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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
| Consumer Cyclical | Electric (Alternative) Vehicles | 904.77Cr | +50.91% | ||
| Industrials | Courier Services | 132.17Cr | +20.24% | ||
| Basic Materials | Gold Mining | 210.63Cr | +92.33% | ||
| Technology | Enterprise Software | 302.31Cr | +15.43% | ||
| Technology | Financial Technology (Fintech) (NEC) | 198.5Cr | +168.68% | ||
| Consumer Cyclical | Other Casinos & Gaming | 187.8Cr | +38.63% | ||
| Technology | Other Internet Services | 811.49Cr | +59.07% | ||
| Industrials | Transaction & Payment Services | 318.38Cr | -33.81% | ||
| Technology | Financial Technology (Fintech) (NEC) | 265.88Cr | +126.52% | ||
| Technology | Financial Technology (Fintech) (NEC) | 436.74Cr | +0.77% | ||
| Technology | Financial Technology (Fintech) (NEC) | 2.41TCr | +115.99% | ||
| Consumer Cyclical | Entertainment Production Equipment & Services | 1.56TCr | +42.99% | ||
| Technology | Enterprise Software | 466.1Cr | -25.00% | ||
| Technology | Cloud Computing Services | 295.63Cr | -15.14% | ||
| Consumer Cyclical | Gyms, Fitness and Spa Centers | 566.28Cr | +17.09% | ||
| Healthcare | Other Pharmaceuticals | 447.37Cr | +6.31% | ||
| Industrials | Transaction & Payment Services | 412.32Cr | +27.26% | ||
| Basic Materials | Other Gold | 115.25Cr | +135.27% | ||
| Basic Materials | Gold Mining | 481.47Cr | +159.51% | ||
| Consumer Cyclical | Sporting Goods Stores | 2.19TCr | +40.77% | ||
| Healthcare | Specialty & Advanced Pharmaceuticals | 736.75Cr | +29.47% | ||
| Basic Materials | Gold Mining | 476.43Cr | +104.28% | ||
| Consumer Non-Cyclical | Other Drug Retailers | 1.11TCr | +53.92% | ||
| Technology | Enterprise Software | 2.08TCr | -1.32% | ||
| Industrials | Electric Construction | 154.82Cr | -29.20% | ||
| Technology | Other Software | 45TCr | +147.97% | ||
| Technology | System Software | 821.73Cr | -31.25% | ||
| Basic Materials | Gold Mining | 384.33Cr | +118.63% | ||
| Technology | Mobile Application Software | 557.87Cr | +54.92% | ||
| Technology | Social Media & Networking | 4.51TCr | +42.89% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 448.4Cr | +104.68% | ||
| Basic Materials | Gold Mining | 605.79Cr | +261.11% | ||
| Healthcare | Biopharmaceuticals | 1.84TCr | +128.55% | ||
| Financials | Other Consumer Lending | 3.41TCr | +75.78% | ||
| Basic Materials | Gold Mining | 1.9TCr | +264.16% | ||
| Technology | Application Software | 5.86TCr | -13.17% | ||
| Technology | Other Internet Services | 652.85Cr | +66.92% | ||
| Industrials | Other Electrical Components & Equipment | 6.95TCr | +57.26% | ||
| Technology | Enterprise Software | 2.06TCr | -44.43% | ||
| Healthcare | Other Pharmaceuticals | 203.96Cr | +76.84% | ||
| Healthcare | Other Pharmaceuticals | 5.34TCr | +75.36% | ||
| Basic Materials | Other Gold | 243.31Cr | +73.23% | ||
| Healthcare | Other Biotechnology & Medical Research | 3.57TCr | +73.70% | ||
| Consumer Cyclical | Jewelry | 1.41TCr | +165.34% | ||
| Technology | Application Software | 24TCr | +121.41% | ||
| Technology | Other Semiconductors | 4,46600Cr | +34.73% | ||
| Healthcare | Bio Therapeutic Drugs | 5.49TCr | +26.13% | ||
| Real Estate | Other Real Estate Services | 120.21Cr | +16.67% | ||
| Technology | Other Semiconductors | 2.78TCr | +31.14% | ||
| Consumer Cyclical | Hotels & Motels | 567.72Cr | +55.08% | ||
| Technology | Cloud Computing Services | 1.29TCr | -22.52% | ||
| Technology | Enterprise Software | 18TCr | -18.17% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 1.18TCr | +43.01% | ||
| Technology | Cloud Computing Services | 132.78Cr | -30.68% | ||
| Industrials | Aerospace & Defense Electronics | 137.02Cr | +175.82% | ||
| Healthcare | Home Healthcare Services | 729.38Cr | +110.80% | ||
| Industrials | Testing & Measuring Equipment | 577.49Cr | +50.66% | ||
| Healthcare | Bio Diagnostics & Testing | 342.52Cr | +6.62% | ||
| Technology | Other Semiconductors | 2.85TCr | +129.83% | ||
| Healthcare | Other Healthcare Facilities & Services | 124.8Cr | +456.86% | ||
| Healthcare | Other Pharmaceuticals | 1.55TCr | +13.37% | ||
| Basic Materials | Gold Mining | 432.95Cr | +126.09% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 2.63TCr | -11.35% | ||
| Technology | Financial Technology (Fintech) (NEC) | 2.34TCr | +13.35% | ||
| Technology | Enterprise Software | 136.11Cr | +11.53% | ||
| Real Estate | Healthcare REITs | 857.33Cr | +64.32% | ||
| Financials | Other Banks | 8.09TCr | +62.36% | ||
| Financials | Other Investment Banking & Brokerage Services | 163.17Cr | +45.20% | ||
| Technology | Enterprise Software | 581.6Cr | -11.55% | ||
| Basic Materials | Silver Mining | 199.1Cr | +89.29% | ||
| Consumer Cyclical | Guided Tour Operators | 3.05TCr | +59.06% | ||
| Consumer Cyclical | Other Entertainment Production | 1.55TCr | +38.58% | ||
| Technology | Social Media & Networking | 157.17Cr | +154.84% | ||
| Basic Materials | Other Specialty Mining & Metals | 434.46Cr | +157.59% | ||
| Financials | Other Consumer Lending | 259.61Cr | +1.35% | ||
| Technology | Machine Learning & Artificial Intelligence (AI) Services | 287.18Cr | -19.33% | ||
| Consumer Non-Cyclical | Cosmetics & Perfumes | 4.96TCr | +62.16% | ||
| Technology | Other IT Services & Consulting | 244.54Cr | +94.94% | ||
| Industrials | Other Construction & Engineering | 3.59TCr | +141.69% | ||
| Industrials | Other Construction & Engineering | 114.83Cr | +102.17% | ||
| Industrials | Smart Grid & Electrical Transmission | 148.74Cr | +206.67% | ||
| Consumer Cyclical | Other Entertainment Production | 225.45Cr | +69.39% | ||
| Energy | Other Oil & Gas Transportation Services | 199.63Cr | +209.87% | ||
| Industrials | Maintenance & Repair Services | 197.98Cr | +21.47% | ||
| Technology | Electronic Component | 1.85TCr | +140.21% | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 308.2Cr | +47.20% | ||
| Industrials | Transaction & Payment Services | 244.23Cr | +73.22% | ||
| Financials | Other Property & Casualty Insurance | 314.5Cr | +15.82% | ||
| Technology | Other Semiconductors | 3.27TCr | +485.98% | ||
| Consumer Non-Cyclical | Cosmetics & Perfumes | 437.15Cr | +140.03% | ||
| Healthcare | Bio Therapeutic Drugs | 1.78TCr | +90.66% | ||
| Healthcare | Other Pharmaceuticals | 591.18Cr | +51.58% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 110.2Cr | +71.65% | ||
| Healthcare | Biopharmaceuticals | 1.87TCr | +39.13% | ||
| Healthcare | Medical Equipment | 195.78Cr | +49.01% | ||
| Industrials | Other Aerospace & Defense | 2.91TCr | +115.45% | ||
| Healthcare | Other Pharmaceuticals | 89TCr | +30.75% | ||
| Financials | Other Property & Casualty Insurance | 227.06Cr | +56.37% | ||
News of the components
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Heatmap
Calendar of the components
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