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Investment Themes
I'm reminded of what Peter Lynch said in his famous book "One Up On Wall Street", when he explained that companies operating in sectors considered boring are often undervalued.
It's true that waste management, elevator installation, termite extermination, food retailing, the marketing of degreasing agents or the rental of work uniforms aren't exactly the stuff of dreams. And yet, behind this spleen sometimes lie high-quality, well-managed companies that put a smile on their shareholders' faces.
We've put together a thematic list of companies that operate in sectors considered boring and uninteresting, but which nevertheless deliver performance to their shareholders in terms of share price appreciation and dividend payments.
Our selection
 | - | - | 6.66TCr | - | |
| - | - | 2.88TCr | - | |
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 5.97TCr | +4.97% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 5.13TCr | +5.88% | |
| Consumer Cyclical | Other Discount Stores | 45TCr | +17.06% | |
| Industrials | Commercial Equipment Rental | 4.62TCr | -9.57% | |
| Consumer Cyclical | Plumbing Fixtures & Fittings | 2.36TCr | -10.36% | |
| Basic Materials | Other Construction Materials | 3.54TCr | -5.49% | |
| Basic Materials | Paint & Coating | 7.83TCr | -1.06% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 95Cr | -12.98% | |
| Industrials | Elevator & Conveying Equipment | 3.61TCr | -7.82% | |
| Consumer Non-Cyclical | Starch, Vegetable Fat & Oil Manufacturing | 662.07Cr | -10.08% | |
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 760.31Cr | +13.51% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 7.66TCr | +8.05% | |
| Industrials | Other Environmental Services & Equipment | 6.97TCr | +6.30% | |
| Industrials | Other Environmental Services & Equipment | 9.62TCr | +8.62% | |
| Basic Materials | Cement & Concrete Manufacturing | 585.99Cr | -10.64% | |
| Industrials | Other Business Support Services | 7.73TCr | +3.01% | |
| Consumer Cyclical | Other Auto & Truck Manufacturers | 17Cr | -16.04% | |
| Consumer Non-Cyclical | Other Household Products | 304.45Cr | +14.19% | |
| Industrials | Waste Management, Disposal & Recycling Services | 4.27TCr | -4.03% | |
| Consumer Cyclical | Other Discount Stores | 3.89TCr | -4.28% | |
| Consumer Non-Cyclical | Other Tobacco | 27TCr | +8.51% | |
| Technology | Other Electronic Equipment & Parts | 818.03Cr | +29.88% | |
| Basic Materials | Plastic Containers & Packaging | 829.6Cr | +4.95% | |
| Basic Materials | Other Steel | 2.54TCr | +1.62% | |
| Industrials | Industrial Machinery | 447.22Cr | -11.05% | |
| Consumer Non-Cyclical | Other Household Products | 1.31TCr | +9.24% | |
| Consumer Non-Cyclical | Sanitary Products | 3.25TCr | -1.90% | |
| Basic Materials | Paint & Coating | 1.28TCr | -4.06% | |
| Industrials | Other Industrial Machinery & Equipment | 63Cr | -33.29% | |
| Consumer Cyclical | Other Construction Supplies & Fixtures | 957.84Cr | -15.76% | |
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 7.8TCr | +0.91% | |
| Industrials | Elevator & Conveying Equipment | 3.21TCr | -4.58% | |
| Industrials | Waste Management, Disposal & Recycling Services | 575.95Cr | -8.37% | |
| Consumer Non-Cyclical | Other Household Products | 2.35TCr | +17.21% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 1LCr | +12.88% | |
| Consumer Cyclical | Discount Stores with Grocery | 152.06Cr | -4.91% | |
| Consumer Non-Cyclical | Other Personal Services | 1.09TCr | -0.33% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 1.37TCr | -2.83% | |
| Industrials | Other Heavy Machinery & Vehicles | 650.45Cr | -3.86% | |
| Energy | Gasoline Stations | 5.55TCr | +9.55% | |
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 164.09Cr | +26.75% | |
| Utilities | Other Electric Utilities | 2.63TCr | +5.40% | |
| Industrials | Waste Management, Disposal & Recycling Services | 1.55TCr | +1.75% | |
| Industrials | Waste Management, Disposal & Recycling Services | 66Cr | +0.68% | |
| Consumer Cyclical | Builder Merchants | 601.08Cr | -6.67% | |
| Consumer Cyclical | Furniture | 1.61TCr | -13.82% | |
| Consumer Non-Cyclical | Cigars & Cigarette Manufacturing | 11TCr | +17.72% | |
| Industrials | Pest Control Services | 2.67TCr | -6.83% | |
| Industrials | Elevator & Conveying Equipment | 3.36TCr | -7.33% | |
| Consumer Non-Cyclical | Other Food Processing | 561.77Cr | -2.73% | |
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 1.1TCr | +0.12% | |
| Utilities | Other Multiline Utilities | 2.8TCr | +11.74% | |
| Industrials | Waste Management, Disposal & Recycling Services | 137.5Cr | -3.19% | |
| Industrials | Other Business Support Services | 172.36Cr | -7.90% | |
| Consumer Cyclical | Auto & Truck Parts Wholesale | 63Cr | +8.31% | |
| Industrials | Security Services | 185.99Cr | -13.46% | |
| Industrials | Waste Management, Disposal & Recycling Services | 379.74Cr | -9.27% | |
News of the components
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Boring but successful businesses
