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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
 | Industrials | Transaction & Payment Services | 4.57B | +54.20% | |
| Industrials | Transaction & Payment Services | 4.34B | +2.25% | |
| Technology | Other Software | 4.04B | +11.26% | |
| Technology | Enterprise Software | 3.96B | -19.04% | |
| Healthcare | Home Healthcare Services | 11.64B | +51.00% | |
| Technology | Other Software | 40.86B | +100.04% | |
| Technology | Application Software | 11.87B | -36.47% | |
| Technology | Enterprise Software | 17.22B | -16.50% | |
| Consumer Cyclical | Sporting Goods Stores | 15.97B | -25.97% | |
| Technology | E-commerce & Auction Services | 3.64B | +49.00% | |
| Financials | Investment Management | 1.01B | +105.05% | |
| Technology | Other Semiconductors | 190B | +422.95% | |
| Technology | Server & Database Software | 32.81B | +1.91% | |
| Technology | Other Software | 7.62B | +102.69% | |
| Consumer Cyclical | Entertainment Production Equipment & Services | 22.91B | +42.18% | |
| Technology | Financial Technology (Fintech) (NEC) | 11.33B | +13.71% | |
| Technology | Cloud Computing Services | 2.83B | -5.69% | |
| Technology | Enterprise Software | 2.82B | -15.54% | |
| Technology | Enterprise Software | 10.66B | -45.71% | |
| Healthcare | Other Managed Healthcare | 1.73B | -59.54% | |
| Technology | Other Semiconductors | 5,491B | +22.72% | |
| Technology | Social Media & Networking | 30.54B | -32.28% | |
| Healthcare | Other Healthcare Facilities & Services | 4.84B | +78.27% | |
| Technology | Storage Devices | 37.87B | +65.48% | |
| Technology | Cloud Computing Services | 1.71B | +23.53% | |
| Consumer Cyclical | Other Casinos & Gaming | 2.49B | +9.21% | |
| Technology | Other Internet Services | 98.37B | +19.22% | |
| Technology | Other Semiconductors | 59.11B | +118.48% | |
| Technology | Other Software | 440B | +4.07% | |
| Technology | Other IT Services & Consulting | 3.16B | +61.54% | |
| Technology | Other Software | 22.28B | +7.93% | |
| Industrials | Other Electrical Components & Equipment | 96.58B | +56.45% | |
| Technology | Other IT Services & Consulting | 7.92B | -9.13% | |
| Technology | Storage Devices | 259B | +694.94% | |
| Industrials | Other Heavy Electrical Equipment | 80.37B | +218.25% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 9.75B | -50.96% | |
| Industrials | Batteries & Uninterruptable Power Supplies | 2.75B | -29.57% | |
| Financials | Other Consumer Lending | 21.92B | -34.45% | |
| Industrials | Other Construction & Engineering | 4.2B | +26.05% | |
| Industrials | Aerospace & Defense Electronics | 1.14B | +106.93% | |
| Technology | Other Software | 7.85B | -30.09% | |
| Healthcare | Telemedicine Services | 1.26B | +35.42% | |
| Healthcare | Other Biotechnology & Medical Research | 41.58B | +21.15% | |
| Basic Materials | Other Specialty Mining & Metals | 4.23B | +62.88% | |
| Industrials | Other Heavy Electrical Equipment | 10.36B | - | |
| Consumer Non-Cyclical | Cosmetics & Perfumes | 45.79B | +1.05% | |
| Consumer Cyclical | Guided Tour Operators | 38.43B | +13.46% | |
| Financials | Other Consumer Lending | 1.97B | -31.91% | |
| Technology | Other IT Services & Consulting | 2.1B | +37.33% | |
| Healthcare | Other Biotechnology & Medical Research | 4.69B | +71.51% | |
| Healthcare | Specialty & Advanced Pharmaceuticals | 1.58B | +237.61% | |
| Industrials | Other Construction & Engineering | 1.94B | +152.26% | |
| Consumer Non-Cyclical | Food Wholesale | 10.04B | - | |
| Technology | Other IT Services & Consulting | 3.59B | +76.86% | |
| Industrials | Smart Grid & Electrical Transmission | 2.28B | +55.75% | |
| Technology | Electronic Component | 39.62B | +23.57% | |
| Consumer Cyclical | Used Merchandise Stores | 1.21B | +26.60% | |
| Technology | Other Semiconductor Equipment & Testing | 13.54B | +79.79% | |
| Industrials | Other Construction & Engineering | 57.36B | +74.13% | |
| Technology | Electronic Component | 14.39B | -11.31% | |
| Industrials | Other Shipbuilding | 6.1B | +26.63% | |
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 3.39B | +12.43% | |
| Technology | Semiconductor Machinery Manufacturing | 5.07B | +92.14% | |
| Healthcare | Other Pharmaceuticals | 14.63B | +0.30% | |
| Technology | Other Semiconductors | 62.79B | +52.33% | |
| Technology | Semiconductor Machinery Manufacturing | 3.93B | +58.59% | |
| Technology | Other Communications & Networking | 259B | +56.60% | |
| Technology | Integrated Circuits | 3.61B | +106.72% | |
| Technology | Electronic Component | 199B | +22.60% | |
| Technology | Semiconductor Machinery Manufacturing | 13.18B | +61.67% | |
| Industrials | Other Construction & Engineering | 1.31B | +43.56% | |
| Technology | Semiconductor Testing Equipment & Service | 147B | +63.23% | |
| Technology | Other Semiconductors | 11.53B | +12.66% | |
| Technology | Other Semiconductor Equipment & Testing | 3.3B | +89.93% | |
| Technology | Other Semiconductor Equipment & Testing | 378B | +81.66% | |
| Technology | Other Semiconductors | 19.19B | +79.43% | |
| Technology | Other Semiconductor Equipment & Testing | 653B | +63.60% | |
| Industrials | Highway & Bridge Construction | 15.68B | +68.69% | |
| Healthcare | Other Pharmaceuticals | 1,038B | +8.88% | |
| Technology | Semiconductor Testing Equipment & Service | 240B | +54.99% | |
| Technology | Application Software | 45.74B | -25.81% | |
| Technology | Other Semiconductors | 1,005B | +191.26% | |
| Technology | Other Semiconductor Equipment & Testing | 6.98B | +42.33% | |
| Technology | Semiconductor Machinery Manufacturing | 36.11B | +8.82% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 11.24B | +0.42% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 2.97B | +48.71% | |
| Utilities | Renewable IPPs | 2.54B | -5.01% | |
| Financials | Casualty Insurance | 1.11B | +18.64% | |
| Industrials | Other Aerospace & Defense | 17.45B | - | |
| Financials | Other Life & Health Insurance | 5.87B | -5.84% | |
| Industrials | Other Aerospace & Defense | 33.95B | +14.21% | |
| Energy | Integrated Oil & Gas | 1.46B | +21.51% | |
| Healthcare | Medical Software & Technology Services | 5.54B | +11.79% | |
| Technology | Other Communications & Networking | 2.78B | +32.22% | |
| Healthcare | Other Pharmaceuticals | 12.3B | +237.66% | |
| Healthcare | Medical Equipment | 5.52B | +11.49% | |
News of the components
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