Investment Themes
The size of the company, in the stock market sense of the term, refers to the market capitalization of the listed company, i.e. its market value. It is obtained by multiplying the total number of shares comprising the share capital by their price.
The size of a company is an investment factor, along with growth, value, volatility, quality or momentum. In investment terms, a factor is a characteristic that helps explain the long-term risk and return of an asset. Small-caps have historically demonstrated higher returns than the market over the long term - especially large-caps - but also have higher volatility.
Size is considered a pro-cyclical factor, meaning that it has tended to benefit from periods of economic expansion. Small caps tend to outperform in bull markets and underperform in bear markets.
The investment style list below is designed to identify small-caps with a market capitalization of less than $1 billion that have the best fundamentals in their respective markets.
Several geographic regions are proposed. The global list includes companies listed in the world's major financial centers. The other lists are regional: North America (United States, Canada), Europe, Asia (Japan, Australia, Singapore, Hong Kong), Emerging Markets, United Kingdom, France, Germany, Switzerland, Netherlands and Italy.
Our selection
Technology | Other Internet Services | 93Cr | +23.36% | ||
Services académiques et éducatifs | Miscellaneous Educational Service Providers | 99Cr | +77.17% | ||
Technology | Other Internet Services | 88Cr | -34.55% | ||
Energy | Oil Exploration & Production - Offshore | 61Cr | +9.23% | ||
Healthcare | Bio Therapeutic Drugs | 51Cr | +19.92% | ||
Energy | Stationary Fuel Cells | 50Cr | -6.69% | ||
Industrials | Deep Sea Freight | 31Cr | +20.47% | ||
Financials | Other Consumer Lending | 74Cr | +7.77% | ||
Industrials | Deep Sea Freight | 93Cr | +21.21% | ||
Technology | Security Software | 62Cr | -16.45% | ||
Industrials | Other Heavy Electrical Equipment | 98Cr | -11.08% | ||
Technology | Integrated Hardware & Software | 21Cr | -21.05% | ||
Technology | Other Integrated Telecommunications Services | 35Cr | -13.16% | ||
Financials | Other Consumer Lending | 80Cr | -17.59% | ||
Basic Materials | Integrated Mining | 28Cr | +80.65% | ||
Energy | Oil Exploration & Production - Onshore | 28Cr | - | ||
Healthcare | Veterinary Drugs | 99Cr | +13.95% | ||
Consumer Cyclical | Beauty Supply Shop | 52Cr | -34.49% | ||
Energy | Other Oil & Gas Exploration and Production | 40Cr | +38.99% | ||
Energy | Other Oil & Gas Transportation Services | 24Cr | +19.12% | ||
Technology | Cloud Computing Services | 29Cr | -16.28% | ||
Basic Materials | Gold Mining | 36Cr | +153.12% | ||
Technology | Other Software | 79Cr | -2.97% | ||
Financials | Insurance Brokers | 53Cr | +13.44% | ||
Financials | Other Property & Casualty Insurance | 74Cr | +5.57% | ||
Industrials | Arms & Ammunitions Manufacturing | 72Cr | +3.51% | ||
Consumer Cyclical | Internet & Mail Order Department Stores | 91Cr | -5.94% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 89Cr | -20.00% | ||
Consumer Cyclical | Digital Media Agencies | 43Cr | -16.48% | ||
Consumer Cyclical | Optical Goods Stores | 33Cr | +59.91% | ||
Financials | Insurance Brokers | 50Cr | +13.56% | ||
Technology | Other Internet Services | 62Cr | -3.54% | ||
Utilities | Natural Gas Distribution | 98Cr | +1.82% | ||
Consumer Cyclical | Other Advertising & Marketing | 6.82Cr | -4.79% | ||
Basic Materials | Other Construction Materials | 12Cr | -24.45% | ||
Basic Materials | Other Specialty Chemicals | 61Cr | +25.07% | ||
Consumer Cyclical | Furniture | 24Cr | -29.63% | ||
Industrials | Education & Training Information Providers | 12Cr | -38.83% | ||
Real Estate | Other Commercial REITs | 36Cr | +14.87% | ||
Consumer Cyclical | Other Construction Supplies & Fixtures | 91Cr | -20.34% | ||
Energy | Other Oil & Gas Exploration and Production | 20Cr | -1.73% | ||
Healthcare | Specialty & Advanced Pharmaceuticals | 51Cr | +9.47% | ||
Healthcare | Other Pharmaceuticals | 90Cr | -8.94% | ||
Financials | Other Banks | 54Cr | +10.77% | ||
Real Estate | Mortgage REITs | 63Cr | +13.04% | ||
Financials | Other Banks | 67Cr | -9.45% | ||
Financials | Commercial Banks | 26Cr | -10.96% | ||
Technology | Scientific & Precision Equipment | 13Cr | -10.39% | ||
Real Estate | Mortgage REITs | 86Cr | -9.51% | ||
Healthcare | Medical Equipment | 78Cr | +24.25% | ||
Financials | Other Banks | 60Cr | -10.04% | ||
Financials | Commercial Banks | 46Cr | +0.11% | ||
Technology | Enterprise Software | 93Cr | -16.13% | ||
Healthcare | Bio Therapeutic Drugs | 9.11Cr | -49.01% | ||
Energy | Other Oil & Gas Exploration and Production | 17Cr | -18.18% | ||
Energy | Other Oil Related Services and Equipment | 74Cr | -4.48% | ||
Industrials | Other Airlines | 61Cr | -25.17% | ||
Technology | Other Software | 19Cr | -35.69% | ||
Energy | Integrated Oil & Gas | 59Cr | +13.15% | ||
Technology | Other Software | 59Cr | -25.73% | ||
Industrials | Construction Machinery | 94Cr | +19.20% | ||
Energy | Oil Exploration & Production - Onshore | 28Cr | -5.71% | ||
Healthcare | Bio Therapeutic Drugs | 58Cr | -26.06% | ||
Technology | E-commerce & Auction Services | 47Cr | -35.98% | ||
Technology | Other IT Services & Consulting | 15Cr | +47.97% | ||
Consumer Cyclical | Other Construction Supplies & Fixtures | 68Cr | +28.29% | ||
Consumer Cyclical | Other Advertising & Marketing | 66Cr | -0.60% | ||
Consumer Cyclical | Sporting & Outdoor Goods | 69Cr | -19.40% | ||
Financials | Other Banks | 55Cr | +1.32% | ||
Industrials | Transaction & Payment Services | 27Cr | +60.93% | ||
Financials | Other Banks | 44Cr | +3.21% | ||
Technology | Financial Technology (Fintech) (NEC) | 70Cr | -0.11% | ||
Financials | Other Banks | 29Cr | -1.04% | ||
Financials | Commercial Banks | 52Cr | +1.64% | ||
Basic Materials | Mining Support Activities | 13Cr | -26.14% | ||
Financials | Other Banks | 71Cr | -2.71% | ||
Consumer Cyclical | Quick Service Restaurants | 76Cr | +21.70% | ||
Financials | Other Banks | 18Cr | -6.17% | ||
Financials | Other Banks | 67Cr | -9.37% | ||
Financials | Commercial Banks | 74Cr | +14.75% | ||
Basic Materials | Iron, Steel Mills & Foundries | 59Cr | -0.85% | ||
Financials | Other Banks | 33Cr | -10.82% | ||
Basic Materials | Wood Products | 4.8Cr | -34.59% | ||
Healthcare | Other Healthcare Facilities & Services | 69Cr | +285.86% | ||
Healthcare | Other Pharmaceuticals | 38Cr | +22.00% | ||
Financials | Other Corporate Financial Services | 29Cr | -18.48% | ||
Healthcare | Medical Prosthetics | 54Cr | +27.41% | ||
Industrials | Other Environmental Services & Equipment | 82.91L | +2.50% | ||
Technology | Blockchain & Cryptocurrency (NEC) | 17Cr | +16.95% | ||
Industrials | Other Business Support Services | 28Cr | -5.89% | ||
Financials | Other Banks | 50Cr | -15.76% | ||
Basic Materials | Other Mining Support Services & Equipment | 59Cr | +12.67% | ||
Technology | Other Internet Services | 65Cr | -42.11% | ||
Energy | Other Oil & Gas Exploration and Production | 53Cr | +9.28% | ||
Financials | Wealth Management | 14Cr | -20.01% | ||
Energy | Other Oil & Gas Exploration and Production | 45Cr | +27.78% | ||
Financials | Other Banks | 94Cr | -13.31% | ||
Healthcare | Other Medical Equipment, Supplies & Distribution | 59Cr | -53.70% | ||
Healthcare | Bio Therapeutic Drugs | 47Cr | +26.13% | ||
Services académiques et éducatifs | Miscellaneous Educational Service Providers | 33Cr | +114.50% | ||
News of the components
░░░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░ ░░░░░ ░░░░░░░ ░░ ░░░░ ░░░ ░░░░░░ | ░░░░ | ░░ |
░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░░ ░░░░ ░░░░░░░░░░░ ░░ ░░░░ ░░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░ ░░░ ░░░░░ ░░░ ░░░░░░ | ░░░░ | ░░ |
░░░░░░░░ ░░ ░ ░░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░ ░░░░ ░░░ | ░░░░ | ░░ |
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░ | ░░░░ | ░░ |
░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░ | ░░░░ | ░░ |
░░░░░░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░░░░ | ░░░░ | ░░ |
░░░ ░░░░ ░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░ | ░░░░ | ░░ |
░░░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ | ░░░░ | ░░ |
░ ░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░ | ░░░░ | ░░ |
░░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░ | ░░░░ | ░░ |
░░░░░ ░ ░░░░ ░░ ░░░░ ░░░░░░░ | ░░░░ | ░░ |
░░░░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░ ░░░░ ░░░░░ ░░░░░░░░░░░░░ | ░░░░ | ░░ |
░ ░░░░ ░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░ | ░░░░ | ░░ |
░░░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░ | ░░░░ | ░░ |
░░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░ | ░░░░ | ░░ |
░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░░ ░░░░ ░░░ ░░░░░ ░░░░░░░░ | ░░░░ | ░░ |
░░░░░░ ░░░░░░░░░░ ░░░░ ░░░░ ░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░ ░ ░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░ ░░░░░░░░░ ░░░ ░░░░ ░░░░░░░░░░░ ░ ░░░░░░ | ░░░░ | ░░ |
░ ░░░░░ ░░░░░░░░ ░░░░ ░ ░░░░░░░░░░░░░░░░ ░░░░░ | ░░░░ | ░░ |
░░░░░░ ░ ░░░░ ░░░░░░░░ ░░░░░ | ░░░░ | ░░ |
░░░░░░░░░░░░ ░░░ ░░ | ░░░░ | ░░ |
Heatmap
Calendar of the components
░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ | ░░░░ |
░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ | ░░░░ |
░░░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░░░ |
░░░░░░░░░ ░░░░░░░░ ░ ░░░░░░░░░ | ░░░░ |
░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ | ░░░░ |
░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ | ░░░░ |
░░░░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░ | ░░░░ |
░░░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░░░ |
░░░░░ ░░░░░░░░░ ░ ░░░░░░░░░░░░░ ░░░░░░░░░░░░ | ░░░░ |
░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ | ░░░░ |
░░░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░░░ |
░░░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░░░ |
░░░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░░░ |
░░░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░░░ |
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ | ░░░░ |
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ | ░░░░ |
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ | ░░░░ |
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Style Lists MarketScreener
- Bet on small caps