To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.
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 | 2.8B | +13.00% | |
| Healthcare | Other Managed Healthcare | 4.4B | +6.38% | |
| Industrials | Transaction & Payment Services | 4.38B | +51.74% | |
| Industrials | Batteries & Uninterruptable Power Supplies | 4.84B | +22.05% | |
| Technology | Enterprise Software | 3.2B | -35.05% | |
| Technology | Cloud Computing Services | 2.17B | -26.28% | |
| Consumer Cyclical | Other Casinos & Gaming | 2.38B | +18.94% | |
| Technology | Other IT Services & Consulting | 5.84B | -25.17% | |
| Healthcare | Home Healthcare Services | 9.45B | +25.95% | |
| Technology | Other Semiconductors | 33.81B | +31.69% | |
| Technology | Enterprise Software | 12.15B | -42.00% | |
| Basic Materials | Other Gold | 1.23B | -10.60% | |
| Technology | Other Software | 4.35B | -10.76% | |
| Basic Materials | Gold Mining | 11.19B | +2.13% | |
| Consumer Cyclical | Jewelry | 14.25B | -2.67% | |
| Healthcare | Other Healthcare Facilities & Services | 2.65B | -1.85% | |
| Consumer Cyclical | Entertainment Production Equipment & Services | 16.82B | +9.08% | |
| Industrials | Transaction & Payment Services | 1.66B | -1.13% | |
| Technology | Application Software | 6.19B | -36.96% | |
| Technology | Wired Telecommunications Carriers | 1.14B | +8.13% | |
| Technology | Financial Technology (Fintech) (NEC) | 3.6B | -8.23% | |
| Technology | Other Software | 5.8B | +62.46% | |
| Basic Materials | Gold Mining | 5B | +9.70% | |
| Technology | Other Semiconductors | 112B | +233.49% | |
| Consumer Non-Cyclical | Other Non-Alcoholic Beverages | 8.4B | -27.28% | |
| Technology | Other Software | 18.25B | -9.62% | |
| Technology | Other Software | 349B | -14.14% | |
| Technology | Storage Devices | 133B | +312.45% | |
| Technology | Cloud Computing Services | 1.06B | -19.03% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.94B | +10.56% | |
| Technology | Enterprise Software | 1.9B | -42.37% | |
| Technology | Other Semiconductors | 4,856B | +8.58% | |
| Basic Materials | Integrated Mining | 13.6B | +40.28% | |
| Industrials | Other Electrical Components & Equipment | 120B | +88.35% | |
| Technology | Enterprise Software | 16.89B | -17.04% | |
| Basic Materials | Gold Mining | 5.44B | -1.58% | |
| Basic Materials | Integrated Mining | 1.95B | +21.16% | |
| Technology | Other Internet Services | 5.09B | -29.93% | |
| Consumer Cyclical | Guided Tour Operators | 36.27B | +12.04% | |
| Technology | Financial Technology (Fintech) (NEC) | 21.52B | -10.55% | |
| Industrials | Courier Services | 1.31B | -0.64% | |
| Healthcare | Other Advanced Medical Equipment & Technology | 5.48B | -1.27% | |
| Healthcare | Medical Devices & Implants | 1B | +0.35% | |
| Basic Materials | Gold Mining | 8.63B | +22.80% | |
| Technology | Social Media & Networking | 29.96B | -28.52% | |
| Technology | Application Software | 159B | -28.21% | |
| Industrials | Other Heavy Electrical Equipment | 61.98B | +164.41% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 13.32B | -31.88% | |
| Consumer Cyclical | Sporting Goods Stores | 21.03B | -2.97% | |
| Consumer Cyclical | Electric (Alternative) Vehicles | 9.78B | +7.88% | |
| Basic Materials | Gold Mining | 5.47B | -8.83% | |
| Financials | Other Consumer Lending | 24.01B | -27.20% | |
| Industrials | Online Job Portals | 6.34B | -33.02% | |
| Basic Materials | Other Specialty Mining & Metals | 5.24B | +47.30% | |
| Industrials | Lighting Equipment | 1.29B | +49.79% | |
| Basic Materials | Gold Mining | 1.85B | +1.17% | |
| Consumer Non-Cyclical | Other Drug Retailers | 9.74B | -8.91% | |
| Energy | Other Oil & Gas Drilling | 1.69B | +35.48% | |
| Technology | Financial Technology (Fintech) (NEC) | 8.95B | -5.40% | |
| Technology | Other Software | 3.45B | -3.64% | |
| Healthcare | Biopharmaceuticals | 10.5B | -8.88% | |
| Basic Materials | Gold Mining | 4.65B | +18.03% | |
| Consumer Non-Cyclical | Cosmetics & Perfumes | 45.89B | -7.00% | |
| Technology | Storage Devices | 22.86B | +3.51% | |
| Technology | Other Software | 7.11B | +0.21% | |
| Industrials | Other Aerospace & Defense | 10.88B | +12.22% | |
| Basic Materials | Other Gold | 2.14B | +11.79% | |
| Real Estate | Healthcare REITs | 9.5B | +1.49% | |
| Real Estate | Other Real Estate Development & Operations | 1.27B | -12.23% | |
| Industrials | Other Aerospace & Defense | 3.93B | +33.85% | |
| Basic Materials | Other Specialty Mining & Metals | 7.26B | +67.37% | |
| Healthcare | Other Pharmaceuticals | 3.19B | +7.45% | |
| Financials | Other Investment Banking & Brokerage Services | 1.23B | -26.46% | |
| Financials | Health Insurance | 4.81B | +14.41% | |
| Energy | Other Oil Related Services and Equipment | 5.56B | +70.91% | |
| Technology | Social Media & Networking | 1.75B | -5.72% | |
| Financials | Commercial Banks | 1.19B | -21.16% | |
| Consumer Cyclical | Used Merchandise Stores | 1.35B | +36.08% | |
| Healthcare | Other Healthcare Facilities & Services | 2.96B | +0.63% | |
| Technology | E-commerce & Auction Services | 5.46B | -16.43% | |
| Healthcare | Specialty & Advanced Pharmaceuticals | 8.1B | +1.63% | |
| Technology | Other IT Services & Consulting | 2.4B | +14.82% | |
| Industrials | Other Heavy Electrical Equipment | 2.2B | +68.42% | |
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.39B | -30.16% | |
| Technology | Application Software | 51.8B | -16.36% | |
| Technology | Electronic Component | 24.92B | +51.57% | |
| Technology | Electronic Component | 46.46B | +35.41% | |
| Technology | Other Semiconductor Equipment & Testing | 3.03B | +72.62% | |
| Technology | Integrated Circuits | 4.48B | +173.86% | |
| Healthcare | Bio Therapeutic Drugs | 18.65B | +11.39% | |
| Consumer Non-Cyclical | Cosmetics & Perfumes | 2.47B | -35.16% | |
| Industrials | Other Aerospace & Defense | 34.79B | +44.70% | |
| Healthcare | Other Pharmaceuticals | 808B | -14.26% | |
| Technology | Other Communications & Networking | 218B | +35.64% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 1.05B | -14.80% | |
| Industrials | Other Aerospace & Defense | 33.49B | +5.06% | |
| Industrials | Other Aerospace & Defense | 24.28B | +15.91% | |
| Healthcare | Medical Equipment | 5.62B | +11.49% | |
News of the components
| ░░░░ | ░░░░░░ ░░░░░░ ░ ░░░░░ ░░░░░░░░░ ░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░░ ░░░░ ░░░░ ░░░ ░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░ ░░ ░░░░░░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░ ░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░ ░░░ ░░░ ░░░░░░ ░░░░░ ░░ ░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░ ░░░ ░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░ ░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░ ░░░░░ ░░░░░░ ░░░░░░░ ░░ ░░░░░ ░░░░░░░ ░░ ░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░ ░░░░ ░░░░ ░░ ░░░░░░ | ░░ |
| ░░░░ | ░ ░░░░░░ ░░░░░░░░ ░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░ ░░ ░░ ░░░░░░ ░░░░░░░ ░░ ░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░░░ ░░░░ ░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░ ░░ ░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░ ░░░ ░ ░░░░░░░░░░ ░░ ░░░ ░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░ ░ ░░░░░░░░░ ░░ ░░░ ░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Style Lists MarketScreener
- Growth stocks: Investing in high-growth companies
