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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
 | Basic Materials | Gold Mining | 2.64B | +8.00% | |
| Technology | Enterprise Software | 9.05B | -55.97% | |
| Healthcare | Other Managed Healthcare | 4.43B | +8.46% | |
| Financials | Health Insurance | 8.51B | +96.73% | |
| Industrials | Transaction & Payment Services | 4.3B | +48.04% | |
| Technology | Enterprise Software | 14.15B | -31.26% | |
| Technology | Enterprise Software | 2.7B | -44.31% | |
| Healthcare | Home Healthcare Services | 13.43B | +72.04% | |
| Technology | Other IT Services & Consulting | 7.02B | -11.07% | |
| Technology | Other Software | 3.21B | -40.98% | |
| Technology | Other Software | 5.19B | +44.33% | |
| Consumer Cyclical | Jewelry | 10.2B | -25.83% | |
| Healthcare | Other Healthcare Facilities & Services | 3.34B | +22.30% | |
| Consumer Cyclical | Entertainment Production Equipment & Services | 20.28B | +26.55% | |
| Industrials | Transaction & Payment Services | 1.87B | +8.90% | |
| Technology | Financial Technology (Fintech) (NEC) | 6.32B | -34.05% | |
| Industrials | Batteries & Uninterruptable Power Supplies | 4.06B | +3.54% | |
| Technology | Other Software | 5.12B | +44.73% | |
| Technology | Enterprise Software | 2.46B | -26.24% | |
| Basic Materials | Other Specialty Mining & Metals | 5.88B | +27.26% | |
| Technology | Storage Devices | 290B | +725.17% | |
| Technology | Other Semiconductors | 46.49B | +73.28% | |
| Technology | Social Media & Networking | 31.95B | -27.81% | |
| Technology | Other Semiconductors | 4,957B | +9.73% | |
| Basic Materials | Gold Mining | 3.23B | +14.37% | |
| Technology | Financial Technology (Fintech) (NEC) | 3.63B | +39.45% | |
| Energy | Other Oil & Gas Exploration and Production | 1.42B | +8.61% | |
| Technology | Cloud Computing Services | 2.28B | -22.61% | |
| Consumer Cyclical | Sporting Goods Stores | 20.42B | -6.02% | |
| Technology | Other Semiconductors | 327B | +828.61% | |
| Technology | Server & Database Software | 26.92B | -20.25% | |
| Technology | Financial Technology (Fintech) (NEC) | 23.69B | -4.97% | |
| Healthcare | Biopharmaceuticals | 1.19B | -27.85% | |
| Technology | Other Software | 18.41B | -10.86% | |
| Technology | Other Software | 80.67B | +66.65% | |
| Technology | Other Software | 313B | -26.51% | |
| Technology | Application Software | 14.11B | -30.86% | |
| Industrials | Other Electrical Components & Equipment | 122B | +96.02% | |
| Technology | Storage Devices | 24.16B | +8.45% | |
| Healthcare | Other Pharmaceuticals | 37.75B | -28.90% | |
| Technology | Other Semiconductors | 64.22B | +125.22% | |
| Industrials | Other Heavy Electrical Equipment | 81.06B | +227.99% | |
| Basic Materials | Silver Mining | 2.91B | +44.86% | |
| Technology | Cloud Computing Services | 1.18B | -12.75% | |
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 7.77B | -33.58% | |
| Technology | Other IT Services & Consulting | 6.06B | -32.91% | |
| Basic Materials | Gold Mining | 7.34B | +4.43% | |
| Industrials | Lighting Equipment | 1.35B | +55.57% | |
| Technology | Application Software | 161B | -28.84% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 9.94B | -49.51% | |
| Consumer Cyclical | Other Casinos & Gaming | 2.94B | +45.55% | |
| Technology | Other Software | 28.55B | +32.25% | |
| Technology | Other Internet Services | 6.51B | -9.82% | |
| Consumer Non-Cyclical | Cosmetics & Perfumes | 51.12B | +7.77% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 3.19B | -3.70% | |
| Technology | Other Software | 7.24B | +0.58% | |
| Basic Materials | Gold Mining | 4.1B | +3.26% | |
| Technology | Wired Telecommunications Carriers | 1.09B | +2.78% | |
| Basic Materials | Other Gold | 1.38B | -32.50% | |
| Healthcare | Other Biotechnology & Medical Research | 4.57B | +21.43% | |
| Financials | Other Consumer Lending | 2.57B | -13.68% | |
| Healthcare | Other Pharmaceuticals | 6.1B | +99.04% | |
| Basic Materials | Other Specialty Mining & Metals | 5.23B | +113.92% | |
| Technology | Other IT Services & Consulting | 3.35B | +101.22% | |
| Consumer Cyclical | Used Merchandise Stores | 1.39B | +47.01% | |
| Technology | Other IT Services & Consulting | 3.62B | +77.21% | |
| Industrials | Highway & Bridge Construction | 25.72B | +173.72% | |
| Industrials | Transaction & Payment Services | 2.63B | -33.71% | |
| Industrials | Other Construction & Engineering | 67.89B | +106.98% | |
| Consumer Cyclical | Other Restaurants & Bars | 6.45B | -13.96% | |
| Technology | Electronic Component | 20.94B | +28.36% | |
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 4.78B | +57.78% | |
| Technology | Electronic Component | 44.01B | +32.26% | |
| Technology | Integrated Circuits | 5.73B | +234.73% | |
| Technology | Other Semiconductors | 71.15B | +59.78% | |
| Technology | Other Semiconductor Equipment & Testing | 3.89B | +131.91% | |
| Technology | Application Software | 40.77B | -34.78% | |
| Technology | Semiconductor Machinery Manufacturing | 4.93B | +114.86% | |
| Technology | Other Semiconductors | 17.88B | +91.74% | |
| Industrials | Management Consulting Services | 5.26B | -11.06% | |
| Technology | Other Semiconductor Equipment & Testing | 8.2B | +67.51% | |
| Technology | Other Semiconductor Equipment & Testing | 15.86B | +102.03% | |
| Technology | Electronic Component | 198B | +19.22% | |
| Technology | Other Semiconductors | 836B | +139.30% | |
| Technology | Other Communications & Networking | 208B | +25.87% | |
| Healthcare | Other Pharmaceuticals | 992B | +3.47% | |
| Utilities | Other Electric Utilities | 53.55B | -1.55% | |
| Industrials | Other Aerospace & Defense | 29.14B | -4.82% | |
| Healthcare | Medical Equipment | 5.98B | +20.82% | |
| Industrials | Other Aerospace & Defense | 34.1B | -25.52% | |
News of the components
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