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
| Basic Materials | Specialty Mining & Metals Wholesale | 114.74Cr | +13.60% | ||
| Industrials | Other Electrical Components & Equipment | 99Cr | +97.14% | ||
| Industrials | Other Construction & Engineering | 6.1TCr | +80.07% | ||
| Technology | Technology Consulting & Outsourcing Services | 413.16Cr | -15.43% | ||
| Industrials | Testing & Measuring Equipment | 1.05TCr | +77.57% | ||
| Technology | Other IT Services & Consulting | 1.05TCr | -15.69% | ||
| Technology | Enterprise Software | 611.09Cr | -11.48% | ||
| Technology | Application Software | 8.93TCr | -32.77% | ||
| Technology | Other Semiconductors | 1,87600Cr | +8.19% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 14TCr | -28.96% | ||
| Financials | Investment Management | 393.3Cr | -15.66% | ||
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 2.99TCr | +49.63% | ||
| Technology | Enterprise Software | 4.03TCr | -14.42% | ||
| Healthcare | Medical Imaging Systems | 12Cr | +2.91% | ||
| Technology | Other IT Services & Consulting | 387.42Cr | -19.09% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 1.21TCr | +29.35% | ||
| Healthcare | Home Healthcare Services | 201.43Cr | +5.99% | ||
| Industrials | Other Aircraft Parts Manufacturing | 4.08TCr | +6.32% | ||
| Technology | Other Communications & Networking | 254.29Cr | +14.70% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 1.22TCr | +35.88% | ||
| Technology | Other Semiconductors | 27TCr | +67.86% | ||
| Technology | Other Electronic Equipment & Parts | 1.85TCr | +3.90% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 5.21TCr | +16.30% | ||
| Industrials | Other Electrical Components & Equipment | 5.35TCr | +15.58% | ||
| Technology | Other Software | 550.31Cr | -24.97% | ||
| Technology | Testing Services | 110.68Cr | -30.77% | ||
| Technology | Integrated Circuits | 145.44Cr | +58.79% | ||
| Industrials | Other Construction & Engineering | 287.55Cr | +52.87% | ||
| Real Estate | Other Real Estate Services | 676.15Cr | -0.62% | ||
| Industrials | Other Business Support Services | 679.27Cr | +30.66% | ||
| Energy | Gasoline Stations | 5.82TCr | +20.61% | ||
| Industrials | Other Electrical Components & Equipment | 208.64Cr | +5.78% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 6.47TCr | +38.95% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 519Cr | +15.32% | ||
| Technology | Integrated Hardware & Software | 167.44Cr | -6.12% | ||
| - | - | 4.47TCr | - | ||
| Consumer Cyclical | Construction Supplies & Fixtures Wholesale | 4.47TCr | +3.54% | ||
| Industrials | Industrial Parts & Components | 181.19Cr | -1.68% | ||
| Technology | Other IT Services & Consulting | 15Cr | -32.03% | ||
| Technology | Other Software | 1.28TCr | -30.34% | ||
| Industrials | Building Contractors | 108.73Cr | +50.70% | ||
| Technology | Other Software | 21Cr | -27.01% | ||
| Industrials | Diversified Industrial Goods Wholesale | 955.92Cr | +7.03% | ||
| Technology | Application Software | 3.52TCr | -18.18% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 1.55TCr | -4.89% | ||
| Technology | Other Electronic Equipment & Parts | 2.89TCr | +23.52% | ||
| Industrials | Other Environmental Services & Equipment | 2.23TCr | -5.58% | ||
| Industrials | Electric Equipment Wholesale | 1.31TCr | +15.96% | ||
| Consumer Cyclical | Other Auto Vehicles, Parts & Service Retailers | 406.69Cr | -2.52% | ||
| Industrials | Diversified Industrial Goods Wholesale | 1.18TCr | +34.01% | ||
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 4.85TCr | -9.71% | ||
| Industrials | Diversified Industrial Goods Wholesale | 5.14TCr | +16.79% | ||
| Industrials | Diversified Industrial Goods Wholesale | 8.43TCr | +2.05% | ||
| Industrials | Diversified Industrial Goods Wholesale | 4.66TCr | +17.00% | ||
| Consumer Cyclical | Beauty Supply Shop | 3.5TCr | +33.05% | ||
| Industrials | Diversified Industrial Goods Wholesale | 464.26Cr | -13.42% | ||
| Consumer Cyclical | Other Miscellaneous Specialty Retailers | 1.58TCr | -37.99% | ||
| Technology | Electronic Component | 86Cr | +14.50% | ||
| Basic Materials | Wood Products | 306.87Cr | -6.68% | ||
| Basic Materials | Other Specialty Chemicals | 546.97Cr | +26.59% | ||
| Technology | Other Internet Services | 1.16TCr | -54.83% | ||
| Industrials | Other Industrial Machinery & Equipment | 824.1Cr | +6.07% | ||
| Industrials | Air & Gas Compressors | 9.11TCr | +17.52% | ||
| Industrials | Other Industrial Machinery & Equipment | 2.86TCr | +11.41% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 20TCr | -6.26% | ||
| Industrials | Industrial Machinery | 1.6TCr | +22.01% | ||
| Healthcare | Hospitals, Clinics & Primary Care Services | 108.63Cr | -4.99% | ||
| Financials | Other Holding Companies | 36Cr | -13.52% | ||
| Technology | Application Software | 155.01Cr | +10.74% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 726.46Cr | +35.75% | ||
| Industrials | Diversified Industrial Goods Wholesale | 8.35TCr | -2.81% | ||
| - | - | 552.06Cr | - | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 836Cr | -11.91% | ||
| Industrials | Diversified Industrial Goods Wholesale | 10TCr | +26.32% | ||
| Consumer Cyclical | Leisure Products Wholesale | 737.5Cr | -9.11% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 10Cr | -32.76% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 71Cr | +7.64% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 209.97Cr | +5.22% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 1.49TCr | +14.31% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 751.78Cr | -3.76% | ||
| Consumer Cyclical | Copyright Management | 36Cr | +0.36% | ||
| Consumer Cyclical | Other Construction Supplies & Fixtures | 3.81TCr | -7.50% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 23Cr | -9.65% | ||
| Industrials | Pump & Pumping Equipment | 422.64Cr | -23.22% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 7.81TCr | +14.89% | ||
| Energy | Other Oil Related Services and Equipment | 179.96Cr | -29.16% | ||
| Industrials | Other Aircraft Parts Manufacturing | 6.89TCr | -7.42% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 762.57Cr | +1.97% | ||
| Technology | Other Electronic Equipment & Parts | 2.24TCr | -26.85% | ||
| Consumer Non-Cyclical | Consumer Repair Services | 274.98Cr | -33.91% | ||
| Financials | Insurance Brokers | 2.27TCr | -12.87% | ||
| Industrials | Civil Engineers & Architects | 118.07Cr | -18.85% | ||
| Healthcare | Veterinary Drugs | 3.12TCr | -38.87% | ||
| Healthcare | Veterinary Drugs | 173.15Cr | +7.28% | ||
| Industrials | Other Business Support Services | 37Cr | -18.25% | ||
| Consumer Cyclical | Auto & Truck Parts Wholesale | 31Cr | -11.38% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 163.93Cr | -18.40% | ||
| Consumer Non-Cyclical | Other Food Processing | 1.51TCr | +8.40% | ||
| Industrials | Other Business Support Services | 119.97Cr | -30.67% | ||
| Industrials | Commercial Equipment Rental | 6.56TCr | +32.43% | ||
News of the components
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