Semiconductor Equipment & Testing | 52TCr | +28.02% | |
| Technology | Other Semiconductor Equipment & Testing | 26TCr | +23.96% | |
| Technology | Other Semiconductors | 1,52500Cr | -6.92% | |
| Technology | Other Communications & Networking | 17TCr | +1.94% | |
| Healthcare | Other Pharmaceuticals | 88TCr | -8.34% | |
| Technology | Semiconductor Testing Equipment & Service | 19TCr | +16.75% | |
| Technology | Other Semiconductors | 32TCr | -9.70% | |
| Healthcare | Bio Therapeutic Drugs | 1.82TCr | +9.80% | |
| Healthcare | Other Healthcare Facilities & Services | 268.16Cr | -8.56% | |
| Utilities | Renewable IPPs | 291.94Cr | +14.93% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 129.32Cr | +7.54% | |
| Industrials | Other Aerospace & Defense | 3.91TCr | +27.49% | |
| Industrials | Other Aerospace & Defense | 2.28TCr | +12.90% | |
| Energy | Other Oil Related Services and Equipment | 192.91Cr | +22.22% | |
News of the components
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