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Investment Themes
The selection of companies presented below targets the construction of stock portfolios following a defensive investment strategy.
The focus is on larger capitalization companies, paying a relatively generous dividend yield, and offering healthy financial and operating conditions with good business visibility.
Our selection
 | Technology | Storage Devices | 4.44B | +165.62% | |
| Technology | Semiconductor Wholesale | 8.34B | +48.91% | |
| Consumer Cyclical | Sports & Outdoor Footwear | 1.3B | -23.02% | |
| Consumer Cyclical | Other Apparel & Accessories | 1.36B | +4.37% | |
| Real Estate | Residential Real Estate Development | 1.04B | -24.36% | |
| Consumer Non-Cyclical | Food Ingredients | 1.87B | +19.37% | |
| Technology | Wireless Telecom | 10.97B | +26.46% | |
| Industrials | Heavy Buses & Coaches | 9.42B | -11.47% | |
| Real Estate | Residential Real Estate Development | 1.87B | +0.28% | |
| Consumer Cyclical | Other Apparel & Accessories | 6.95B | +2.91% | |
| Real Estate | Residential Real Estate Services | 1.67B | -11.09% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 2.06B | -18.07% | |
| Consumer Non-Cyclical | Dairy Products | 4.92B | +1.63% | |
| Consumer Non-Cyclical | Other Brewers | 2.22B | -6.63% | |
| Technology | Other Integrated Telecommunications Services | 7.29B | +45.09% | |
| Consumer Cyclical | Jewelry | 1.98B | +2.22% | |
| Consumer Non-Cyclical | Animal Slaughtering & Processing | 12.89B | -7.61% | |
| Financials | Other Financial & Commodity Market Operators | 14.01B | +3.74% | |
| Energy | Integrated Oil & Gas | 150B | +12.30% | |
| Energy | Petroleum Product Wholesale | 1.55B | +11.11% | |
| Consumer Cyclical | Sports & Outdoor Footwear | 1.24B | -32.67% | |
| Consumer Cyclical | Women's Footwear | 1.52B | -4.68% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 1.23B | -4.15% | |
| Industrials | Other Marine Freight & Logistics | 2.05B | +26.21% | |
| Consumer Cyclical | Other Restaurants & Bars | 8.11B | -21.05% | |
| Technology | Other Integrated Telecommunications Services | 18.16B | -10.15% | |
| Technology | Other Integrated Telecommunications Services | 8.27B | -14.95% | |
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 4.31B | -3.38% | |
| Consumer Non-Cyclical | Other Food Processing | 1.83B | -15.42% | |
| Industrials | Other Construction & Engineering | 2.9B | -32.38% | |
| Industrials | Other Construction & Engineering | 4.51B | +4.15% | |
| Consumer Non-Cyclical | Other Brewers | 1.08B | -10.78% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 10.7B | -28.66% | |
| Technology | Other Wireless Telecommunications Services | 24.7B | -18.64% | |
| Consumer Non-Cyclical | Ready-Made Meals | 9.59B | +13.23% | |
| Consumer Cyclical | Other Home Furnishings | 1.52B | -31.95% | |
| Services académiques et éducatifs | Miscellaneous Educational Service Providers | 1.03B | -9.71% | |
| Real Estate | Residential Real Estate Services | 1.95B | -13.93% | |
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 2.01B | +43.76% | |
| Industrials | Batteries & Uninterruptable Power Supplies | 2.38B | +13.93% | |
| Technology | Other IT Services & Consulting | 4.92B | -1.49% | |
| Consumer Cyclical | Jewelry & Watch Retailers | 1.82B | +3.57% | |
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 1.18B | -23.73% | |
| Industrials | Other Shipbuilding | 14.22B | +35.34% | |
| Consumer Cyclical | Other Auto, Truck & Motorcycle Parts | 7.2B | -23.40% | |
| Industrials | Other Electrical Components & Equipment | 1.31B | -7.79% | |
| Industrials | Other Heavy Machinery & Vehicles | 1.61B | -0.34% | |
| Consumer Cyclical | Games, Toys & Children Vehicles | 6.61B | +1.39% | |
| Consumer Non-Cyclical | Other Food Processing | 2.7B | -23.91% | |
| Technology | Network Equipment | 1.14B | -5.75% | |
| Industrials | Building Contractors | 3.02B | -24.25% | |
| Consumer Cyclical | Other Consumer Publishing | 2.72B | -9.24% | |
| Consumer Cyclical | Jewelry | 15.59B | +1.86% | |
| Consumer Cyclical | Other Apparel & Accessories | 2.57B | +5.75% | |
| Consumer Non-Cyclical | Pet Food Manufacturing | 1.53B | +15.23% | |
| Energy | Other Coal | 26.24B | +2.37% | |
| Technology | Laptop & Desktop Computers | 2.27B | +3.85% | |
| Financials | Securities & Commodity Exchanges | 1.22B | -0.32% | |
| Consumer Non-Cyclical | Other Brewers | 43.56B | +5.84% | |
| Technology | Other Wireless Telecommunications Services | 8.69B | +19.08% | |
| Energy | Other Coal | 140B | +11.49% | |
| Energy | Other Oil & Gas Exploration and Production | 17.44B | +30.09% | |
| Consumer Cyclical | Other Apparel & Accessories | 2.76B | -17.69% | |
| Consumer Cyclical | Motorcycles & Scooters | 3.99B | -14.40% | |
| Consumer Cyclical | Other Department Stores | 9.48B | -25.27% | |
| Healthcare | Other Pharmaceuticals | 2.22B | +2.72% | |
| Industrials | Other Industrial Machinery & Equipment | 1.99B | -24.55% | |
| Technology | Other Integrated Telecommunications Services | 14.81B | +18.37% | |
| Healthcare | Alternative Medicine | 4.91B | +4.93% | |
| Consumer Cyclical | Other Advertising & Marketing | 1.36B | -9.62% | |
| Energy | Petroleum Product Wholesale | 4.71B | -2.51% | |
| Consumer Cyclical | Other Apparel & Accessories | 2.3B | +6.27% | |
| Consumer Cyclical | Men's Clothing | 4.21B | -2.15% | |
| Real Estate | Other Real Estate Services | 1.42B | -25.44% | |
| Consumer Non-Cyclical | Other Brewers | 9.21B | -15.48% | |
| Consumer Cyclical | Furniture | 2.8B | -23.23% | |
| Consumer Non-Cyclical | Other Drug Retailers | 3.22B | -2.11% | |
| Utilities | Water Supply & Irrigation Systems | 6.79B | +20.62% | |
| Industrials | Other Airport Services | 1.3B | -28.10% | |
| Real Estate | Other Real Estate Development & Operations | 2.75B | -5.75% | |
News of the components
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