Investment Themes

Focus on boat stocks!

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Investment Themes

On stock markets, the boating sector has a small fleet of players and can be a winning proposition. There are some great companies that are worth looking at. It may even be possible for an investor with a passion for boating to combine pleasure and performance.

Whether it is shipyards, engine manufacturers, fittings companies, or charter companies the aim of this thematic list is to identify the various players in the sector. The yachting sector, after a slight decrease in 2020, seems to have the wind in its sails again. As a sector directly correlated to household sentiment, it follows economic cycles with a slight inertia, and will outperform markets in good times. Keep in mind, however, that in a bear market, these stocks can take on water.

Our selection

Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
291.96Cr +1.29%
Technology
Other Communications & Networking
5.12TCr +30.97%
Consumer Cyclical
Other Recreational Products
371.69Cr -22.17%
Consumer Cyclical
Sailing Yachts & Motorboats
138.72Cr +10.30%
Consumer Cyclical
Other Recreational Products
292.03Cr -12.35%
Consumer Cyclical
Other Construction Supplies & Fixtures
9.39Cr -8.73%
Technology
Other Electronic Equipment & Parts
2.94TCr +22.94%
Consumer Non-Cyclical
Consumer Goods Conglomerates
1.75TCr +53.52%
Consumer Cyclical
Construction Supplies
328.66Cr -6.20%
Industrials
Heavy Trucks
7.08TCr +6.39%
Consumer Cyclical
Sailing Yachts & Motorboats
18Cr -8.78%
Industrials
Construction Machinery
36TCr +33.60%
Consumer Cyclical
Sailing Yachts & Motorboats
7.57Cr -19.73%
Consumer Cyclical
Other Recreational Products
89Cr -20.46%
Consumer Cyclical
Sailing Yachts & Motorboats
67Cr -13.67%
Consumer Cyclical
Motorcycles & Scooters
714.52Cr -2.72%
Consumer Cyclical
Other Recreational Products
502.87Cr +4.46%
Consumer Cyclical
Luxury Recreational Products
50Cr -9.84%
Consumer Cyclical
Sailing Yachts & Motorboats
36Cr +17.35%
Consumer Cyclical
Sailing Yachts & Motorboats
50Cr -10.22%
Consumer Cyclical
Leisure Products Wholesale
62Cr +17.62%
Consumer Cyclical
Leisure Products Wholesale
16Cr -8.04%
Consumer Cyclical
Other Recreational Products
53Cr +16.70%
Consumer Cyclical
Marinas
6.16Cr -12.58%
Consumer Cyclical
Sailing Yachts & Motorboats
6.72Cr +32.57%
Consumer Cyclical
Sailing Yachts & Motorboats
9.98Cr -15.53%
Consumer Cyclical
Sailing Yachts & Motorboats
27Cr -12.79%

News of the components

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Ratings chart - Surperformance

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  3. Focus on boat stocks!