To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.
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
| Industrials | Transaction & Payment Services | 277.4Cr | -5.04% | ||
| Technology | Enterprise Software | 243.99Cr | -10.08% | ||
| Consumer Cyclical | Other Casinos & Gaming | 184.96Cr | -3.91% | ||
| Technology | Financial Technology (Fintech) (NEC) | 198.9Cr | +16.29% | ||
| Technology | Other Internet Services | 786.33Cr | -0.05% | ||
| Technology | Financial Technology (Fintech) (NEC) | 291.03Cr | -2.66% | ||
| Technology | Financial Technology (Fintech) (NEC) | 376.91Cr | -7.57% | ||
| Technology | Financial Technology (Fintech) (NEC) | 2.62TCr | +11.33% | ||
| Technology | Other Software | 103.33Cr | -3.04% | ||
| Consumer Cyclical | Entertainment Production Equipment & Services | 1.64TCr | +2.59% | ||
| Healthcare | Bio Diagnostics & Testing | 343.47Cr | +1.66% | ||
| Technology | Enterprise Software | 432.46Cr | -4.74% | ||
| Technology | Cloud Computing Services | 294.12Cr | -3.67% | ||
| Consumer Cyclical | Gyms, Fitness and Spa Centers | 603.98Cr | +4.12% | ||
| Technology | Other Semiconductors | 2.82TCr | +12.71% | ||
| Healthcare | Other Pharmaceuticals | 405.26Cr | -5.30% | ||
| Consumer Cyclical | Sporting Goods Stores | 2.11TCr | +2.38% | ||
| Technology | Enterprise Software | 2.13TCr | -1.90% | ||
| Technology | Other Software | 43TCr | +0.40% | ||
| Technology | System Software | 754.46Cr | -6.78% | ||
| Industrials | Transaction & Payment Services | 427.94Cr | +1.06% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 460.19Cr | +18.52% | ||
| Basic Materials | Gold Mining | 2.05TCr | +6.65% | ||
| Financials | Other Consumer Lending | 3.36TCr | +1.89% | ||
| Healthcare | Other Pharmaceuticals | 220.42Cr | -3.92% | ||
| Healthcare | Specialty & Advanced Pharmaceuticals | 851.64Cr | +6.23% | ||
| Basic Materials | Gold Mining | 806.27Cr | +13.64% | ||
| Technology | Enterprise Software | 1.97TCr | -11.45% | ||
| Healthcare | Other Pharmaceuticals | 201.45Cr | -7.18% | ||
| Healthcare | Other Pharmaceuticals | 4.9TCr | -7.14% | ||
| Healthcare | Other Biotechnology & Medical Research | 3.7TCr | +14.54% | ||
| Technology | Application Software | 22TCr | -1.36% | ||
| Basic Materials | Gold Mining | 689.61Cr | -4.75% | ||
| Technology | Other Semiconductors | 4,49400Cr | -0.81% | ||
| Technology | Social Media & Networking | 4.62TCr | +12.28% | ||
| Technology | Other Semiconductors | 2.91TCr | +8.54% | ||
| Technology | Enterprise Software | 15TCr | -9.85% | ||
| Consumer Cyclical | Hotels & Motels | 550.38Cr | -1.93% | ||
| Technology | Financial Technology (Fintech) (NEC) | 11TCr | +4.16% | ||
| Technology | Application Software | 5.47TCr | -6.40% | ||
| Industrials | Other Electrical Components & Equipment | 6.5TCr | +7.20% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 1.07TCr | +3.67% | ||
| Healthcare | Home Healthcare Services | 804.78Cr | +2.96% | ||
| Real Estate | Healthcare REITs | 846.99Cr | +2.38% | ||
| Industrials | Testing & Measuring Equipment | 607.96Cr | +13.71% | ||
| Healthcare | Other Healthcare Facilities & Services | 127.8Cr | +9.78% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 2.77TCr | +4.96% | ||
| Technology | Financial Technology (Fintech) (NEC) | 2.52TCr | +1.37% | ||
| Basic Materials | Gold Mining | 444.4Cr | +15.38% | ||
| Consumer Cyclical | Other Entertainment Production | 1.57TCr | -4.74% | ||
| Basic Materials | Silver Mining | 245.18Cr | +20.42% | ||
| Basic Materials | Gold Mining | 495.52Cr | +7.42% | ||
| Financials | Other Banks | 8.26TCr | -0.34% | ||
| Financials | Other Investment Banking & Brokerage Services | 182.84Cr | -2.69% | ||
| Consumer Cyclical | Guided Tour Operators | 3.22TCr | +0.20% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 141.58Cr | +16.13% | ||
| Industrials | Other Construction & Engineering | 3.65TCr | +15.00% | ||
| Technology | Electronic Component | 1.66TCr | +9.98% | ||
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 316.92Cr | +4.33% | ||
| Industrials | Transaction & Payment Services | 260.72Cr | +19.12% | ||
| Healthcare | Other Pharmaceuticals | 1.32TCr | -6.92% | ||
| Technology | Other Semiconductors | 1,67000Cr | +3.21% | ||
| Technology | Other Semiconductors | 1.2TCr | +23.43% | ||
| Basic Materials | Gold Mining | 1.79TCr | +12.47% | ||
| Technology | Other Semiconductors | 34TCr | +3.09% | ||
| Technology | Other Internet Services | 41TCr | -4.41% | ||
| Financials | Other Property & Casualty Insurance | 345.78Cr | -4.64% | ||
| Consumer Non-Cyclical | Food Wholesale | 137.95Cr | -2.69% | ||
| Technology | Enterprise Software | 3.88TCr | -4.31% | ||
| Industrials | Other Electrical Components & Equipment | 137.68Cr | +8.27% | ||
| Financials | Other Consumer Lending | 392.46Cr | +0.67% | ||
| Basic Materials | Copper Ore Mining | 769.04Cr | +1.38% | ||
| Healthcare | Biopharmaceuticals | 2.09TCr | +6.80% | ||
| Healthcare | Other Pharmaceuticals | 97TCr | +0.41% | ||
News of the components
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░░ ░░ ░░░░░░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░ ░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░ ░░ ░░░░ ░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░░ ░ ░░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░ ░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░ ░░░░ ░░ ░░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░ ░ ░░░░░ ░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░ ░░░░░░ ░░░░░░░░░░░ ░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░░ ░░░ ░░░ ░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░ ░░░░ ░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░░░░ ░░░░ ░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░░░░ ░░ ░░░ ░░ ░░░░░ | ░░ |
| ░░░░ | ░░░ ░ ░░░░░░ ░░░░░░░░░ ░░░░░ ░ ░░ ░░░░░░░ ░░ ░░░ ░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░ ░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░ ░░░ ░░░░░░░░░░░ ░░░░░░ ░░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░ ░░░░░░ | ░░ |
Heatmap
Calendar of the components
| ░░░░ | ░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░ ░░░░░░░░░░ ░░░ ░░░░░ ░░░ ░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░ ░░░░░░░░░░ ░░░ ░░░░░ ░░░ ░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░ ░░░░ ░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░░░ ░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ |
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Style Lists MarketScreener
- Growth stocks: Investing in high-growth companies
















