Investment Themes
These companies are particularly rare on the stock market, but once you've found them, it's usually in your interest to hold on to them for the long term. Executives who excel in capital allocation and accretive financial transactions are able to generate high returns on investment while boosting their company's growth.
This thematic list aims to identify the leading serial acquirers, those with a track record of successful acquisitions, mergers and integrations.
Our selection
| Basic Materials | Specialty Mining & Metals Wholesale | 1.24B | +29.10% | ||
| Industrials | Other Construction & Engineering | 55.95B | +74.42% | ||
| Industrials | Testing & Measuring Equipment | 8.92B | +51.17% | ||
| Technology | Technology Consulting & Outsourcing Services | 3.66B | -26.42% | ||
| Healthcare | Home Healthcare Services | 1.67B | -11.45% | ||
| Technology | Other IT Services & Consulting | 10.62B | -17.03% | ||
| Technology | Enterprise Software | 5.43B | -23.85% | ||
| Technology | Other Semiconductors | 1,759B | +9.72% | ||
| Technology | Testing Services | 1.01B | -36.05% | ||
| Technology | Other Electronic Equipment & Parts | 21.18B | +16.73% | ||
| Technology | Application Software | 91.09B | -31.40% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 160B | -18.96% | ||
| Healthcare | Hospitals, Clinics & Primary Care Services | 1.16B | +0.32% | ||
| Technology | Integrated Hardware & Software | 1.41B | -9.30% | ||
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 27.28B | +32.98% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 12.1B | +26.06% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 10.78B | +14.21% | ||
| Industrials | Other Aircraft Parts Manufacturing | 34.49B | -9.21% | ||
| Technology | Other IT Services & Consulting | 3.96B | -22.53% | ||
| Industrials | Other Environmental Services & Equipment | 21.98B | -8.95% | ||
| Industrials | Other Electrical Components & Equipment | 53.81B | +14.20% | ||
| Real Estate | Other Real Estate Services | 5.68B | -22.18% | ||
| Technology | Enterprise Software | 35.18B | -26.05% | ||
| Energy | Gasoline Stations | 51.68B | +1.96% | ||
| Healthcare | Medical Imaging Systems | 110M | -8.14% | ||
| - | - | 49.88B | - | ||
| Consumer Cyclical | Construction Supplies & Fixtures Wholesale | 49.88B | +15.26% | ||
| Basic Materials | Wood Products | 3.39B | +0.81% | ||
| Industrials | Industrial Machinery | 15.36B | +15.66% | ||
| Industrials | Other Business Support Services | 6.08B | +10.50% | ||
| Consumer Cyclical | Other Auto Vehicles, Parts & Service Retailers | 3.94B | -11.53% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 4.82B | +2.54% | ||
| Industrials | Other Electrical Components & Equipment | 2.07B | +5.88% | ||
| Technology | Electronic Component | 748M | -2.83% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 55.47B | +15.12% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 56.46B | +14.13% | ||
| Industrials | Diversified Industrial Goods Wholesale | 9.48B | -0.55% | ||
| Technology | Other Electronic Equipment & Parts | 29.91B | +28.44% | ||
| Industrials | Industrial Parts & Components | 1.72B | -11.43% | ||
| Technology | Other Software | 13.47B | -29.32% | ||
| Technology | Other IT Services & Consulting | 158M | -27.45% | ||
| Industrials | Building Contractors | 1.01B | +34.93% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 224M | -5.31% | ||
| Industrials | Electric Equipment Wholesale | 13.07B | +10.39% | ||
| Industrials | Diversified Industrial Goods Wholesale | 6B | +10.60% | ||
| Industrials | Diversified Industrial Goods Wholesale | 61.41B | +36.27% | ||
| Real Estate | Other Real Estate Services | 6.71B | -3.94% | ||
| Technology | Other Electronic Equipment & Parts | 27.43B | -13.19% | ||
| Healthcare | Veterinary Drugs | 49.56B | -4.56% | ||
| Financials | Investment Management | 4.01B | -14.04% | ||
| Consumer Cyclical | Other Miscellaneous Specialty Retailers | 23.69B | -9.14% | ||
| Technology | Other Semiconductors | 196B | +24.91% | ||
| Industrials | Other Industrial Machinery & Equipment | 29.27B | +12.29% | ||
| Technology | Other Software | 5.52B | -24.44% | ||
| Technology | Other Communications & Networking | 2.49B | +11.03% | ||
| Industrials | Other Industrial Machinery & Equipment | 8.71B | -7.65% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 184B | -11.26% | ||
| Industrials | Civil Engineers & Architects | 1.35B | -11.00% | ||
| Industrials | Pump & Pumping Equipment | 4.7B | -20.09% | ||
| Industrials | Air & Gas Compressors | 90.95B | +7.98% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 14.34B | -16.82% | ||
| Technology | Application Software | 35.13B | -19.94% | ||
| Technology | Computer Programming | 931M | -33.13% | ||
| Financials | Private Equity | 790M | -12.06% | ||
| Industrials | Other Construction & Engineering | 4.79B | +1.64% | ||
| Financials | Insurance Brokers | 22.1B | -15.36% | ||
| Industrials | Other Business Support Services | 407M | -16.67% | ||
| Energy | Other Oil Related Services and Equipment | 1.96B | -21.68% | ||
| Consumer Non-Cyclical | Consumer Repair Services | 3.27B | -23.73% | ||
| Industrials | Other Electrical Components & Equipment | 54.13M | +22.86% | ||
| Industrials | Diversified Industrial Goods Wholesale | 10.17B | +13.25% | ||
| Industrials | Diversified Industrial Goods Wholesale | 89.03B | +1.44% | ||
| Consumer Cyclical | Beauty Supply Shop | 31.35B | +19.74% | ||
| Industrials | Other Construction & Engineering | 2.31B | +16.32% | ||
| Industrials | Diversified Industrial Goods Wholesale | 110B | +34.25% | ||
| - | - | 5.19B | - | ||
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 56.52B | +3.63% | ||
| Financials | Other Holding Companies | 393M | -11.27% | ||
| Industrials | Other Business Support Services | 1.56B | -15.73% | ||
| Industrials | Other Electrical Components & Equipment | 2.29B | +8.62% | ||
| Industrials | Diversified Industrial Goods Wholesale | 44.96B | +11.51% | ||
| Consumer Cyclical | Leisure Products Wholesale | 7.89B | -4.99% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 77.93B | +11.45% | ||
| Industrials | Other Industrial Machinery & Equipment | 681M | -18.47% | ||
| Industrials | Commercial Equipment Rental | 48.54B | -3.68% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 7.72B | -5.03% | ||
| Consumer Cyclical | Other Construction Supplies & Fixtures | 43.94B | +1.17% | ||
| Technology | Enterprise Software | 1.06B | -24.29% | ||
| Real Estate | Residential Real Estate Development | 1.22B | +0.28% | ||
| Industrials | Building Contractors | 11.1B | - | ||
| Industrials | Waste Management, Disposal & Recycling Services | 15.56B | -9.04% | ||
| Consumer Cyclical | Other Apparel & Accessories | 282B | -25.31% | ||
| Industrials | Pest Control Services | 16.8B | +9.45% | ||
| Healthcare | Veterinary Drugs | 1.75B | +1.35% | ||
| Industrials | Legal & Tax Information Providers | 749M | -30.22% | ||
| Healthcare | Medical Software & Technology Services | 86.35M | -16.27% | ||
| Consumer Cyclical | Other Entertainment Production | 16.12B | +1.88% | ||
| Technology | Other Internet Services | 15.31B | -44.88% | ||
| Industrials | Other Electrical Components & Equipment | 780M | +52.99% | ||
| Industrials | Diversified Industrial Goods Wholesale | 122B | +47.10% | ||
News of the components
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