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Investment Themes
The selection of companies presented below targets the construction of stock portfolios following a growth investment strategy.
The focus is on larger capitalization companies with strong earnings growth expected from operating activities, healthy financial and operating conditions, and relatively low valuations with respect to the fundamental quality of the company.
Our selection
 | Healthcare | Other Managed Healthcare | 3.77B | -7.75% | |
| Basic Materials | Other Gold | 1.29B | -7.74% | |
| Industrials | Transaction & Payment Services | 3.59B | +22.61% | |
| Consumer Cyclical | Entertainment Production Equipment & Services | 14.83B | -7.67% | |
| Technology | Enterprise Software | 3.69B | -25.79% | |
| Technology | Other IT Services & Consulting | 4.9B | -14.85% | |
| Healthcare | Home Healthcare Services | 8.47B | +12.76% | |
| Technology | Other Semiconductors | 20.26B | -19.40% | |
| Technology | Enterprise Software | 15.64B | -28.52% | |
| Technology | Storage Devices | 77.83B | +148.01% | |
| Healthcare | Other Healthcare Facilities & Services | 2.7B | -1.85% | |
| Technology | Cloud Computing Services | 2.39B | -20.66% | |
| Technology | Application Software | 6.39B | -36.86% | |
| Healthcare | Specialty & Advanced Pharmaceuticals | 7.95B | +1.25% | |
| Technology | Other Software | 4.59B | +31.78% | |
| Technology | Other Internet Services | 4.04B | -43.08% | |
| Technology | Enterprise Software | 2.17B | -36.06% | |
| Technology | Other Semiconductors | 69.08B | +86.68% | |
| Technology | Other Software | 376B | -11.99% | |
| Basic Materials | Gold Mining | 13.06B | +16.23% | |
| Basic Materials | Gold Mining | 5.39B | -8.28% | |
| Technology | Financial Technology (Fintech) (NEC) | 3.25B | -18.39% | |
| Technology | E-commerce & Auction Services | 3.24B | +39.96% | |
| Industrials | Transaction & Payment Services | 1.61B | -4.24% | |
| Industrials | Other Electrical Components & Equipment | 92.5B | +63.17% | |
| Consumer Cyclical | Sporting Goods Stores | 19.75B | -8.76% | |
| Technology | Financial Technology (Fintech) (NEC) | 17.22B | -31.73% | |
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 11.03B | -5.31% | |
| Basic Materials | Other Specialty Mining & Metals | 3.48B | -1.27% | |
| Technology | Social Media & Networking | 26.63B | -39.59% | |
| Industrials | Transaction & Payment Services | 3.42B | -17.96% | |
| Technology | Other Semiconductors | 4,320B | -2.06% | |
| Consumer Cyclical | Cafés | 6.52B | -14.33% | |
| Technology | Wired Telecommunications Carriers | 1.02B | -2.58% | |
| Consumer Non-Cyclical | Other Drug Retailers | 10.6B | +2.38% | |
| Consumer Cyclical | Guided Tour Operators | 30.71B | +1.68% | |
| Industrials | Human Resources Consulting Services | 1.73B | -32.74% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 7.41B | -15.80% | |
| Healthcare | Other Biotechnology & Medical Research | 14.77B | +12.51% | |
| Technology | Application Software | 169B | -23.24% | |
| Financials | Other Consumer Lending | 24.1B | -28.23% | |
| Technology | Financial Technology (Fintech) (NEC) | 19.97B | -12.76% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 11.21B | +5.07% | |
| Industrials | Other Heavy Electrical Equipment | 37.93B | +74.15% | |
| Technology | Other Internet Services | 10.23B | +6.38% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 16.68B | -15.43% | |
| Industrials | Online Job Portals | 7.01B | -26.05% | |
| Basic Materials | Other Gold | 2.9B | -2.45% | |
| Industrials | Courier Services | 1.48B | +10.18% | |
| Technology | Enterprise Software | 17.84B | -16.95% | |
| Consumer Cyclical | Hotels & Motels | 5.02B | -8.10% | |
| Industrials | Aerospace & Defense Electronics | 2.63B | +24.35% | |
| Industrials | Electric Construction | 2.13B | +21.98% | |
| Basic Materials | Gold Mining | 8.79B | +29.65% | |
| Healthcare | Biopharmaceuticals | 18.48B | +7.21% | |
| Technology | Financial Technology (Fintech) (NEC) | 8.54B | -10.09% | |
| Technology | Other Software | 3.63B | -0.99% | |
| Basic Materials | Silver Mining | 2.52B | +20.93% | |
| Basic Materials | Gold Mining | 5.12B | +24.77% | |
| Real Estate | Other Real Estate Development & Operations | 2.24B | -5.15% | |
| Financials | Other Investment Banking & Brokerage Services | 1.28B | -23.54% | |
| Financials | Other Consumer Lending | 1.64B | -47.72% | |
| Technology | Enterprise Software | 1.48B | +4.62% | |
| Healthcare | Other Pharmaceuticals | 3.17B | +4.00% | |
| Real Estate | Healthcare REITs | 9.69B | +10.90% | |
| Basic Materials | Other Specialty Mining & Metals | 9.1B | +107.08% | |
| Financials | Other Banks | 70.8B | -12.37% | |
| Financials | Other Banks | 3.54B | -2.95% | |
| Technology | Other Software | 6.9B | -3.03% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 1.17B | +4.91% | |
| Energy | Other Oil & Gas Transportation Services | 1.91B | -0.12% | |
| Technology | Electronic Component | 17.53B | +15.87% | |
| Technology | Electronic Component | 28.66B | -10.47% | |
| Consumer Cyclical | Used Merchandise Stores | 1.23B | +34.43% | |
| Technology | Other Semiconductors | 50.26B | +17.17% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.5B | -25.71% | |
| Technology | Application Software | 55.07B | -11.91% | |
| Technology | Enterprise Software | 1.99B | -19.69% | |
| Healthcare | Bio Therapeutic Drugs | 19.22B | +12.66% | |
| Basic Materials | Copper Ore Mining | 6.3B | -18.14% | |
| Industrials | Other Construction & Engineering | 1.19B | -10.67% | |
| Technology | Other Semiconductor Equipment & Testing | 513B | +24.55% | |
| Healthcare | Other Pharmaceuticals | 885B | -6.17% | |
| Technology | Other Semiconductor Equipment & Testing | 249B | +23.35% | |
| Consumer Non-Cyclical | Cosmetics & Perfumes | 3.07B | -17.45% | |
| Consumer Cyclical | Other Entertainment Production | 1.51B | -16.60% | |
| Technology | Other Semiconductors | 1,565B | -0.10% | |
| Technology | Other Communications & Networking | 167B | +4.69% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 1.28B | +3.91% | |
| Industrials | Other Aerospace & Defense | 38.18B | +25.28% | |
| Industrials | Other Aerospace & Defense | 26.7B | +40.38% | |
| Energy | Other Oil Related Services and Equipment | 2.1B | +32.44% | |
News of the components
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