Investment Themes

Serial buyers

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Investment Themes

While most M&A transactions destroy shareholder value, some companies led by brilliant leaders stand out by making accretive acquisitions.

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

Industrials
Other Construction & Engineering
34.62B +133.99%
Technology
Other IT Services & Consulting
4.32B +138.05%
Technology
Other Electronic Equipment & Parts
18.23B +31.72%
Technology
Technology Consulting & Outsourcing Services
5.17B -23.47%
Healthcare
Home Healthcare Services
2.05B -10.16%
Healthcare
Other Advanced Medical Equipment & Technology
198B +5.78%
Technology
Testing Services
1.58B -23.31%
Technology
Application Software
144B -22.67%
Technology
Other Semiconductors
1,919B +73.39%
Technology
Integrated Hardware & Software
1.49B +35.26%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
4.62B -0.03%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
20.94B +37.88%
Basic Materials
Wood Products
3.33B +18.79%
Industrials
Industrial Machinery & Equipment Wholesale
9.7B +8.63%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
27.66B -0.49%
Industrials
Other Electrical Components & Equipment
45.11B +9.82%
Technology
Other IT Services & Consulting
13.04B +4.02%
Industrials
Other Environmental Services & Equipment
24.43B -4.41%
Industrials
Other Construction & Engineering
5.01B -14.12%
Technology
Enterprise Software
7.9B -21.46%
Technology
Other Electronic Equipment & Parts
24.08B +10.67%
Industrials
Industrial Machinery & Equipment Wholesale
46.31B +13.31%
Industrials
Other Aircraft Parts Manufacturing
36.92B +29.36%
Industrials
Industrial Machinery & Equipment Wholesale
9.77B +28.94%
Technology
Other Software
19.51B -21.71%
Healthcare
Medical Imaging Systems
103M +30.43%
Industrials
Other Business Support Services
5.26B +55.98%
Industrials
Other Construction & Engineering
1.85B +7.30%
Consumer Non-Cyclical
Consumer Goods Conglomerates
16.66B +6.61%
Industrials
Other Electrical Components & Equipment
1.84B +34.57%
Industrials
Diversified Industrial Goods Wholesale
5.59B -4.58%
Healthcare
Hospitals, Clinics & Primary Care Services
1.16B -11.88%
Technology
Other IT Services & Consulting
223M +7.09%
Technology
Electronic Component
778M -16.92%
Industrials
Other Industrial Machinery & Equipment
26.07B +2.35%
Basic Materials
Wood Products
29.97M -55.64%
Industrials
Diversified Industrial Goods Wholesale
9.37B +7.57%
Industrials
Civil Engineers & Architects
1.34B -2.15%
Basic Materials
Specialty Mining & Metals Wholesale
766M +13.49%
Industrials
Industrial Machinery & Equipment Wholesale
45.58B -6.58%
Healthcare
Veterinary Drugs
51.01B -28.40%
Financials
Insurance Brokers
26.77B -24.03%
Technology
Application Software
47.43B -14.86%
Technology
Enterprise Software
51.19B -26.48%
Technology
Other Semiconductors
163B -3.88%
Healthcare
Medical Software & Technology Services
415M -19.43%
Real Estate
Residential Real Estate Development
1.23B -9.57%
Industrials
Testing & Measuring Equipment
6.4B +5.91%
- - 44.29B -
Consumer Cyclical
Construction Supplies & Fixtures Wholesale
44.29B +30.22%
Industrials
Industrial Parts & Components
1.79B +68.70%
Energy
Gasoline Stations
48.26B -9.36%
Industrials
Electric Equipment Wholesale
11.2B +33.98%
Industrials
Diversified Industrial Goods Wholesale
45.77B +84.99%
Industrials
Diversified Industrial Goods Wholesale
38.81B +50.20%
Consumer Cyclical
Leisure Products Wholesale
8.69B -31.39%
Industrials
Pump & Pumping Equipment
5.57B +3.84%
Real Estate
Other Real Estate Services
6.87B -20.42%
Technology
Other Communications & Networking
2.39B +2.95%
Consumer Non-Cyclical
Consumer Goods Conglomerates
71.55B -1.23%
Industrials
Building Contractors
11.7B +35.66%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.11B -7.66%
Healthcare
Other Advanced Medical Equipment & Technology
212B +9.19%
Consumer Cyclical
Other Entertainment Production
15.07B -22.73%
Consumer Non-Cyclical
Consumer Goods Conglomerates
4.64B +0.19%
Consumer Cyclical
Automotive Parts & Accessories Retailers
57.99B +7.21%
Industrials
Other Business Support Services
477M +39.92%
Financials
Insurance Brokers
61.61B -15.83%
Industrials
Other Electrical Components & Equipment
2.14B -22.72%
Consumer Cyclical
Hotels & Motels
3.88B -40.20%
Energy
Other Oil Related Services and Equipment
1.96B +13.15%
Industrials
Diversified Industrial Goods Wholesale
85.32B +21.72%
Industrials
Diversified Industrial Goods Wholesale
9.29B -34.59%
Technology
Other Internet Services
2.86B -12.12%
Healthcare
Medical Software & Technology Services
97.54M +46.97%
Consumer Non-Cyclical
Other Personal Services
10.79B -3.38%
Healthcare
Other Pharmaceuticals
430M +8.17%
Industrials
Other Industrial Machinery & Equipment
9.14B -15.09%
Industrials
Industrial Machinery
13.12B +12.49%
Consumer Cyclical
Other Construction Supplies & Fixtures
41.96B +7.59%
Industrials
Building Contractors
698M -26.15%
Industrials
Commercial Equipment Rental
50.26B +12.93%
Consumer Cyclical
Auto & Truck Parts Wholesale
358M +24.81%
Industrials
Heating, Ventilation & Air Conditioning Systems
12.93B -26.76%
Industrials
Other Industrial Machinery & Equipment
820M -10.69%
Financials
Private Equity
854M -11.98%
Technology
Other Internet Services
28.79B -5.09%
- - 8.25B -
Industrials
Diversified Industrial Goods Wholesale
78.93B +30.87%
Consumer Non-Cyclical
Consumer Goods Conglomerates
6.47B -2.14%
Consumer Non-Cyclical
Other Food Processing
14.22B -19.14%
Industrials
Commercial Equipment Rental
26.71B -3.63%
Industrials
Industrial Machinery & Equipment Wholesale
9.73B +3.95%
Industrials
Civil Engineers & Architects
277M -35.37%
Healthcare
Other Biotechnology & Medical Research
11.69B +16.53%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.26B +9.45%
Industrials
Other Electrical Components & Equipment
442M -44.20%
Consumer Cyclical
Beauty Supply Shop
26.8B +30.72%
Consumer Non-Cyclical
Consumer Repair Services
4.6B +5.84%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
1.35B +22.98%

News of the components

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI