Investment Themes
These companies are particularly rare on the stock market, but once you've found them, it's usually in your interest to hold on to them for the long term. Executives who excel in capital allocation and accretive financial transactions are able to generate high returns on investment while boosting their company's growth.
This thematic list aims to identify the leading serial acquirers, those with a track record of successful acquisitions, mergers and integrations.
Our selection
| Technology | Other IT Services & Consulting | 373.67Cr | -15.81% | ||
| Healthcare | Home Healthcare Services | 189.16Cr | +0.70% | ||
| Technology | Other Electronic Equipment & Parts | 1.86TCr | +2.49% | ||
| Technology | Technology Consulting & Outsourcing Services | 429.49Cr | -13.99% | ||
| Technology | Other Semiconductors | 1,63100Cr | -1.64% | ||
| Technology | Testing Services | 108.92Cr | -29.32% | ||
| Industrials | Other Construction & Engineering | 4.52TCr | +36.04% | ||
| Technology | Other IT Services & Consulting | 1.24TCr | -6.50% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 18TCr | -12.57% | ||
| Technology | Application Software | 11TCr | -24.38% | ||
| Basic Materials | Specialty Mining & Metals Wholesale | 162.25Cr | +83.82% | ||
| Technology | Integrated Hardware & Software | 158.69Cr | -1.06% | ||
| Consumer Cyclical | Other Auto Vehicles, Parts & Service Retailers | 434.52Cr | -1.71% | ||
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 2.44TCr | +18.28% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 1.05TCr | +10.50% | ||
| Technology | Enterprise Software | 579.24Cr | -21.86% | ||
| Industrials | Other Aircraft Parts Manufacturing | 3.87TCr | -0.07% | ||
| Industrials | Other Electrical Components & Equipment | 5.37TCr | +13.54% | ||
| Technology | Other Software | 1.53TCr | -20.58% | ||
| Industrials | Other Environmental Services & Equipment | 2.3TCr | -6.99% | ||
| Healthcare | Medical Imaging Systems | 12Cr | -4.65% | ||
| Industrials | Other Business Support Services | 653.92Cr | +18.51% | ||
| Technology | Electronic Component | 82Cr | +6.67% | ||
| Industrials | Diversified Industrial Goods Wholesale | 648.67Cr | +19.44% | ||
| Industrials | Diversified Industrial Goods Wholesale | 6.27TCr | +42.11% | ||
| Basic Materials | Wood Products | 396.2Cr | +17.69% | ||
| Industrials | Other Electrical Components & Equipment | 209.82Cr | +2.13% | ||
| Consumer Cyclical | Other Miscellaneous Specialty Retailers | 2.84TCr | +8.08% | ||
| Industrials | Industrial Parts & Components | 178.03Cr | -14.12% | ||
| Healthcare | Hospitals, Clinics & Primary Care Services | 128.44Cr | +9.37% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 1TCr | +4.25% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 5.34TCr | +16.27% | ||
| Industrials | Civil Engineers & Architects | 143.02Cr | -2.40% | ||
| Technology | Other Electronic Equipment & Parts | 3.08TCr | +29.21% | ||
| Industrials | Diversified Industrial Goods Wholesale | 986.04Cr | -1.28% | ||
| Financials | Insurance Brokers | 2.31TCr | -15.17% | ||
| Technology | Enterprise Software | 3.86TCr | -26.09% | ||
| Industrials | Other Construction & Engineering | 498.36Cr | +7.27% | ||
| Technology | Other IT Services & Consulting | 20Cr | -17.65% | ||
| Industrials | Testing & Measuring Equipment | 732.52Cr | +21.12% | ||
| Healthcare | Medical Software & Technology Services | 37Cr | -15.42% | ||
| Energy | Gasoline Stations | 5.42TCr | +6.72% | ||
| Consumer Cyclical | Hotels & Motels | 494.9Cr | +15.29% | ||
| Real Estate | Other Real Estate Services | 750.31Cr | +2.87% | ||
| Industrials | Electric Equipment Wholesale | 1.31TCr | +11.79% | ||
| Industrials | Diversified Industrial Goods Wholesale | 4.85TCr | +20.95% | ||
| Consumer Cyclical | Leisure Products Wholesale | 978.06Cr | +16.87% | ||
| Industrials | Other Construction & Engineering | 213.12Cr | +3.79% | ||
| Industrials | Industrial Machinery | 1.62TCr | +23.03% | ||
| Industrials | Pump & Pumping Equipment | 633.15Cr | +7.95% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 500.16Cr | -0.09% | ||
| Industrials | Other Industrial Machinery & Equipment | 3.09TCr | +17.54% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 8.43TCr | +19.47% | ||
| Technology | Application Software | 3.75TCr | -21.63% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 1.63TCr | -9.09% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 5.66TCr | +17.74% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 21TCr | -6.84% | ||
| Healthcare | Veterinary Drugs | 5.61TCr | +1.84% | ||
| Technology | Other Semiconductors | 20TCr | +27.34% | ||
| Industrials | Building Contractors | 1.46TCr | +29.41% | ||
| Consumer Cyclical | Other Entertainment Production | 1.58TCr | +1.59% | ||
| Technology | Other Communications & Networking | 223.74Cr | -3.63% | ||
| Industrials | Other Business Support Services | 44Cr | -7.49% | ||
| Real Estate | Other Real Estate Services | 729.52Cr | -1.64% | ||
| Industrials | Other Industrial Machinery & Equipment | 73Cr | -14.17% | ||
| Industrials | Other Electrical Components & Equipment | 224.54Cr | +5.87% | ||
| Healthcare | Medical Software & Technology Services | 8.83Cr | -8.89% | ||
| Healthcare | Other Pharmaceuticals | 50Cr | +14.64% | ||
| Industrials | Diversified Industrial Goods Wholesale | 9.32TCr | +8.35% | ||
| Industrials | Diversified Industrial Goods Wholesale | 935.74Cr | +4.34% | ||
| Industrials | Diversified Industrial Goods Wholesale | 9.79TCr | +18.35% | ||
| - | - | 635.28Cr | - | ||
| Technology | Other Internet Services | 284.49Cr | -6.73% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 39Cr | +3.22% | ||
| Industrials | Civil Engineers & Architects | 25Cr | -11.71% | ||
| Consumer Non-Cyclical | Other Personal Services | 1.18TCr | +6.95% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 24Cr | -7.51% | ||
| Technology | Electronic Component | 515.7Cr | +21.90% | ||
| Industrials | Building Contractors | 78Cr | +2.94% | ||
| - | - | 5.12TCr | - | ||
| Consumer Cyclical | Construction Supplies & Fixtures Wholesale | 5.12TCr | +18.53% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 747.93Cr | -9.96% | ||
| Industrials | Other Industrial Machinery & Equipment | 948.3Cr | -2.75% | ||
| Consumer Cyclical | Other Construction Supplies & Fixtures | 4.88TCr | +8.53% | ||
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 6.02TCr | +8.06% | ||
| Industrials | Commercial Equipment Rental | 5.52TCr | +8.31% | ||
| Healthcare | Veterinary Drugs | 155.77Cr | -12.66% | ||
| Industrials | Legal & Tax Information Providers | 93Cr | -24.06% | ||
| Financials | Private Equity | 86Cr | -9.02% | ||
| Financials | Insurance Brokers | 5.6TCr | -17.86% | ||
| Technology | Other Internet Services | 2.16TCr | -24.38% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 1.07TCr | +11.28% | ||
| Industrials | Diversified Industrial Goods Wholesale | 12TCr | +43.25% | ||
| Healthcare | Other Biotechnology & Medical Research | 1.41TCr | +8.08% | ||
| Industrials | Other Business Support Services | 173.5Cr | -6.73% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 70Cr | -1.72% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 567.5Cr | +7.00% | ||
| Consumer Non-Cyclical | Other Food Processing | 1.48TCr | -0.64% | ||
| Consumer Cyclical | Auto & Truck Parts Wholesale | 37Cr | +2.99% | ||
| Industrials | Other Electrical Components & Equipment | 64Cr | +23.74% | ||
News of the components
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Calendar of the components
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