Investment Themes

Serial buyers

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Investment Themes

While most M&A transactions destroy shareholder value, some companies led by brilliant leaders stand out by making accretive acquisitions.

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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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI