Investment Themes

Focus on boat stocks!

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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
45.81B +18.66%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
2.57B -15.13%
Consumer Cyclical
Sailing Yachts & Motorboats
1.45B +17.49%
Consumer Non-Cyclical
Consumer Goods Conglomerates
15.03B +29.99%
Consumer Cyclical
Other Recreational Products
3.75B +11.13%
Consumer Cyclical
Sailing Yachts & Motorboats
591M -24.86%
Technology
Other Electronic Equipment & Parts
30.9B +30.92%
Industrials
Construction Machinery
490B +74.27%
Industrials
Heavy Trucks
69.16B +10.68%
Consumer Cyclical
Sailing Yachts & Motorboats
168M -11.68%
Consumer Cyclical
Sailing Yachts & Motorboats
539M -6.50%
Consumer Cyclical
Motorcycles & Scooters
7.33B +4.92%
Consumer Cyclical
Other Recreational Products
5.47B +11.11%
Consumer Cyclical
Other Construction Supplies & Fixtures
100M +1.85%
Consumer Cyclical
Sailing Yachts & Motorboats
625M +34.74%
Consumer Cyclical
Other Recreational Products
883M -23.67%
Consumer Cyclical
Other Recreational Products
4.47B -10.74%
Consumer Cyclical
Sailing Yachts & Motorboats
72.32M -24.49%
Consumer Cyclical
Construction Supplies
2.95B -20.64%
Consumer Cyclical
Leisure Products Wholesale
807M +51.02%
Consumer Cyclical
Leisure Products Wholesale
187M +4.21%
Consumer Cyclical
Other Recreational Products
475M +7.09%
Consumer Cyclical
Sailing Yachts & Motorboats
103M -12.42%
Consumer Cyclical
Luxury Recreational Products
447M -18.35%
Consumer Cyclical
Marinas
52.94M -24.84%
Consumer Cyclical
Sailing Yachts & Motorboats
53.66M +12.39%

News of the components

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Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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