Investment Themes

Focus on boat stocks!

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

Investment Themes

On stock markets, the boating sector has a small fleet of players and can be a winning proposition. There are some great companies that are worth looking at. It may even be possible for an investor with a passion for boating to combine pleasure and performance.

Whether it is shipyards, engine manufacturers, fittings companies, or charter companies the aim of this thematic list is to identify the various players in the sector. The yachting sector, after a slight decrease in 2020, seems to have the wind in its sails again. As a sector directly correlated to household sentiment, it follows economic cycles with a slight inertia, and will outperform markets in good times. Keep in mind, however, that in a bear market, these stocks can take on water.

Our selection

Technology
Other Communications & Networking
46.55B +19.00%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13.88B +31.29%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
3B -14.66%
Consumer Cyclical
Sailing Yachts & Motorboats
1.54B +25.35%
Consumer Cyclical
Other Recreational Products
3.59B +7.18%
Industrials
Construction Machinery
430B +62.92%
Industrials
Heavy Trucks
71.13B +13.92%
Technology
Other Electronic Equipment & Parts
28.87B +22.00%
Consumer Cyclical
Sailing Yachts & Motorboats
557M -26.79%
Consumer Cyclical
Sailing Yachts & Motorboats
161M -16.02%
Consumer Cyclical
Sailing Yachts & Motorboats
524M -5.46%
Consumer Cyclical
Motorcycles & Scooters
7.46B +8.54%
Consumer Cyclical
Other Recreational Products
5.04B +4.39%
Consumer Cyclical
Other Construction Supplies & Fixtures
96.22M -2.65%
Consumer Cyclical
Sailing Yachts & Motorboats
576M +25.86%
Consumer Cyclical
Other Recreational Products
4.31B -14.87%
Consumer Cyclical
Other Recreational Products
820M -28.41%
Consumer Cyclical
Sailing Yachts & Motorboats
66.56M -30.61%
Consumer Cyclical
Construction Supplies
2.77B -22.27%
Consumer Cyclical
Leisure Products Wholesale
753M +41.02%
Consumer Cyclical
Leisure Products Wholesale
203M +13.12%
Consumer Cyclical
Other Recreational Products
462M +5.49%
Consumer Cyclical
Sailing Yachts & Motorboats
105M -11.18%
Consumer Cyclical
Luxury Recreational Products
452M -17.82%
Consumer Cyclical
Marinas
51.97M -24.84%
Consumer Cyclical
Sailing Yachts & Motorboats
53.76M +11.47%

News of the components

░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░ ░░░ ░░░░░░░░ ░░░ ░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░
░░░░ ░░░░ ░░░░ ░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░ ░ ░░░░░░░░░░░ ░░░░░ ░░ ░░░ ░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░ ░░░░░░░░ ░░ ░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░░░ ░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░░ ░░░░ ░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░ ░░ ░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░ ░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░ ░░░░░ ░░░░░░░░░░░ ░░ ░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░ ░░░░ ░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░ ░ ░░░░░░░░░░░ ░░░░░ ░░ ░░░ ░░░░░░░░░
░░░░ ░░░░ ░░░░ ░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░ ░ ░░░░░░░░░░░ ░░░░░ ░░ ░░░ ░░░░░░░░░
░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░ ░ ░░░ ░░░░░░░░░░░ ░░ ░░░ ░░░░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░░░
░░░░ ░░░░░░░░░░░░░░ ░░░░ ░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░ ░░░░░ ░░ ░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░ ░░░ ░░░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░ ░░░ ░░░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Focus on boat stocks!