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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
 | Technology | Other Semiconductors | 108B | +168.06% | |
| Industrials | Transaction & Payment Services | 5.73B | +56.12% | |
| Consumer Cyclical | Other Casinos & Gaming | 1.42B | -38.75% | |
| Technology | Other Software | 33.04B | +41.28% | |
| Industrials | Aerospace & Defense Electronics | 1.21B | +108.18% | |
| Industrials | Batteries & Uninterruptable Power Supplies | 2.15B | -43.23% | |
| Energy | Other Oil & Gas Exploration and Production | 1B | +205.76% | |
| Healthcare | Home Healthcare Services | 14.55B | +75.86% | |
| Technology | Enterprise Software | 20.55B | -0.99% | |
| Consumer Cyclical | Sporting Goods Stores | 18.65B | -16.14% | |
| Technology | Other Software | 6.08B | +61.06% | |
| Technology | Enterprise Software | 4.64B | -0.87% | |
| Technology | Server & Database Software | 26.45B | -27.43% | |
| Basic Materials | Gold Mining | 2.81B | +20.00% | |
| Technology | Application Software | 13.56B | -30.26% | |
| Technology | E-commerce & Auction Services | 4.02B | +73.55% | |
| Technology | Enterprise Software | 3.45B | +0.77% | |
| Healthcare | Biopharmaceuticals | 4.28B | -7.02% | |
| Technology | Other Software | 414B | -12.80% | |
| Technology | Other Semiconductors | 4,833B | -2.63% | |
| Technology | Social Media & Networking | 19.67B | -59.19% | |
| Technology | E-commerce & Auction Services | 197B | -10.70% | |
| Financials | Other Consumer Lending | 22.54B | -38.73% | |
| Healthcare | Bio Therapeutic Drugs | 57.2B | +13.78% | |
| Technology | Other Software | 9.75B | +149.69% | |
| Technology | Enterprise Software | 10.8B | -48.93% | |
| Consumer Cyclical | Entertainment Production Equipment & Services | 24.27B | +47.82% | |
| Technology | Storage Devices | 37.24B | +39.44% | |
| Industrials | Other Electrical Components & Equipment | 79.15B | +9.09% | |
| Technology | Cloud Computing Services | 1.7B | +29.93% | |
| Technology | Other Internet Services | 104B | +25.35% | |
| Industrials | Other Heavy Electrical Equipment | 6.16B | - | |
| Technology | Other Semiconductors | 39.02B | +7.88% | |
| Healthcare | Other Healthcare Facilities & Services | 5.43B | +90.77% | |
| Industrials | Other Heavy Electrical Equipment | 59.25B | +92.80% | |
| Technology | Cloud Computing Services | 3.58B | +18.21% | |
| Basic Materials | Other Specialty Mining & Metals | 7.15B | +74.31% | |
| Technology | Other Software | 25.07B | +15.91% | |
| Healthcare | Other Pharmaceuticals | 1.76B | +26.97% | |
| Technology | Other IT Services & Consulting | 2.72B | +31.22% | |
| Industrials | Lighting Equipment | 1.08B | +28.61% | |
| Industrials | Transaction & Payment Services | 2.67B | +50.14% | |
| Industrials | Other Construction & Engineering | 2.47B | -40.96% | |
| Healthcare | Telemedicine Services | 1.19B | +20.09% | |
| Industrials | Other Air Freight & Logistics | 11.53B | -5.02% | |
| Technology | Financial Technology (Fintech) (NEC) | 11.31B | +19.90% | |
| Financials | Investment Management | 1.24B | +155.57% | |
| Technology | Other Software | 11.49B | +3.93% | |
| Healthcare | Other Biotechnology & Medical Research | 42.95B | +27.46% | |
| Healthcare | Biopharmaceuticals | 7.55B | +114.16% | |
| Consumer Non-Cyclical | Cosmetics & Perfumes | 55.52B | +20.39% | |
| Consumer Cyclical | Other Restaurants & Bars | 7.24B | +2.25% | |
| Financials | Other Consumer Lending | 1.61B | -37.99% | |
| Healthcare | Other Biotechnology & Medical Research | 2.89B | +6.03% | |
| Technology | Other IT Services & Consulting | 1.49B | -24.20% | |
| Healthcare | Specialty & Advanced Pharmaceuticals | 1.45B | +178.83% | |
| Technology | Other Software | 2.46B | +122.45% | |
| Industrials | Satellite Design & Manufacture | 10.56B | +12.51% | |
| Healthcare | Biopharmaceuticals | 2.33B | +43.79% | |
| Industrials | Other Construction & Engineering | 1.17B | +27.19% | |
| Technology | Servers & Systems | 19.45B | -7.48% | |
| Industrials | Other Construction & Engineering | 1.81B | +101.19% | |
| Consumer Non-Cyclical | Food Wholesale | 8.51B | - | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.14B | +49.48% | |
| Financials | Brokerage Services | 5.09B | +69.34% | |
| Technology | Electronic Component | 29.83B | -28.96% | |
| Technology | Integrated Circuits | 2.5B | +23.44% | |
| Industrials | Other Construction & Engineering | 87.46B | +20.61% | |
| Technology | Electronic Component | 12.2B | -35.65% | |
| Technology | Semiconductor Machinery Manufacturing | 3.09B | -0.35% | |
| Industrials | Transaction & Payment Services | 4.22B | +5.67% | |
| Technology | Social Media & Networking | 1.57B | -15.15% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 11.13B | -1.16% | |
| Technology | Other Semiconductor Equipment & Testing | 9.07B | -1.18% | |
| Industrials | Highway & Bridge Construction | 8.65B | -20.21% | |
| Technology | Semiconductor Machinery Manufacturing | 3.78B | +29.47% | |
| Industrials | Other Construction & Engineering | 38.12B | +3.39% | |
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 3.74B | +20.03% | |
| Technology | Other IT Services & Consulting | 5.17B | -48.82% | |
| Technology | Other Semiconductors | 61.5B | +24.83% | |
| Industrials | Other Heavy Electrical Equipment | 1.82B | +22.02% | |
| Technology | Semiconductor Machinery Manufacturing | 9.4B | -1.73% | |
| Financials | Investment Management | 7.39B | +78.17% | |
| Technology | Other Semiconductor Equipment & Testing | 277B | +8.19% | |
| Technology | Electronic Component | 195B | +6.02% | |
| Basic Materials | Other Specialty Chemicals | 5.77B | +18.06% | |
| Healthcare | Other Pharmaceuticals | 16.81B | +12.64% | |
| Technology | Other Semiconductor Equipment & Testing | 4.73B | -13.56% | |
| Technology | Other Communications & Networking | 225B | +21.47% | |
| Healthcare | Other Pharmaceuticals | 1,263B | +26.99% | |
| Financials | Casualty Insurance | 1.12B | +19.87% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 3.33B | +54.90% | |
| Industrials | Other Aerospace & Defense | 6.14B | +23.15% | |
| Financials | Insurance Brokers | 1.34B | -22.77% | |
| Industrials | Other Aerospace & Defense | 15.85B | - | |
| Industrials | Other Aerospace & Defense | 35.44B | +14.42% | |
| Healthcare | Medical Software & Technology Services | 6.45B | +31.79% | |
| Consumer Non-Cyclical | Dairy Products | 1.31B | +89.47% | |
| Technology | Other Communications & Networking | 2.43B | +9.88% | |
| Healthcare | Other Pharmaceuticals | 8.67B | +105.83% | |
News of the components
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